How Do I Add a Subcontractor?

Communicate with partners by using Subcontractor Workflows.

On This Page

• Enabling the Subcontractor Feature
• Configure the Subcontractor Workflow
• Add a New Subcontractor
  
  

Enable the Subcontractor Feature

• Click on your profile picture or initials in the top right corner.
• Select Settings from the dropdown menu.
• Select the Admin Settings option, then select Features. 
  
• 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 your Home icon on the top of your JobNimbus page.
• Click on the + Add Contacts section at the top of your Contacts section.
  
  
  
  
• Fill out your Subcontractor's details and change the Contact Type to Subcontractor.
• Hit the Save button when you are 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.