All walkthroughs
Module 03 of 10 5 min walkthrough + 9s clip
Managing Subcontractors
Assign scopes, track payments, and end the group-chat chaos.
This module video is a 9-second highlight clip.
The full written walkthrough is below, and the longer full-demo MP4 is available if you want to upload the broader product tour to YouTube.
What it is
Each project has a Subcontractors tab where you assign trades, track Paid vs. Agreed amounts, message subs, and share files.
Why it matters
Sub coordination is where most contractor money leaks — through missed invoices, double-pays, and unclear scope. This card keeps it tight.
How to use it
- 1Open a project and go to the Subcontractors tab.
- 2Click + Add Subcontractor and pick the trade.
- 3Enter the agreed amount and scope summary.
- 4Use the action row to send messages, share files, or log payments.
- 5Optionally enable the sub portal so they can upload photos and invoices themselves.
Key actions & buttons
- Status badge — Active / In Progress / Completed / Paid
- Paid / Agreed bar — instant payment visibility
- Messages, Files, Payments, Portal Link — bottom of each card
Best practices
- Always log payments inside the card — don't rely on memory.
- Use the portal link for subs who chronically lose receipts.
- Mark Completed before you mark Paid.