Subcontractor Documentation

The Subcontractor Documentation section controls which documentation types are available for all subcontractors and identifies which are required for submission through the Technician Portal or Easy Upload link.

📚 Documentation Settings

Go to Settings → Subcontractors → Documentation

Here you’ll see the Subcontractor Documentation screen. By default, three global documentation categories are created: Inspection Report, Work Order, and Invoice. 

• Category — Categorize the type of documentation subcontractors can upload. Each active type appears as its own upload section for the subs
• Type — Global documentation means every subcontractor sees it 
• Required — If checked, submission is blocked until the documentation is provided
• Active — Each active documentation type appears as its own upload section for the subcontractors 

🌏 All documentation types listed here are global — they apply to every subcontractor and appear as individual upload sections in the Technician Portal or Easy Upload screen.

🧾 Managing Global Documentation 

From this screen, you can:

• Mark Required – Select the checkbox to make the document mandatory before submission.
• Deactivate – Remove the document type from visibility if it’s not needed.
• Add New Category – Create a new documentation type (e.g., Receipt, Permit, Photos).

When you mark a document as required, subcontractors will see a red asterisk next to that category in their upload view. They will not be able to submit their work until all required files are uploaded.

Click Update to save any changes made. 

These settings apply globally to all subcontractors, but you can further customize per subcontractor when sending the invite.

📤 Subcontractor View

Subcontractors upload their files through the Technician Portal or via an Easy Upload link.

The subcontractor sees the available active documentation: Inspection Report, Invoice, and Work Order. 

In this example, the Inspection Report is required, and since nothing has been uploaded, the subcontractor is unable to submit. 

Once all required documents are uploaded, the subcontractor can submit the job back to the primary account for review.

🧩 Key Notes

• These settings apply globally to all subcontractors, but you can further customize per subcontractor when sending the invite.
• All uploaded documentation appears in the Documentation tab on the inspection details screen once received.
• You can update or add new documentation categories at any time.