From the RESOURCES main menu, select 'Subcontractors' to open the Subcontractor list. The default view will show a list of Active subcontractors, the tabs will also allow easy navigation to show Inactive or ALL subcontractors.
It is possible to customise the view / data that is visible on the subcontractor list. Click the 'Edit Columns' button, this will expose a side menu. Additional columns can be toggled on/off to add improved visibility of key information.
It is possible to further modify the view by using the individual filter options in the column headers. Place the cursor into the column header, the filter icon will show in the bottom right corner. Click the icon to open the menu options for additional filters.
Add a new Subcontractor:
Click on 'Add subcontractor'.
If that company is already a customer, you can choose in the dropdown that company. If not, you can create the subcontractor by searching for the company.
Once the subcontractor name is selected, it will autopopulate fields in General Info.
Validate the pre-filled fields, and complete any other required fields.
Complete the Invoice Address information.
Add a contact.
Set the contact name and select a Role. If there are any specific email tasks allocated to this subcontrator, the contact allocated to the role will receive the email.
Set the toggle if giving the contact access to the Subcontrator Portal.
Validate and SAVE the profile.
Recent Subcontractor changes:
Before:
Blocked indicated if a subcontractor could be assigned as a resource to a trip.
If a company was a customer and a subcontractor, the blocked state was shared for the customer and subcontractor part.
Now:
Status indicates whether the subcontractor can be assigned as a resource to a trip. The available statuses are:
Not Approved: The company is not yet fully approved as a subcontractor. It can already be assigned to trips though.
Approved: The subcontractor is approved. It can be assigned to trips.
Warning: The subcontractor is approved but a warning is set. In the future, this could trigger a warning popup when linking it as a resource (currently not implemented).
Blocked: The subcontractor is blocked; it is not assignable to trips
This subcontractor status is completely separate from the customer status.