📌 The Sub & Vendor Portal is available on the Scale plan only.
Setting Up Your Portal
Open a project and navigate to Sub & Vendor Portal
Prepare the portal: add documents, drawings, bid requests, or any files you want to share
Invite subs or vendors by email or SMS
They open the invite, choose to receive a 6-digit code by email or text, enter it, and see exactly what you've shared
How Your Subs Sign In
Your sub opens the invite you sent by email or text.
They choose where to receive their code. They'll see the email and/or phone number you have on file for them.
Handoff sends a 6-digit code. It's valid for 15 minutes, and they can tap Resend if it expires.
They enter the code and land in the portal.
Invite links don't expire, and once signed in, subs stay signed in on that device. Subs who go to the portal without an invite link can sign in by entering their phone number or email address and requesting a code.
If a sub can't sign in:
The code didn't arrive: Have them tap Resend, or go back and choose their other contact method. If they only have one, check that their email or phone number is correct on their contact.
"We couldn't tell which contact this is": The same email or phone number is on more than one of your contacts. Give each contact their own, or ask the sub to sign in from their invite link.
What You Can Do
Invite Subs & Vendors
Invite subs or vendors by email or SMS. When they open the invite, they choose where to receive a 6-digit sign-in code, enter it, and they're in. No account, password, or paid seat required.
Bid Management
Generate a scoped bid request directly from your estimate
Send it to one or more subs
Collect structured responses and compare them side-by-side
Get an AI recommendation, award the winner, and push the rates back to your estimate
Document Sharing
Share drawings, specs, schedules, or any project files with your subs or vendors. Files are securely accessible via the portal and can be downloaded by guests.
Daily Logs
Subs can post job site updates directly from their portal. All entries appear in your existing project log.
Invoices
Subs can upload invoice files to the portal. You kick off the budget import in one click from your end.
Time Tracking (optional)
Enable time tracking for your subs so they can clock in and out of jobs directly from the portal.
How Bids Work
Open the portal → go to Bids
Select estimate line items to generate a scoped bid request (AI drafts the scope based on your estimate)
Review and send to your subs or vendors
Subs submit their response through the portal
You compare responses side-by-side, get an AI recommendation, and award the work
The winning rates are applied back to your estimate
Frequently Asked Questions
Do my subs need to create a Handoff account?
No. They open their invite and enter a 6-digit code we send to their email or phone. No account or password needed.
Does adding subs cost extra?
No. The Sub & Vendor Portal is included in the Scale plan, and subs don't take a paid seat.
Can I control what my subs or vendors see?
Yes. You choose which documents, bids, schedules, and files to share with each sub or vendor.
Can vendors message me through the portal?
Yes. There is in-portal messaging, either a general thread or per-object (per document, per bid, etc.).
Need help getting started? Reach out to our support team.