Subcontractor & Vendor Portal
Invite subs and vendors, share project information, and collaborate.
By Handoff and 1 other2 authors7 articles
Portal Setup & Invitations
Invite subcontractors and vendors and manage their access.
- How the Sub & Vendor portal worksThe Sub & Vendor portal gives your subs and vendors one place to get shared files, assigned work, messages, and bids on a project, with no app or account.
- How to invite a sub or vendor to the Sub & Vendor portalAdd a sub or vendor to a project's Sub & Vendor portal, send the invite by email and text, resend or cancel it, and read each status.
- How to revoke or remove Sub & Vendor portal accessRevoke a sub's access to keep their history and restore it later, or remove the vendor from the project to delete their shares and message threads.
Subcontractor Collaboration
Coordinate project work and participation with subcontractors.
- How to share documents and files with a sub or vendorShare documents and files with subs and vendors from Shared items, a document, or the Files tab. See what can be shared, track views, and remove an item.
- How to request bids from subs and vendorsSend a bid request with a scope of work to subs and vendors, compare their bids, award one, and carry the result into your estimate or budget with Handy.
- How to review invoices from subs and vendorsOpen invoices your subs and vendors submit, mark them paid, and add them to the project budget by extracting expenses with AI or entering them by hand.