Add a Subcontractor

Users can add one or more subcontractors by editing a contractor on a case.

1. Open a case.
2. Tap the edit icon to the right of the contractor.

The Edit Contractor panel opens.

3. At the bottom of the Edit Contractor panel, tap the arrow to expand the Subcontractors section.

4. Tap Add record.

The Add Subcontractors panel opens.

TIP: You can filter the list of records displayed. See Filter Records for more information.

5. Select the subcontractors and tap Add subcontractor.

The subcontractor is added to the Subcontractors section. From here you can search, add, and remove subcontractors as well as view existing subcontractors.