How do I send a Work Order to a Subcontractor?

If you have Subcontractors enabled, you can send Work Orders directly to those who are assigned to your Contact or Jobs.

To send a Work Order to a Subcontractor:

  • Open a Work Order
  • Click on the 3 dots in the Work Order description panel
  • Select "Email Work Order" from the drop-down menu

Subcontractor - Email Work Order

You can also send an email from the Work Order panel under the Work Orders tab.

Subcontractor - Email Work Order Financials

This will pull up the following window where you will choose your recipients. Use the checkboxes to select which Subcontractor(s) you send the email to.

Subcontractor - Email Work Order Window

You can utilize your Email Templates when sending out Work Orders, as well. Learn more here.