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Add Subcontractors

Track the pickup, estimating, repair, and delivery process associated with contents assigned to a subcontractor.

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Written by Support MD
Updated over a week ago

If you plan on using the subcontractor module, you must add subcontractors.

  1. To add a new subcontractor to the system, from the Admin menu option at the top, select <Manage Subcontractors> under Contacts.  

  2. Select <Add New Subcontractor> from the Action Menu.

  3. Fill in the name of the company, address, and contact details.

The Preferred Correspondence (Pre Correspondence) indicates which of the three methods of communication the subcontractor prefers/requires when sending requests.

The Primary Contact is the person who usually deals with your company as the subcontractor.

The markup and pricing type indicate how much you want to charge in addition to the subcontractor's estimate/invoice. This charge will appear in the pricing view, main report, and item details.  Typically, contractors use the % markup with a value of 20%. Select your markup based on your company policy.

3. Finally, in the bottom Job Item Category tab, select the category(s) of items the subcontracts deal with for your company.

The subcontractor view will display the most relevant subcontractor for the item instead of searching through a sea of subcontractors to select the right one.

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