How do I invite a sub to prequalify?

Inside the Prequal module, you can invite your subcontractor to prequalify by clicking the Invite button on the right side of the screen on either the Prequal in progress tab or Forms tab.

 

Type in the company name or email address of the subcontractor you'd like to send it to and select them from the dropdown list that appears.

• • If they're company name/email does not show, you can invite them to Constrafor and to prequalify by clicking Add. If you added the email address, type the name of the company you'd like to add and select it from the dropdown. If you added the company name, provide the email address and click the '+'.

Next, select the form you'd like to use.

Feel free to include a reason for the invite or leave that box blank as this section is optional.

When finished, click Invite.