How Do I Add a Subcontractor?

Communicate with partners by using Subcontractor Workflows, which enable special privileges outside of your regular Contact relations.

On This Page

Enabling the Subcontractor Feature

Configure the Subcontractor Workflow

Add a New Subcontractor

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".
  
  

Configure The 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.