Contractors — your subbies, in one list

Most builders keep their subbies in a phone contact list, a spreadsheet, or their head. The Contractors page is that list, in the Hub: who they are, what trade they do, and whether you want them getting quote requests. Once someone's on the list and marked eligible, adding them to a request for quotes is one click instead of retyping their email every time.

> Contractors is included on the Company plan. On Solo and Crew the page doesn't > appear — an owner can upgrade any time under Settings → Billing. If you're on > Company and still don't see it, an administrator hasn't turned the feature on yet.

Building the list

Open Contractors from the sidebar (under Clients) and fill in the row at the top:

• Business name — what you call them ("Jo's Plumbing").
• Contact name, email, phone — the email is the one that matters; it's where

quote requests and their sign-in link go.

• Category — free text, your words. Type "Plumbers", "Sparkies", "Roofing", whatever

you actually say. As you build the list, the categories you've already used come up as suggestions so you don't end up with "Plumbers" and "Plumbing" side by side.

• Eligible for quote requests — the switch that decides whether they show up when

you're building a request for quotes. Being on the list isn't the same as being on the quote list; a supplier you keep for reference can sit there un-ticked.

The list groups itself by category, with anyone uncategorised at the bottom.

Changing and removing

Tick or untick eligible straight from the row — it saves as you click. Edit opens the whole record underneath the row — business name, contact name, email, phone, category and notes — so you can correct a phone number, move someone to a different category, or jot down "prefers texts" long after you added them. Clearing a field empties it.

One thing to know before you change someone's email: their quote hub belongs to the inbox, not to the row. Saving a new address issues a new sign-in link and invalidates the old one, and the new address sees only the requests you send it from then on — not the ones already sent to the previous address. That's deliberate: correcting a typo is one thing, but "Dave left, here's Sam's address now" must not hand Sam Dave's quote requests, or leave Dave's old link working. If it was genuinely the same person's new address, point them at /contractor/sign-in for a fresh link and re-send anything still open.

Archive takes them off the list without touching history: any quote request you've already sent them stays exactly as it was, still comparable, still accepted-or-not. Archiving is the right button for "we don't use them any more"; there's no hard delete, on purpose.

Sending them a quote request

On a deal's Requests For Quotes tab, build your package as usual, then use the Add from contractors… picker above the manual email field. It lists every eligible contractor, grouped by category. Pick one, click Add contractor, and they're a recipient — name and email filled in from the directory.

Typing an email in by hand still works exactly as before, for a one-off you don't want in the list.

What the contractor sees

Two ways in, both passwordless:

1. The link in their invite email — the same per-request link the Requests For Quotes

feature has always sent. Opens straight onto that one request.

1. Their quote hub — a page listing *every* live request they hold, so they don't have

to dig through their inbox. Point them at /contractor/sign-in: they enter their email and we send the link to that inbox. There's deliberately no way for you to read or copy their hub link — see below.

Either way there's no account and no password — the link is the sign-in. They only ever see requests addressed to them: nothing about the deal's estimate, your pricing, or any other contractor's numbers. Requests drop off the hub once they expire.

The hub goes by email address, not by how the request was added — so a request you typed their address into by hand shows up alongside the ones you added them to from the directory. It's also one page across builders: if the same subbie works for two builders who both use this app and both have them in their directory, one hub shows both lots of requests, each labelled with the builder it came from. Nothing else crosses over — you can't see their other builders, and they can't see your pricing.

That's exactly why the hub link is email-only: it reaches their inbox and nowhere else, and there's no button on your side to read or copy it. If you need to prompt them, send them to /contractor/sign-in and they'll get a fresh link.

Letting them upload their own estimate

Plenty of subbies quote out of their own software and don't want to retype it into a table. On the quote-request page there's now Your own estimate (optional) — they upload the PDF (or whatever their system exports, up to 20 MB) and it comes back to you attached to their row on the Requests For Quotes tab, next to their status. Click the filename to open it.

They can do both: fill in the per-item prices *and* attach the PDF. The per-item prices are still what feeds the comparison table and the Accept prices writeback — the upload is the supporting document, not a replacement for the numbers. If they upload a revised version, it replaces the first one — and if they submit prices and *then* remember the PDF, the upload box is still on the page afterwards.

The upload box only appears where Contractors is switched on and included in your plan. Turn Contractors off and it disappears from the quote-request page, along with the download link on your side.