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How do I invite subcontractors to projects?

Give subcontractors access to projects so that they can start inviting their workers.

 

How to get there: To access the 'Invite Subcontractors' feature, a user must be an admin and signed into the GoContractor admin portal. Click 'Subcontractors' on the left-hand side.

A subcontractor administrator should be your main point of contact at the subcontractor company.

We recommend sharing this Subcontractor Administrator Training Guide with all of your subcontractors after inviting them to a project.

 

Before you invite a subcontractor: 

  • Give your subcontractor a heads up that they will be receiving an email from GoContractor so that they don’t accidentally delete their invitation thinking it’s spam.
  • If an error pops up saying that a subcontractor company name is not available, that means the subcontractor has already registered with GoContractor.
  • Should this happen, contact GoContractor so that someone from our team can invite that subcontractor to your project on your behalf. This way, duplicates won’t get accidentally created!
  • Make sure you have enough licenses to allow for the subcontractor to invite their workers. Workers will not be able to accept an invite if licenses are not available.

How to Invite a Subcontractor to a Project:

1. Click the 'Subcontractors' tab

 

2. Click '+ Subcontractor'

 

3. Enter the email address for your main point of contact at the subcontractor company

 

4. Enter the name of the subcontractor company.

Note: Sometimes after inputting a company's name, an error message appears saying that "a subcontractor with this name already exists in the GoContractor system." This means that the subcontractor already has a GoContractor account, but is working for a different general contractor company. If this happens to you, add the name of your GoContractor platform/account in parentheses after the subcontractor company's name, and then you'll be able to proceed with setting up the invitation. (For example, let's say your GoContractor account/platform name is DownEast Construction and you're trying to invite the subcontractor The Best Roofers but then that error message comes up. You would simply make the subcontractor's name The Best Roofers (DownEast Construction), and then you could move forward. Alternatively, you can always reach out to the GoContractor Support Team (support@gocontractor.com) for assistance. 

 

5. Click 'Next'

 

6. Set up the invite:

 

  • Description - An optional field where you can briefly provide details concerning the subcontractor company
  • Select Project - Select the project(s) to invite the subcontractor company to
  • Invitation Code - A unique code generated by a general contractor administrator that is sent to workers so they can register for a project’s qualifications.
  • How many workers can they provide you? Determine how many workers the subcontractor company will be able to invite to your project, especially if there is an on-site limit or a limit to the number of workers you have in mind. If you prefer the subcontractor company has no limit, select 'Unlimited'

 

 7. Click 'Next'

 

8. Review the invitation details

 

 9. Click 'Send'

 

 

Questions? Email us at support@gocontractor.com

 

Thank you!