Adding a Subcontractor to a service contract

Article author
Maddison Taubert
  • Updated

 Adding a Subcontractor to a Service Contract when you are not using the Routines extension: 

Step 1: Navigate to the Servicing > Service page using the tabs at the top of the page.

Step 2: Click the blue, Manage Service Contacts button at the top of the Services page.

Step 3: Click Edit on any subcontracted Service in the Service Contract page.

At the bottom of the page, you will see the Subcontractors section:Screen Shot 2017-03-16 at 11.47.35 am.png
Step 4: Enter the subcontractor's details:

a) Check ‘Is subcontracted’.

b) Subcontractor - Search existing contractors for the subcontractor you are looking for.

c) Subcontractor Price - Enter the amount paid to the subcontractor for each completion of the service.

d) On generation - When a service contract is valid, what would you like to happen? 

- Generate a 'task' on Uptick

- 'Do nothing' so no task is generated (this is for general knowledge that this service contract is sub-contracted, but you don't want any task generated)

Step 5: Click 'Save Service Contract'.

Step 1:

Example subcontracted service contract that is to have a task generated: 

Once the sub-contractor has been added to a chosen service contract, it will go green on the routine/services table on the property.

Screen_Shot_2017-05-29_at_11.31.52_am.png

and will display the contractor on the service contract list

Screen_Shot_2017-05-29_at_11.32.36_am.png

You'll get a task that looks like this, using the "Subcontracted: Yes" filter:

Adding a Subcontractor to a Routine:

Step 1: When you are on a property, go into the routine tab and click manage routine services.

Step 2: On an active routine, click the blue service actions button on the right-hand side of the routine.

Step 3: Click edit.

Step 4: Select a "contractor" that is already set up in Uptick and select an 'Output Type".

Output Type: 

Nothing- nothing is generated when routine is due.

Task- Task is generated when Routine is due.

Audit- Audit is generated when routine is due. 

Step 5: Save

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