How Do I Configure a Subcontractor Type?
Adding a Subcontractor Type to the system can help categorise the Subcontractor.
- On the left side menu, go to ‘Settings’ and click ‘Subcontractor Types’.
- Click ‘+ New Subcontractor Type’.
- Enter the Name, and Description.
- Choose the Subcontractor Document Type from the dropdown options.
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description and document types.
This is required before you can add a Subcontractor Type:
- Create Subcontractor Document Type