Subcontractors

  • Assign A Subcontractor To A Job

    Assign A Subcontractor To A Job Once you have linked a subcontractor to your account on Trade Trak, you’re able to assign them to jobs. The subbie will be shown against jobs in the Scheduler which they can also view, and will receive notifications when they’re added to a job or task. From The J...
  • Limiting Subcontractor Job Statuses

    Limiting Subcontractor Job Statuses We understand that subcontractors aren’t required for all stages of jobs, which is why we’ve made it possible to limit the number of statuses they have available. If you’d like to learn how to create custom job statuses, click here. Viewing Status Availabilit...
  • Link A Subcontractor

    Link A Subcontractor Adding subcontractors 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 ‘People’ and then ‘Subcontractors’. 2) Linked Companies In this section, you can view contractors, subcontrac...
  • Linking Accounts as a Subcontractor

    Linking Accounts as a Subcontractor On Trade Trak, subcontractors are listed in settings as “child companies”. In order to be added as a child company, the “parent company” needs to link your email address. Companies can learn how to do this here. Email Notification Once the parent company has...
  • Sharing Files With Future Linked Companies

    Sharing Files With Future Linked Companies Please note: We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please us...
  • Sharing Job Files With Subcontractors

    Sharing Files With Subbies Please note: We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app cha...
  • Sharing Report Templates With Subcontractors

    Sharing Report Templates With Subcontractors Please note: We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please ...
  • Sharing SWMS Templates With Subcontractors

    Sharing SWMS Templates With Subcontractors Please note: We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please us...