Link A Subcontractor

Link A Subcontractor

Subcontractors on Trade Trak are listed as ‘child’ companies, meaning they have less access than regular users. Adding subbies to your company is a quick and easy process.

1) Company Settings

When on your dashboard, click on your profile picture and name, click on ‘Company Settings’ and then ‘Linked Companies’.

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2) Linked Companies

In this section, you can view parent companies, children companies, unaccepted invites, revoked invites, child job notification settings and shared job defaults.

To add a subcontractor or child company, click on ‘Invite Company’ in the top right corner of the ‘Linked Companies’ page.

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3) Invite A Company

When you click on ‘Invite Company’, a box pops up directing you to enter a few details about the subcontractor.

Options:

Company Email Address

Company Colour
Note: This colour will be used on Scheduler when the company has been allocated to jobs

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Once you have filled in these details, click ‘Invite’.

4) Invitations

Your invitation to link will then be sent to the subcontractors email address. Once they accept you will receive a notification within the app.

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5) Children Companies

The subcontractor will then be listed under ‘Children Companies’ in your Company Settings. From here you can edit their colour for the Scheduler, or delete them if their work with you has come to an end.

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