Your control center for subcontractors: roster, messages, performance, marketplace, documents, compliance, receipts, and invoices.
The SUBS tab is where you manage every subcontractor relationship — who is on your roster, what they have submitted, whether their paperwork is current, and what they are owed. It is organized as a row of sub-tabs, each a focused workspace.
§The sub-tabs
| Sub-tab | What it is for |
|---|---|
ROSTER | Every subcontractor connected to your company. |
INVITES | Send and track portal invites (see "Invite a subcontractor"). |
MESSAGES | Threads with your subs — the other end of the Messages tab in their portal. |
PERFORMANCE | How your subs are performing. |
MARKETPLACE | Find subcontractors. |
DOCS | Documents subs have submitted — COIs, W-9s, licenses. |
COMPLIANCE | Compliance standing at a glance, driven by document expiry. |
RECEIPTS | Receipts subs have captured and submitted. |
INVOICES | Sub invoices awaiting your review and approval. |
ACCESS | Access requests. |
§Where sub submissions go
Documents, receipts, and invoices that subs submit do not act on their own — they ride the approvals queue. You review each item and approve or reject it; approvals of payment requests move them along the submitted → approved → paid flow the sub sees on their side. See "The approvals queue" in this category.
§Putting subs to work
Assignment happens on the work itself rather than in this hub: work orders take a crew or subcontractor assignment, tasks have a SUBCONTRACTOR segment in their ASSIGN picker, and invoices offer 📋 SEND TO SUB. The SUBS hub is where the resulting paperwork and conversations come home.
COMPLIANCE a weekly stop. Sub documents carry expiry highlighting, and catching an expiring COI before it lapses is much cheaper than discovering it after an incident.