Adding Subcontractors

How to Add Subcontractors

• Click “Subcontractors” in the main menu.
  
  
  
  

• Select “Add Subcontractor.”
  
  
  

• Check the existing list:

  • Click the Subcontractor dropdown to see all companies already in the system.

  • If the subcontractor you wish to add is listed, select the company name and click “Save.”
    
    

• If the company is not listed:

  • Click “+ Create New.”
    
    

• Fill out all required fields (marked with *):

  • Complete Business Name

  • Trade

  • Point of Contact: First Name, Last Name, Phone Number, Email Address, and Title

  • Click “Add” to complete the process.