How do I invite a subcontractor to Constrafor?

You will need to bring your subcontractors onboard with Constrafor to execute contracts, request COIs or utilize the invoicing module.

There are several ways to invite a subcontractor to Constrafor.

1. Invite a subcontractor from the "Contractors" module.


To add a contractor to join your company for a project, click on the Contractors module at the top of the screen.

Next, click on the Invite company button on the right side of the page.

A box will appear prompting you to enter the name of the company and the email of the person who will be managing the Constrafor account for that subcontractor. After filling in that information, click Invite company.

2. Invite a subcontractor from the "Contractors" tab in the COI module.

To invite a subcontractor from the COI module, go to the subcontractor sub-tab and click invite subcontractor on the right of the page.

As above, A box will appear prompting you to enter the name of the company and the email of the person who will be managing the Constrafor account for that subcontractor.

3. Inviting a subcontractor within a COI request or within a contract request.

If you have a COI request to send and you're not sure whether your subcontractor was invited to Constrafor or not, do not worry. You can invite your subcontractor directly within a COI request or within a subcontract request.

In the Counterpart field, type the name of your subcontractor. If nothing shows up, your subcontractor was not yet invited to Constrafor. Click "Add".

 

Type the email of your subcontractor and click on the + sign on the right to add the email.