Overview
Subcontractor records help the business manage third-party providers as structured records instead of informal notes.
Where To Find It
Path: Field Services > Subcontractors
Use the subcontractor detail screen when creating or maintaining outside providers used in projects, service, or field operations.
How It Works
QBM stores the subcontractor's company and contact details, communication information, address information, group, and special payment wording such as name on check.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Business and contact identity | Defines the subcontractor company name, contact person, and full identity values. | Use it so staff and finance can recognize the provider clearly. |
| Communication and address | Stores phones, emails, address values, and related contact data. | Use it when the provider must be reachable and documented properly. |
| Control values | Includes grouping, inactive status, and name-on-check style details used by the business. | Use it when the subcontractor record must support operational and payment control. |
Recommended Workflow
- Create the subcontractor record with the correct company and contact names.
- Enter the main communication details and address information.
- Set the name on check if your company requires specific payment wording.
- Assign a group if the business uses subcontractor grouping, then save the record.
Best Practice
- Keep subcontractor records complete enough for both operations and payments.
- Use inactive status when a provider is no longer used instead of removing historical context.
- Review check wording carefully if the provider requires a specific payable name.