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Insurance, issues & performance
Keep relationship records close to the work.
Review subcontractor insurance submissions, document history and issues. Record scope completion and a company review, choosing whether the completion review is shared with the subcontractor. Internal notes remain distinct from portal-visible information.
Trade partner · relationship record
How it works
- 01
Insurance
Review the submitted policy and expiry details.
- 02
Issues
Keep company issue records with the relationship.
- 03
Completion review
Record the outcome and decide whether to share the review.
Subcontractor Dashboard
Explore the Subcontractor Dashboard above for the complete breakdown of bids, projects, contracts, invoices, payment preferences and collaboration.
Explore this areaSubcontractor Dashboard
Connect the company with the people doing the work.
Explore this toolScopes, quote invitations & awards
Define the work before assigning it.
Explore this toolSubcontractor invoice inbox
Review the original bill before recording the cost.
Explore this toolSubcontractor payments & receipts
Keep bills, allocations and proof together.
Explore this toolSubcontractor conversations
Give trade partners a direct line to the company.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.