How Do I Send a Work Order to a Subcontractor Who Has Been Added as a Contact?

If you have Subcontractors enabled, you can send Work Orders directly to those who are assigned to your Jobs.
To send a Work Order to a Subcontractor who has been added as a Contact, navigate to the Job and select the Material & Work Orders tab on the Job menu on the left.
Scroll down to the Work Orders section and select the three dots on the right side of the desired Work Order.
Select the Email Work Order option from the dropdown menu.

Select the Subcontractor in the recipient list, add any information needed into the email body, then select Send Email when ready.
- If you do not see the Subcontractor on the list, make sure that they have been added to the Job as a related Contact.

Tip: You can utilize your Email Templates when sending out Work Orders.

Learn how to send your subcontractors work orders from your Contact or Job.