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Assigning Subcontractor

Assigning a Subcontractor is a structured process in which a registered subcontractor is linked to a specific task, project, or warranty claim within a system or workflow. The purpose of this process is to ensure that the right service provider—one with the appropriate skills, certifications, and availability—is responsible for completing the work.

Please see the attached video, which provides a detailed overview of the process for Assigning a Subcontractor.

Follow these Steps in Assigning Subcontractor: Assigning Subcontractor.pdf

  1. Click "Warranties"
  2. Click "Assign Resource"
  3. Within the "Resource/Subcontractors" field
  4. Select the appropriate "Resource/Subcontractor" to assign
  5. Within the "Resource/Subcontractors" field
  6. Select the appropriate "Trades" to assign
  7. Within the "Target Due" field
  8. Select the desired option in "Target Due”
  9. Within the "Internal Note" field, add an "Internal Note" if desired
  10. Click "Assign Subcontractor"

✅ Tips in Assigning Subcontractor:

  • Verify Subcontractor Qualifications

    • Ensure the subcontractor has the necessary skills, certifications, and experience to perform the assigned task.

  • Select the Appropriate Resource

    • Match the subcontractor’s trade, expertise, and availability to the task or project requirements.

  • Check Availability

    • Confirm that the subcontractor is available for the target due date to avoid delays.

  • Use the System Fields Correctly

    • Assign the subcontractor within the Resource/Subcontractors field and select the correct Target Due date.

  • Add Internal Notes When Necessary

    • Include any relevant instructions, clarifications, or reminders in the internal notes section to guide the subcontractor.

  • Notify the Subcontractor

    • Ensure the subcontractor receives confirmation of the assignment and understands the task requirements.

  • Review Before Finalizing

    • Double-check the selected subcontractor, due date, and notes to prevent errors.

  • Maintain Documentation

    • Keep a record of all assignments for tracking, accountability, and reporting purposes.

  • Update Assignments as Needed

    • If there are changes to the task, trade requirements, or subcontractor availability, update the assignment promptly.

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