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:

Follow these Steps in Assigning Subcontractor:

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"