Subcontractor Agreements set expectations for the performance of subcontractors working on your project.
Terms and Conditions
“This is how you will behave on my job site”.
Scopes of Work
“This is how I want the work done on my project”.
You have two options for Subcontractor Agreements:
Default
“Terms and Conditions” and “Scope of Work” items are static.
Each phase has “Other” section, which allows customized input.
Three custom phases may be added.
Custom
All “Terms and Conditions” and “Scope of Work” items are customizable.
All section titles are customizable.
Five custom phases may be added.
Enter the Company Name and Project ID. This information is shared throughout the app.
Enter the Project Start Date. This is for reference only.
“Scopes of Work issued” will track the number of subcontractors who have received and accepted the Scope of Work for their phase.
The Scope of Work Phase section is automatically completed as the Scopes of Work are issued.
You will have ready access to the important contact information for all subs on the project.
Click on the blue house icon to go to that Scope of Work.
Two sections
Subcontractor List
Enter subcontractor contact information.
If you are using the same subs on every project, add all subs to the list and “Save” as a template (see “Hints and Tips” for how to set up a Company Template).
Building Phases
Default Building Phases are available.
All building phase names are editable.
Add new building phases in the green-shaded cells/ These names will be added to the drop-down menus on each Scope of Work.
At the “Provided to” dropdown menu, select the Subcontractor Business name.
The subcontractor contact information from the “Subcontractor List” will be added to the form.
Select the “Phase” of work the subcontractor will perform from the dropdown menu.
Enter the date.
These are my default Terms and Conditions.
Custom Terms and Conditions may be added at the bottom of the document.
Access the blank cells and add your own Terms and Conditions to customize for your business.
At the “Provided to” dropdown menu, select the Subcontractor Business name.
The subcontractor contact information from the “Subcontractor List” will be added to the form.
Enter the date.
These are my default Scope of Work Acceptable Performance items.
Custom Scope of Work items may be added at the bottom of the document.
Access the blank cells and add your own Scope of Work items to customize for your business.
The blue house icon in the page banner will return you to the Dashboard.
At the bottom left of the form, select “Print”.
Print the form as a PDF, and save the PDF to the Project File.
At your email server, send a copy of the Terms and Conditions or the phase Scope of Work PDF to the selected Subcontractor.
Along with the custom scope of work items on each page, there are three Custom Pages where you can create custom Scopes of Work.
Access the Custom Pages at the top menu.
Change the name of the page to the phase you wish to address. Pages will not display until the Page Name is changed.
Add the Scope Of Work Items for this phase.
Once the items have been entered, the page will display just as any other page.
If the new Scope of Work will be used on every project, save the file as a Template so it can be recalled for use.
Create a Company Template by completing the Company information on the Dashboard and adding information to the Sub List for all subcontractors you regularly employee.
Save the app as “Sub Agreement Template”.
Access the app and load the saved template as each new project is initiated, and add the Project information.
Set up the app when a project is begun by accessing the app and loading the “Sub Agreement Template”.
To issue each subsequent Subcontractor Agreement, access the app, load the previous saved copy, issue the Terms and Conditions or the Scope of Work, then save the form.
If a subcontractor does not accept the Scope of Work, re-issue the Scope to a new subcontractor.
Add the new subcontractor to the “Sub List”.
Go to the appropriate phase and reissue the Scope of Work.
DO NOT FORGET TO SAVE YOUR WORK EACH TIME YOU ACCESS THE APP.
Instructions for saving and reloading the app are available at the “File Management” tab.
When saving and renaming the file, especially for the files that are used throughout a project, chose a simple name.
In this case, “ProjectName Sub Agreements” will suffice and will be easy to locate in the Project folder.