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Adding & Managing Subcontractors (CRM)

Overview

Subcontractors are businesses or people who do jobs for you but are not your employees. This article explains how to add a subcontractor and send them jobs.

1. Open the Subcontractors page

Go to Resources → Subcontractors, then click Add Subcontractor.

2. Enter their details

Fill in:

  • Subcontractor Name

  • Email Address

  • Phone Number

  • ABN Number

  • Are you GST Registered? Choose an option from the list.

3. Upload documents (optional)

Under Upload Documents, drag and drop a file or click Choose file. Images, PDF and Docx files are supported, up to 5 MB each.

4. If the subcontractor already uses Movermate

  1. Turn on Is subcontractor a Movermate user?

  2. Enter their company identity.

Where do they find their company identity? Ask the subcontractor to open their own Movermate account and go to Settings → Business & Team → Business Details → Company Identity.

5. Save

Save the subcontractor.

6. Send a job to the subcontractor

Once a subcontractor has been added, you can transfer any job to them.

For further questions, contact the Movermate Product Experts at [email protected].

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