Allocating a Subcontractor to a Job
  • 11 Oct 2022
  • 1 Minute to read
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Allocating a Subcontractor to a Job

  • PDF

Article Summary

Allocating a Subcontractor to a Job

Subcontractors can be allocated to carry out work on a specific Job, to do this you should open the Job and navigate to the 'Subcontractors' tab.

Job - Subcontractor.png

Area and Trade Filters are provided to assist the user in selecting a Subcontractor from a dropdown selection which references all Subcontractors set up in the Subcontractor Library, Some Subcontractors may be 'Linked' Subcontractors, these are identified with a Joblogic logo after their name.

Subcontractor Dropdown.png

The Priority, Preferred Appointment, and Target Completion Dates are pulled in from the Job Details but may be edited for each Subcontractor Visit. Notes and Attachments may also be added to the visit. Once all detail has been added the user will click on the Allocate Button.

Job - Allocate Subcontractor.png

NOTE: When you Add / Edit a Subcontractor you can set them to automatically create a Subcontractor Purchase Order on Allocation, if this option is checked an additional screen will be displayed to capture the required data. Please see the Create Subcontractor Purchase Order on Allocation topic for more information.


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