Sharing Jobs to Subcontractors

This guide will take you through effectively managing subcontractors within your Trak account, allowing seamless collaboration and streamlined operations.

Understanding Subcontractor Setup

Trak offers robust features to accommodate subcontractors, whether they're individual contractors or companies. Here’s how you can set them up and manage their access:

Subcontractor Setup

Accessing Subcontractor Management: Navigate to your profile under your name to access subcontractor management. Here, you can view and manage all subcontractors linked to your account.

• Inviting Subcontractors:

• Existing Trak Accounts: If a subcontractor already has a Trak account, invite them by entering their email and selecting the services they provide. These services are crucial as they align with job types and compliance requirements.
• New Subcontractors: For those not on Trak yet, create a new contractor profile. Fill in basic details like first name, last name, company name, and email. Customize additional fields like industry and subcontractor information to specify their services and coverage areas.

Customizing Subcontractor Access

• Access Permissions: Tailor subcontractor access based on your business needs:
  • Determine what subcontractors can view and modify within Trak. Options include sharing files, notes, job descriptions, and client details.
  • Choose whether subcontractors can manage job statuses, update job details, or modify calendars.
  • Optimize visibility by configuring settings such as hiding client information or utilizing yourself as the client.

Allocating Jobs to Subcontractors

• Job Allocation: Efficiently assign jobs to subcontractors directly from the job details:
  • Add subcontractors to jobs using dropdown menus or by searching based on geographical preferences or service types.
  • Once assigned, jobs automatically appear in subcontractors' calendars with pre-populated details, ensuring seamless scheduling and notification.

Collaborative Tools and Communication

• Integrated Communication: Facilitate seamless communication with subcontractors:
  • Share job-related notes directly with subcontractors, notifying them instantly and enabling efficient collaboration.
  • Utilize Trak’s integrated system to update job statuses, track progress, and ensure compliance with established standards.

Template and Document Access

• Sharing Templates: Grant subcontractors access to essential templates like Safe Work Method Statements (SWMS) or completion reports:
  • Subcontractors can access and fill out templates directly within Trak, ensuring adherence to operational protocols and safety standards.
  • Manage document access by selectively sharing folders or individual files while safeguarding sensitive financial information.

Conclusion

Trak’s subcontractor management feature empowers businesses to streamline operations, enhance collaboration, and maintain operational transparency. Whether you’re managing multiple subcontractors or individual contractors, Trak provides the tools you need to optimize efficiency and ensure compliance. For further assistance or inquiries, contact our support team via contact@trak.co or through the support desk on our website. We look forward to supporting your business needs with Trak’s comprehensive subcontractor management capabilities.