Send a portal invite, walk your sub through signup and onboarding, and manage access requests.
Subcontractors get their own portal — separate from the homeowner portal — where they see assignments, message you, submit payment requests, and keep compliance documents current. It starts with an invite from the SUBS hub.
§Send the invite
- 01Open the
SUBStab and go toINVITES. - 02Press
+ INVITEto send a portal invite to the subcontractor. - 03Track pending invites from the same screen.
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.
§Access requests
The ACCESS sub-tab in the SUBS hub handles access requests, so you stay in control of which subcontractors are connected to your 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.