The Sub & Vendor portal is a project page where your subcontractors and vendors get the files, work, messages, and bid requests you send them. They open it in a web browser with a 6-digit sign-in code, so they need no app and no Handoff account.
Available on the Scale plan. You need permission to edit Projects and Clients to manage it. Works on desktop and in the mobile app.
Who you can add
You can add contacts whose contact type is Subcontractor or Vendor. Clients can't be added. They use the client portal instead.
Each project has its own portal list. A sub sees only the projects you gave them access to.
What you can do with it
Share documents and files: pick items from the project and share them with some or all of your subs and vendors.
Assign phases and tasks: subs see the schedule items and tasks assigned to them.
Send messages: you and your subs message each other in the portal.
Request bids: send a bid request and review the replies.
Track time: subs of type Subcontractor can clock in and out when you turn on time tracking for them.
Subs can also send you daily logs and invoices from their side of the portal.
Where to manage it
On desktop, select Communication > Sub & Vendor portal in the project sidebar. You can also select Manage in the Sub & vendor portal card on the project Overview tab.
In the mobile app, use the Sub & vendor portal card on the Overview tab. Select Manage, or Manage portal if you haven't added anyone yet.
The management page has sections for Portal access, Bidding, Messages, and Shared items. To see what a sub sees, select View portal on the page or View as sub in the card.
How subs sign in
Subs open the link in their invite and pick email or text message. Handoff sends a 6-digit code, and they enter it to get in.
The first time in, they see a welcome screen that shows what they can do. Later, they can return to the portal page and sign in again with the phone number or email on file.
How it differs from the client portal
Who it is for: the client portal is for the project's client. The Sub & Vendor portal is for subs and vendors.
Setup: the client portal has an Enable step. The Sub & Vendor portal has none. You add a sub or vendor and send an invite.
What they see: subs see only what you share or assign to them.