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:
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'.
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.
and will display the contractor on the service contract list
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".
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