Located at the top of the screen, the button bar displays filter options for viewing subcontractor accounts by status and financial conditions.

Quick search and filtering tools to locate subcontractor accounts by various criteria.

Select the PDF icon to generate the following reports for subcontractor accounts:

Import bulk subcontractor data or export existing records for external use.

Select the ≡ icon on a record to access these options:

Check one or more record checkboxes to reveal a batch action bar with the following buttons:

Select the Actions button on a selected subcontractor record to access these options:

Select the Options button on a selected subcontractor record to access these options:

The Overview tab displays count tiles, contact and address information, a Financial panel, Attributes, and an Activity Log for the subcontractor account.

The Details tab holds accounting and identification fields for the subcontractor.

Add and manage contacts associated with the subcontractor account. Use the + icon to add a new contact.

One contact can be marked Primary. Select the ≡ icon on a contact row for additional options.

Select Options → Edit to open the Edit Card. This is where account status and cross-module display settings live.

Configured in Settings → Users / Access.

These permissions apply jointly across the Clients, Vendors, and Subcontractors modules. Configured in Settings → Users / Access.

These settings in Settings (Gear icon) → Company Preferences → Clients / Vendors / Sub change how Subcontractors behaves. If a button or field described in this article is missing or behaves differently, check the matching preference below.

Creating a subcontractor account allows you to track vendor relationships, manage contacts, and monitor payables.

1. Navigate to Directory → Subcontractors
2. Click the New button
3. Enter the Account Name and primary contact information
4. Add Billing Address and Shipping Address if different
5. Add relevant Keywords for easy searching
6. Click Save to create the account

Keep subcontractor contact details current by updating information on the Edit Card.

1. Navigate to Directory → Subcontractors
2. Click the subcontractor account you want to update
3. Select Options → Edit to open the Edit Card
4. Update the Email, Phone, or address fields as needed
5. Click Done to save the changes

Track multiple contact persons for each subcontractor account with their individual roles and contact information.

1. Navigate to Directory → Subcontractors
2. Click the subcontractor account
3. Switch to the Contacts tab
4. Click the + icon to add a contact person
5. Enter the contact's name, title, phone, email, and address
6. Save the contact to add it to this account

Use the Payables filter to quickly view all subcontractors with outstanding bills across all contracts.

1. Navigate to Directory → Subcontractors
2. Click the Payables button in the button bar
3. The list filters to show only subcontractors with unpaid bills

Identify accounts with overdue payments to prioritize your accounts payable workflow.

1. Navigate to Directory → Subcontractors
2. Click the Past Due button in the button bar
3. The list displays only subcontractors with bills that have passed their due date

Mark subcontractor accounts as on hold to prevent new work assignments or alert team members of issues.

1. Navigate to Directory → Subcontractors
2. Click the subcontractor account you want to place on hold
3. Select Options → Edit to open the Edit Card
4. Check the Account Hold checkbox and click Done
5. The account is now marked on hold and appears in the Account Hold filter

Create PDF reports showing subcontractor information, contact details, or account balances.

1. Navigate to Directory → Subcontractors
2. Apply any filters to narrow the list (optional)
3. Click the PDF icon in the toolbar
4. Select the report type:

• Basic - List of subcontractors with contact information
• Detailed - Comprehensive information for each subcontractor on separate pages
• Balances - Current balance for each subcontractor

5. The PDF report generates and downloads automatically

Export subcontractor records to CSV format for analysis in Excel or other applications.

1. Navigate to Directory → Subcontractors
2. Apply any filters to include only desired records (optional)
3. Click the Export icon in the toolbar
4. A CSV file downloads containing all visible subcontractor records

TRUE supports bulk importing subcontractor accounts using CSV files. Excel files (.xlsx) are not directly supported - you must use the CSV template provided by the system.

1. Navigate to Directory → Subcontractors
2. Click the Gear icon (⚙️) in the toolbar
3. Select CSV Template to download the required format
4. Open the template and add your subcontractor data, ensuring column headers remain unchanged
5. Save your file as CSV format (not Excel .xlsx)
6. Return to the Subcontractors module
7. Click the Gear icon (⚙️) and select Import Records
8. Upload your completed CSV file
9. Review the import preview and confirm to add the records

Archive inactive subcontractor accounts to keep your active list organized while preserving historical records.

1. Navigate to Directory → Subcontractors
2. Click the subcontractor account you want to archive
3. Select Options → Edit to open the Edit Card
4. Check the Archive checkbox and click Done
5. The account is archived and no longer appears in the active list

Permanently remove subcontractor accounts from your system when they are no longer needed.

1. Navigate to Directory → Subcontractors
2. Locate the subcontractor account you want to delete
3. Click the ≡ icon on the record
4. Select Permanently delete the record
5. Confirm the deletion when prompted

Mark frequently used subcontractor accounts as favorites for quick access.

1. Navigate to Directory → Subcontractors
2. Locate the subcontractor account
3. Click the ≡ icon on the record
4. Select Add as a favorite
5. Use the Favorites button in the button bar to view all your favorited subcontractors

Access to the Subcontractors module is controlled by user permissions. If you cannot see or access this module:

1. Contact your system administrator
2. Request the User can access the Subcontractors module in the Directory workflow permission (ID #1545)
3. Once granted, you'll find the module in the Directory workflow

The ability to delete subcontractor accounts requires a specific security permission. If you cannot delete records:

1. Contact your system administrator
2. Request the Delete (Clients / Vendors / Subcontractors) permission (ID #612)
3. This permission is found in the General section of user access settings

Viewing financial information like payables and past due amounts requires specific permissions. If you cannot see this data:

1. Contact your system administrator
2. Request the View Financial Information (Clients / Vendors / Subcontractors) permission (ID #445)
3. This permission is found in the General section of user access settings

Merge duplicate subcontractor records to consolidate history and maintain clean data. This feature requires special permissions.

1. Ensure you have the Merge Clients / Vendors / Subcontractors permission (ID #1647)
2. Navigate to Directory → Subcontractors
3. Identify the duplicate accounts to merge
4. Contact your system administrator if you need assistance with the merge process
5. After merging, all history consolidates into the primary account

Yes, you can set a subcontractor to display in multiple modules if they serve different roles in your organization.

1. Navigate to Directory → Subcontractors
2. Click the subcontractor account
3. Select Options → Edit to open the Edit Card
4. Check Clients, Vendors, and/or Subcontractors to indicate which module(s) this account should appear in, then click Done
5. The account will now be accessible in every module you checked while maintaining a single unified record