What it is and why it helps
A subcontractor record holds company contact information, documents, and communication history. It is your starting point for collecting and renewing files.
How to use it
- Open Subcontractors → Add Subcontractor.
- Enter Company Name and Email, with optional contact, phone, address, and notes.
- Save and open the company record to manage documents.
- Search by company, contact, or email, or use compliance filters.
Adding companies
Name and email are required. Email is normalized, and currently required document types are attached as missing requirements. Adding a company requires current trial/subscription access and remaining active-roster capacity.
The company record is not a subcontractor login; collection uses private links.
Archiving a company
Use Archive on the roster and confirm. The company leaves the normal roster and dashboard, and automatic renewal reminders stop. Its record is retained; archiving is not deletion.
The current UI has no restore/archive browser or general company-profile editing form. Contact support if you need to correct existing contact details rather than creating a duplicate.