How Do I Add a Sub?
- Team, Subs, Add sub. His name and his phone.
- Then pick his WhatsApp group, or a chat, from your phone's list.
- A sub is not a login. He never needs a password.
- Limit him to the job types he takes, or leave it on all types.
Subcontractor Management Software for Home Service Companies
Send the job to your sub on WhatsApp. He answers OK, and the job is his. When it is done, his cut is worked out and his balance closes in one press.
- The job goes out on WhatsApp or by text. Nothing for him to install.
- His cut is worked out on every job
- His balance closes with a PDF he can check line by line
Your first three subs and techs are free on every plan.
Subs Get the Job Without a New App
- You link your own WhatsApp phone once, by scanning a code, like WhatsApp Web.
- Each sub gets his jobs in his own WhatsApp group or chat, or by text. WhatsApp and SMS today.
- He answers with a word from your list, like OK. That reply is what moves the job.
- He keeps his own phone and his own WhatsApp. The app is for you.
Questions Bosses Ask About Their Subs
Which Sub Gets the Job?
- You pick him, or the job is offered for you.
- Best fit: one sub at a time, in your order. Most profit, closing rate, ticket, lowest cut or least busy.
- Everyone: all at once, and the first OK takes the job.
- Nobody said OK? It is offered again to everyone who did not say no.
How Is His Cut Worked Out?
- Percent of the job total, percent of the job profit, or a fixed amount per job.
- Set it on the sub, or on one job. The job wins.
- Parts he bought come back to him in full, on top of his cut.
- Card fees come out before profit. Every share adds back to the cent.
What If He Collected the Cash?
- Then he holds your money, and the screen says so: They owe you $X.
- His cut is counted against the cash he holds.
- One closing for the difference, not two.
How Do I Pay Him?
- Finance opens on Close balance: one row per person, per week.
- Press Close balance, read the PDF, press Approve. Nothing closes before you do.
- His jobs move to Balanced. The statement is kept in History.
- Auto report can close and send his report every week, by email, WhatsApp or text.
What Can a Sub See?
- Only what you send him: his jobs and his reports, on WhatsApp or by text.
- He signs in to nothing unless you invite him.
- Anyone you invite is an owner or a member. Both see jobs, money and reports.
- Only an owner can invite, remove or change roles.
What Does It Cost Per Sub?
- No fee per seat.
- Your first three subs and techs are free on every plan.
- Each one after them uses automation credits each month.
- The Free plan is $0. No card to start.
Start With One Sub, Free.
- Add one sub and link his WhatsApp group.
- Send him one job. Watch his OK move it.
- On Friday, close his balance in one press.