Subcontractor manager guide

Subcontractor company manager

A builder has invited your company onto one of their projects. Working on invited projects is free. You see that project and the tasks the builder gives your company, and you can add your own workers if the builder allows it.

Accepting an invitation

Open the email from TradieDash and set your password (the email may say "Reset your password". That is your invitation).
Sign in at tradiedash.com.au/app. Your invitation is shown with the project name and trade. Press Accept invitation.
Confirm your business name and press Continue, then enter your own name and press Join project.

Screenshot: Your invitation, with (1) Accept invitation. — Your invitation, with (1) Accept invitation.

Screenshot: Confirm your business name. — Confirm your business name.

Screenshot: Your name, as the builder will see it. — Your name, as the builder will see it.

Screenshot: Your Dashboard after accepting. — Your Dashboard after accepting.

Common problems

I see "This account isn't linked to a business yet" and no invitation.: The invitation was sent to a different email address, or it has expired or been withdrawn. Ask the builder to check People & access and resend it.

Accessing assigned work

Open Jobs to see the projects you have been invited to.
Open the project to see its address, instructions, documents and your company's tasks.

Screenshot: The builder's project, as your company sees it. (1) Add my worker. — The builder's project, as your company sees it. (1) Add my worker.

What you can and can't do

You CAN	See this project's address, instructions and documents; work on the tasks given to your company; record progress, photos and time; add your own workers (if allowed).
You CANNOT	See the builder's other jobs, customers, quotes, invoices, prices or costs; see other trades' tasks; change project rules; invite other companies.

Acknowledging current instructions

On the project, read the work instructions and press "I have read and understood these instructions".
If the builder publishes a new version, you will be asked to acknowledge it again.

Screenshot: (1) Acknowledge the current instructions. — (1) Acknowledge the current instructions.

Screenshot: Acknowledged. — Acknowledged.

Uploading required documents

On the project, under Job documents, press Upload.
Choose the document type. Documents the project requires are listed first, marked "required for this project".
Pick the file (PDF, photo, Word/Excel or CSV, up to 20 MB).

Screenshot: Required documents are listed first. — Required documents are listed first.

Screenshot: The uploaded document. The builder now sees it as provided. — The uploaded document. The builder now sees it as provided.

Result: The builder no longer sees that document as missing for you under People & access.

Adding your own workers

More → Team → Invite user. Enter your worker's name and email and send the invite (free).
On the project press Add my worker, choose them, then press Add to this project.
Each worker sees only the tasks you give them.

Screenshot: Inviting your own worker: (1) name, (2) email, (3) Send invite. — Inviting your own worker: (1) name, (2) email, (3) Send invite.

Screenshot: Adding a worker to this project. — Adding a worker to this project.

Common problems

"Add my worker" is missing.: The builder has not allowed your company to manage its own workers on this project. Ask them to switch it on.

Reviewing and completing tasks

Open a task given to your company. Use "Assign one of my workers" to hand it to your people.
If the builder requires every assigned worker to submit, each person presses Submit my part. The task completes when everyone has.
Add notes and photos as evidence. Required completion photos must be added before the task can be completed.

Screenshot: (1) Assign one of my workers. — (1) Assign one of my workers.

Screenshots show a fictional sample business. Your own screens show your data.