How does a Subcontractor approve a proposed Sub-Contract? Do they need to be a User of the software?
The Subcontractor does not need to have access to the software to approve the Sub Contract. They will only be a Directory contact as a Contractor. Once the Sub Contract is ready, you will email the Sub Contract for their approval.
This is sent as an email so they wouldn't need User access to do this.
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How do I generate a Bill from the Sub-Contract?
To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...
What are the benefits of Sub-Contracts?
This Module helps your track of your Sub-Contract work, allows you to add Terms & Items that need to be done. You can link it to a project, add Agreement number & Date, assign a Sub-Contractor & Upload Files & Photos pertaining to the Project. You ...
How do I designate that Retainage is supposed to be held on a Sub-Contract?
Retainage should be designated when the Sub Contractor is created. From the Menu, click the + icon on the Sub Contract to open a new Sub Contract. In the Details page, you will see Work Retainage %. You can put the required retainage there.
What are the benefits of using a Sub-Contract instead of a Purchase Order?
The benefits of using a Sub-Contract instead of a Purchase Order is that, there is a lot of clarification on Sub Contract in terms of Terms & Conditions. Besides Default Terms, there will be Scope of Work, Inclusions, Exclusions and Clarifications ...
How do I generate a bill from a Purchase Order or Sub Contract?
To import an expense into the Bill, please go to the Bill and click the pencil icon on the top right to make changes. From the "Add Item to Bill" drop down, choose Import from Purchase Order or Sub Contract" and import the expense into the Bill. ...