Your subs and vendors see only the projects you add them to, in the Sub & Vendor portal. They sign in with a 6-digit code, so they never need a password, a Handoff account, or the app.
Available on the Scale plan. You need permission to edit Projects and Clients to manage the portal. Works on desktop and in the mobile app.
How your subs and vendors sign in
When you send an invite, your sub gets an email and a text with a link. Opening the link asks where to send the code (Email or Text message), then they enter the 6-digit code and are in.
Returning subs can go to the portal page and enter their phone number or email address. A code is sent only when the address matches one contact on your list.
The first sign-in shows a welcome screen with Assigned work, Daily logs, Invoices, and Bids. Subs see your company name and logo.
What each tab shows
Subs open the portal in a web browser. These are the tabs:
Work: everything you shared with them, newest first. Filters cover Bid requests, Shared items, Daily logs, Invoices, and Time entries.
Tasks: tasks assigned to them. They can mark a task complete and add photos. This tab appears only when tasks are turned on for them.
Messages: their conversations with you.
Schedule: only the schedule phases and items you assigned to them.
Bids: bid requests you sent, with a form to reply.
Time: Clock in and Clock out. This tab appears only for subcontractors you enabled for time tracking.
What they can submit
Subs can send you daily logs and invoices. They see only the daily logs they created, never yours.
On desktop, they select Create > Daily log or Create > Invoice. On a phone, they select Submit on the Work tab. On other tabs, they select the More menu.
A daily log has a date, an update, and up to 20 photos or videos. An invoice has an Amount, an optional Related work item you shared with them, a description, and an optional file. On your side, invoices appear in the Sub invoices card.
Messages go both ways
Subs message you from the Messages tab or from any shared item, daily log, invoice, or bid. In the Sub & vendor portal card on the project Overview tab, select the message button to read and reply.
On desktop it opens a side drawer. In the mobile app it opens a full-screen view.
Preview what a sub sees
Select View as sub on the card to see the portal the way a sub does. The banner reads "You're viewing as" followed by the vendor name.