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Setup Subcontractor Pre-Qualification | SiteBook Help Center

Table of contents Setup Subcontractor Pre-Qualification

Setup Subcontractor Pre-Qualification

Updated over a year ago Table of contents

Home → Contractors → Click PreQual (button)

Tick the boxes in the Pre-qualification list that you require the Contractor to provide.

Notes:

We recommend that you tick the following:

  • Evidence Required - This prompts the Contractor to upload a copy of the item.

  • Review - So you can keep a record of who reveiwed each item provided by the contractor.

Evidence Required - This prompts the Contractor to upload a copy of the item.

Review - So you can keep a record of who reveiwed each item provided by the contractor.

The default requirements are copied from your template. You can change the defaults by clicking on "Edit Template".

Home → Contractors → Click PreQual (button)

Tick the boxes in the Pre-qualification list that you require the Contractor to provide.

Notes:

We recommend that you tick the following:

  • Evidence Required - This prompts the Contractor to upload a copy of the item.

  • Review - So you can keep a record of who revewied each item provided by the contractor.

Evidence Required - This prompts the Contractor to upload a copy of the item.

Review - So you can keep a record of who revewied each item provided by the contractor.

The default requirements are copied from your template. You can change the defaults by clicking on "Edit Template".

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