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- Subcontractor Management
- Get Started
Get Subcontractor Management running in four steps.
Use a current subcontractor and project to rehearse the first qualification and payment cycle with Proto.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Subcontractor Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Subcontractor Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to begin, then use Proto to configure Subcontractor Management for your business. Invite the Procurement Manager, Project Manager and Controller who will own the first operating cycle. Include the Field Supervisor who checks the work and the subcontractor contact who supplies documents.
Prepare the first operating cycle
Choose a subcontractor with a current project and a claim due soon. Bring company details, qualification evidence and the executed agreement with its purchasing reference. Agree the document requirements and SOW approval routing. Follow a field entry into the claim and collect the waiver needed for the project jurisdiction.
Review before release
Ask each participant to complete their part under their own account. Test a blocked onboarding task, a suspended vendor claim and a waiver with the wrong jurisdiction. Confirm the accounting handoff and payment reconciliation with Controller. Use implementation to expand after the pilot’s unresolved items have clear owners.
Set up Subcontractor Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.