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
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