INVITE A SUBCONTRACTOR

§ PORTALS + SUBS4 min READUPDATED 2026-09

Send a portal invite or share your join code, walk your sub through signup, and approve access requests so their login is linked.

Subcontractors get their own portal — separate from the homeowner portal — where they see assignments, message you, submit payment requests, and keep compliance documents current. There are two doors in: an emailed invite from the SUBS hub, or your company's join code.

WHERE: SUBS → INVITES → + INVITE · SUBS → ACCESS (your join code)

§Send the invite

  1. 01Open the SUBS tab and go to INVITES.
  2. 02Press + INVITE to send a portal invite to the subcontractor.
  3. 03Track pending invites from the same screen.
◆ NOTE
The trade options offered during sub signup come from your company trade list (Admin Console → CUSTOMIZATION → Trades). Keep it current so subs can classify themselves correctly.

§What the sub fills out

The invite leads to a seven-section signup that collects everything you need before the first job:

  • ◆Account — their login details.
  • ◆Business — company identity.
  • ◆Location & trades — where they work and what they do.
  • ◆Licensing — license details.
  • ◆Insurance — general liability and workers’ comp, with an exempt path where that applies.
  • ◆Payment preferences — how they want to be paid.
  • ◆Review & submit.

After signup, an in-app onboarding wizard finishes the picture: business info → address and service areas → insurance/COI/W-9 upload → review. Their compliance documents land with expiry tracking, so DOCS and COMPLIANCE in your hub stay honest.

§The join code and access requests

A sub who already has a RevolveCore login (perhaps from another contractor) does not need an invite. Give them your join code — it is printed at the top of SUBS → ACCESS, in the form SUB-XXXXXX — and they enter it on their REQUEST ACCESS form. The request lands on your ACCESS tab with their business, trade and service areas.

  1. 01Open SUBS → ACCESS; the join code is in the header. Share it however you like — text, email, the back of a business card.
  2. 02When a request arrives, tap it to review, then APPROVE → and CONFIRM APPROVE.
  3. 03Approving adds them to your ROSTER (or reuses an existing roster row with the same email) and links their login in the same step — the sub sees your jobs the next time their portal loads.
◆ NOTE
A request without a valid join code cannot be filed — the sub's form refuses it — so you never see requests meant for another company.

§Related

  • ◆See "The SUBS hub" in this category for the roster, compliance, receipts, and invoice views you will use day to day.
  • ◆See "What your sub sees" for the portal experience on their side.
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