- Enabling Subcontractors
- Subcontractor and Supplier Workflows
- Do's and Don'ts
Creating a subcontractor or supplier allows you to add Contacts to JobNimbus who are not your customers, but with whom you still work. This will allow you to email material orders to your supplier and email your subcontractor about your Jobs or projects. While any partner or Contact can be related so you can email them, suppliers and subcontractor workflows enable special privilages outside of this relation.
Before we Get Into it
To enable subcontractors, click on your name in the top right corner and select "Settings" from the drop-down menu. In your Settings, select "Features" from the menu on the left.
In the Features tab, scroll down and click the "Enable" button to the right in the subcontractors row.
This will enable you to add subcontractors to your Contacts or Jobs.
You can create workflows for your subcontractors, suppliers, and adjustors. By default your subcontractor, Supplier, and Adjustor workflows are set to "Active > Inactive"
When creating or editing a Contact workflow, you can mark it to be specfically for Suppliers or Subcontractors by checking either the subcontractor or supplier checkboxs under the workflow name.
To learn more about Workflows, read our article here.
You can use subcontractors in JobNimbus to create Contacts in JobNimbus whom you work with on a regular basis. You can use subcontractors to email your work orders and information about your projects and Jobs. Tying a subcontractor or subcontractors to a Contact will allow you to work with them as if they are team members without their needing to have an account in JobNimbus.
Creating a Subcontractor
To create a subcontractor, click on "Add Contact" either at the top of the screen, in your Dashboard, or in the Contacts page, enter in the subcontractor's information, and then change the Contact's type to Subcontractor, or whatever you named your subcontractor specific workflow.
To learn more about creating Contacts, read our article here.
Add Subcontractor to Contact or Job
After you have created your subcontractor(s), you can add them to your Contacts or Jobs, much like you assign a Team Member to a Contact or Job. To add a subcontractor when creating a new Contact or Job, click in the text field labeled "Subcontractors", and choose your subcontractor from the drop-down menu.
You can add the subcontractor after the Contact or Job is created by clicking on the 3 dots in the upper right corner of the information pane and selecting "Edit" from the drop-down menu.
Email Subcontractor from Contact or Job
Once a subcontractor is added to your Contact or Job, you can email your work orders directly to the subcontractor. To email the work order to your subcontractor, you can send it via email either from the created work order details or from the work order panel in the Work Order tab. Click on the 3 dots and select Email Work Order from the drop-down menu.
After you click on Email Work Order, a window will pop up for you to choose your recipients. Use the checkboxes under the subcontractor section to choose which subcontractor(s) you send the email to.
If you have added the subcontractor as a related contact, you can email the subcontractor directly from the Contact or Job. When you create an email, you can choose the subcontractor to send it to instead of the Contact. To learn about keeping in contact with your team members and sending emails, read more here.
If you need to share your Contact or Job's information, read our article here to learn more.
Subcontractors and the Calendar
When creating tasks, you can add your subcontractors to tasks. These will show on your JobNimbus calendar under the Subcontractors section in the left-side access menu. To learn more about your calendar, read more here.
Suppliers are a great resource to use to quickly send your material orders. You can email material orders directly to your suppliers from your Contact or Job.
To create a supplier, add the Contact to the workflow type you marked as Supplier when creating the Contact. To learn more about creating Contacts, read our article here.
In order to email the supplier, add the supplier as a related Contact. You will then be able to add the supplier as a recipient to your emails by choosing your supplier's name. You can also send the material order directly to the supplier regardless if the supplier is related to the Contact.
To email the material order to your supplier, after you create the material order, you can send it via email either from the created material order details or from the material order panel in the Financials tab. Click on the 3 dots and select Email Material Order from the drop-down menu.
After you click on Email Material Order, a window will pop up for you to choose your recipients. Use the checkboxes to choose which supplier(s) you send the email to.
Do's and Don'ts
- Keep the default supplier and subcontractor workflows, unless you have a good reason not to
- Check the subcontractor workflow notification preferences to make sure they align with what you want
- Keep the subcontractor and supplier workflows simple
- Create multiple subcontractor/supplier workflows without adequate reason
- Can I add multiple emails to one subcontractor to be notified on assignment?
- Why are my subcontractors not showing up on the board I created for them?