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".

    enable subcontractor in features tab

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.

    v2 subcontractor workflow edit

  • 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

    v2 sub workflow check box update

To Add a New Subcontractor:

  • Click on the + icon at the top of your page and choose "Add Contact".

    v2 add contact plus sign

  • 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.

v2 add subcontractor edit page-1

  • 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.

    v2 add sub to contact


Check out our article about Subcontractor notification preferences for information on how to communicate with them.