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Using JobNimbus
How Do I Add a Subcontractor?
Communicate with partners by using Subcontractor Workflows, which enable special privileges outside of your regular Contact relations.
To Enable the Subcontractor Feature:
- Click on your Profile icon or initials in the top right corner.
- Select Settings from the drop-down menu.
- Under the Features tab, toggle the switch next to "Subcontractor".
To Configure a Subcontractor Workflow:
- Navigate to the Contact Workflows tab in your settings.
- By default, the Statuses in the Subcontractor-specific Workflow are "Active" and "Inactive".
- Click the three dots on the right to edit the Workflow.
- Here, make sure the box next to "Check this box if all contacts for this workflow are subcontractors" is checked.
- Click Update after making any changes you need to, including if you want to add a Status.
To Add a New Subcontractor:
- Click on the + icon at the top of your page and choose "Add Contact".
- Fill out your Subcontractor's details and change the Contact Type to "Subcontractor".
- Hit the Save button when you're done.
- Learn more about adding Contacts here.
- Once you have a Subcontractor in your account, you can assign it to an existing Contact or Job by searching in the Subcontractors field on that customer's record.
- Tip: you can add multiple Subcontractors to a single Contact or Job.
Check out our article about Subcontractor notification preferences for information on how to communicate with them.