This article will teach you how to invite a sub from the Contractors tab and manually add them to your project.
Note: any subcontractor to whom you send a COI request or a contract will automatically show up on the associated project page, no manual action is required to add them.
- Go to the Contractor's tab.
- Under Contractors, open the "All" tab so you can see if you subcontractor already exists on Constrafor.
Use the search bar and filters to search for you subcontractor.
- If you found the subcontractor you are looking for, you can view their details by clicking on their name.
- If you didn't find them, you can invite them by clicking the "Invite Company" button on the top right corner of your screen.
- Fill out the company name and the email of your contact. Click "Invite".
You've now invited your sub to Constrafor and will be able to find them in Constrafor's database.
- Next, navigate to the Projects tab.
- Click on the project to which you'd like to manually add your subcontractor.
Scroll down the project's page until you find "Project subcontractors".
Then click "Add subcontractor".
- Type in your subcontractor's name.
Prime here is an optional field for second tier subcontractors, if the subcontractor is a second tier sub, enter their prime in this box.
When you're done, click "Submit". The subcontractor will now appear on the project's page under "Project subcontractors".