WHAT YOUR SUB SEES

Subcontractors sign in to their own portal with a five-tab navigator. It is built for a sub who may work with several contractors at once: their jobs, messages, payments, and compliance documents all live in one place, scoped to what each contractor has shared with them.

§The five tabs

• ◆Home — "Working with <your company>", open jobs, money pending / approved / paid this month, receipts and documents to watch, incidents, crew, and the five quick actions.
• ◆Jobs — assignments across all linked contractors, with AWAITING YOU / TODAY / SCHEDULED / IN PROGRESS / COMPLETED filters. A new assignment shows ACCEPT / DECLINE; accepting tells you, declining hides the job (and the customer) from them again.
• ◆Messages — threads with contractors, with an unread badge.
• ◆Payments — submit payment requests and capture receipts. Requests move submitted → approved → paid (or rejected).
• ◆Docs — COI, W-9, workers’ comp, and licenses, with expiring/expired highlighting and verified badges.

§The Home tab

Home opens on stat tiles that tell a sub where they stand before they scroll:

• ◆Open jobs and today — what is on their plate.
• ◆Pending $$ / approved / paid this month — their payout requests as you decide them.
• ◆Docs expired and expiring within 30 days — paperwork about to lapse.
• ◆Open incidents and crew active.

Below the tiles sit a snapshot of their week, the list of contractors they work with, and the quick actions: + LOG TIME, + RECEIPT, + PAY REQUEST, + UPLOAD DOC, + REPORT INCIDENT.

§What a sub sees of the customer

Assigning a sub to a work order is your decision to share that job: from that moment they see the customer's name, address and phone on it — nothing about your other customers, and never what you charge the homeowner. They see their own sub price. If they decline, the job and the customer disappear from their portal.

§What subs can do on a job

Beyond the five tabs, subs work their jobs directly: before/during/after photos with a visible-to-customer toggle, job notes, time entries, incident reports, change-order requests, and crew management. See "What subs do in the field" in this category for the full walkthrough.

§What you can send to a sub

• ◆Notes — a customer note posted with the "visible to subs" toggle shows to subs and carries a SUBS SEE chip on your side. Everything else stays internal.
• ◆Tasks — assign via the SUBCONTRACTOR segment of the ASSIGN picker on the customer’s TASKS tab.
• ◆Work orders — assign a crew or subcontractor on the work order.
• ◆Invoices — 📋 SEND TO SUB from the estimates/invoices workspace.