Support

Subcontractors

Keep your trade partners, their paperwork, and their ratings in one place.

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4 guides · ~1 min read

Add a subcontractor
  1. 1Open Subcontractors and add a new partner with their trade and contact details.
  2. 2They're now available to assign to projects.
Track insurance and compliance documents

Upload each sub's required paperwork — insurance / COI, W-9, license — with expiry dates. The compliance badge flags anything missing, expired, or expiring soon — and if a sub's paperwork is red, Managolio blocks new project assignments until it's fixed.

  1. 1Open the subcontractor and add a document with its expiration date.
  2. 2Check the compliance badge on the roster at a glance — expired or missing paperwork blocks new assignments until it's resolved.
Assign a sub to a project
  1. 1From the subcontractor or the project, create an assignment.
  2. 2When the work is finished, mark the assignment complete.
Rate a subcontractor

After a job, give the sub a star rating so you remember who's reliable when it's time to staff the next project.

Still need a hand?

Can't find what you're looking for? Reach our team — real people who know the product and are glad to help.