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- Subcontractor Management
- Implementation
How a Subcontractor Management rollout works
Rehearse a real subcontractor from qualification through a reviewed claim before expanding the operating scope.
Agree the pilot
Procurement Manager selects a subcontractor and project with an upcoming claim. Identify the people responsible for qualification, site verification and final payment approval.
Prepare company evidence
Load reviewed company details, contacts and trade information. Compliance Officer agrees requirement applicability and checks current insurance and license evidence.
Reconcile scope and purchasing
Project Manager brings the executed agreement and priced lines. Procurement Manager confirms the matching purchase order and its billed position.
Rehearse the claim
Follow a field entry through verification, then review the pay application and any deduction with Controller. Test the waiver hold with a mismatched document before supplying the correct evidence.
Connect the outcomes
Configure the accounting and document handoffs. Confirm how the team records payment and signature outcomes, then reconcile the pilot's annual tracking where applicable.
Review access and expand
Check the operating cycle under each participant's account. Resolve failed actions and company-scope errors before inviting more subcontractors.
What the customer provides
Bring the company list, current qualification documents and an agreed requirement policy. Provide project references, executed agreements, order lines and a recent claim with its supporting waiver. Controller supplies opening payment information and the year-end preparation policy. Identify the existing accounting, signing and filing services that will participate in the handoff.
Changing it afterwards
Review a changed requirement against the affected trade or state before sending new requests. Rehearse new approval routing with a submitted scope and a verified claim. Keep the evidence for existing agreements available when introducing a different process. Use the data model to plan imports and roles to review access changes.
Set up Subcontractor Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.