Help Center

Working With Subcontractors

You can now add subcontractors to any job, and share job details with them via email. You can also include subcontractors on appointments via the scheduler which will notify them via email of appointment details, changes and cancellations. Subbies can confirm receipt which will come back via email.

We've created a helpful guide for each sharing method.

Sharing job appointments with subcontractors

This feature allows you to schedule job appointments for your subcontractors via the Tradify scheduler. Subcontractors will be emailed notifications and information for new appointments, appointment updates as well as when they are removed from appointments.

You will need to have a staff member assigned to the job in order to add subcontractors. If you are an administrator and wish to only add subcontractors, simply assign yourself as a staff member.

Scheduling a new appointment and assigning subcontractors

To start, you will need to schedule an appointment and select a Job. You will see the new field ‘Email Subcontractors’. This is where you can add your subcontractors’ email addresses. Start typing an email address and hit Enter on the keyboard, or hit the grey + button to the right of the field to add the email address. Once it is added, you will see the email appear below the field as a green tag.

You can enter up to 10 email addresses. You can also remove any email addresses added by clicking on the X on the green email tag.

Appointment.png

When you have finished adding the detail to your appointment and hit Save to have notifications emailed to the subcontractors.

This email will include:

  • The appointment start time, end time and date
  • Job address
  • Customer name
  • Appointment notes
  • Job number
  • Job tasks

The email will also include a ‘Confirm Acceptance’ button. When your subcontractors hit this, it will allow them to reply to you with an email confirming their acceptance of the appointment.

Appointment_Email_-_New.png

If you would like to test this email, you can easily send it to yourself by entering your email address in the subcontractors field.

Following this, if you navigate to the job you have used, you will see the subcontractor email addresses have also been added to the job in the ‘Subcontractors’ box.

Editing an existing appointment and informing subcontractors

If you make changes to an existing appointment which has a subcontractor assigned to it, the emails to the subcontractors will be re-sent when you hit Save. These emails will notify the subcontractor that ‘Your scheduled appointment has changed’ and will contain the updated version of the appointment details.

Appointment_Email_-_Updated.png

Removing an appointment and informing subcontractors

If you remove an existing appointment which has a subcontractor assigned to it, or if you remove the subcontractor from the appointment, we will inform them with another email after you’ve hit Save. These emails will notify the subcontractor that ‘Your scheduled appointment has been removed’ and will show the appointment details crossed out.

Appointment_Email_-_Removed.png

Sharing job details with subcontractors

To start, you will need to create a job with a customer selected. Scrolling down to Job Details page, you will see the new area Subcontractors to the right of Staff. This is where you can add your subcontractors email addresses. Start typing an email address and hit enter on the keyboard, or hit the grey + button to the right of the field to add the subcontractors email address. Once it is added, you will see the email appear below the field as a green tag.

You can enter up to ten email addresses. You can also remove any email addresses added by clicking on the X on the green email tag.

Once you have added a subcontractor’s email address you can hit Share Job Details to send the details via email along with a confirmation message.

Job_Details_Subbie.png

The email sent to your subcontractors will contain the following job details:

  • Job number
  • Job address
  • Customer details
  • Site details
  • Job description
  • Job tasks

Job_Email.png

The subcontractors email addresses will be saved after hitting Share Job Details or Save the job, allowing you to update subcontractors of any new job details at a later date. These subcontractors will also be available when scheduling an appointment for that job on the scheduler screen.

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