| User Setup | ||||||||
| Sign Up & Verify (User + Business) | Done By | Sent To | Access | Article | Video | |||
| - | Sign up as a Subcontractor | Sub | - | Web/App | Article | Video | ||
| Setup & Activate User Wallet | Done By | Sent To | Access | Article | Video | |||
| - | Connect an Outside Bank Account | ALL | - | Web | Article | Video | Pro Tip | |
| - | ACH Withdrawing Funds OUT | ALL | - | Web/App | Article | Video | ||
| Primary Project Actions | ||||||||
| Issue Subcontracts (w/Payment Milestones) | Done By | Sent To | Access | Article | Video | |||
| - | Create Subcontracts | Prime | Sub | Web | Article | Video | ||
| - | Establish Payment Milestones | Prime | Sub | Web | Video | |||
| - | Replying to a Subcontract | Sub | Prime | Web/App | Video | |||
| - | Request a Bid | Prime | Sub | Web | Video | |||
| - | Replying to a Request for Bid | Sub | Prime | Web/App | Video | |||
| - | Accepting a Subcontractor | Prime | Sub | Web | Video | |||
| Subcontractor Invoices & Prime Approval = AutoPay to Sub | Done By | Sent To | Access | Article | Video | |||
| - | Submitting a Invoice on Payment Milestones | Sub | Prime | Web/App | Video | |||
| - | Responding to an Invoice (Punch- List / Work Outstanding) |
Prime | Sub | Web | Video | |||
| - | Respond to a Change Request | Sub | Prime | Web | Video | |||
| - | Approve & Pay a Milestone Invoice | Prime | Sub | Web | Video | |||
| - | Milestone Invoice Paid (less 3% transaction fee) |
- | Sub | Web/App | Video | |||
| Secondary Project Actions | ||||||||
| Change Order to Prime | Done By | Sent To | Access | Article | Video | |||
| - | Change Order - Existing SOV Item | Sub | Prime | Web/App | ||||
| - | Revise Change Order | Prime | Sub | Web/App | ||||
| - | Approve Change Order | Prime | Sub | Web/App | ||||
| - | Approval = AutoPay (if Active) (less 3% transaction fee) |
- | Sub | Web/App | ||||
User Guide - Subcontractor Action Set
