Adding Subcontractors to Projects - website

This tutorial will show you how to add a Subcontractor or Trade Partner to your project from the website.

Step 1: Go to Subcontractors

Click "Subcontractors" in the left menu

Step 2: Add Subcontractors

Click the blue "Add Subcontractors" button.

Step 3: Choose an Option

Option A: Select Existing Subcontractors

Pick from the dropdown list

Select multiple companies if needed (they'll show checkmarks)

Click "Save"

Option B: Create New Subcontractor

If your subcontractor isn't listed:

Click "+ Create New"

Fill out the required fields (marked with *)

Click "Add" then follow the steps in Option A to add Subcontractor to the project.

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