Site App Pro is your ultimate solution for managing subcontractors and their teams.
Adding Subcontractors
You can add new subcontracting companies from the Admin Console either individually or via bulk upload.
Adding a Single Subcontractor:
Log in to the Admin Console
Navigate to the Suppliers Tab
Click the Orange + Add Button - Found in the top right corner
Select "Add New" - Choose this option for a single subcontractor
Fill in the Details - Complete all required fields marked with an asterisk (*)
Save
Uploading Bulk Subcontractors
Download CSV Template
Log into the Admin Console
Go to the Suppliers page
Click the arrow button next to Add Supplier
Click Bulk Upload
Click Download CSV Template
Prepare Your File
Open the CSV file in Google Sheets, Microsoft Excel, or Apple Numbers
Edit the Template
Navigate to the Subcontractors / Suppliers Tab
Click the Orange + Add Button
Select "Bulk Upload"
Upload Your File and follow the prompts
Subcontractor Settings
Customising Labels
Step-by-Step Instructions:
Log in to the Admin Console
Go to My Business
Navigate to Settings
Scroll to Supplier / Subcontractor Settings
Change the Text
Click SAVE
Linking Companies/Suppliers to Users
Step-by-Step Instructions:
Go to Team & Users from your Admin Console
Edit or Add a User
Fill in User Details
Navigate to the Subcontractor Section
Choose the Relevant Subcontractor
SAVE
Site Access for Subcontractors
Assigning Sites to Subcontractors
Step-by-Step Instructions:
Log in to Your Admin Console
Click on Sites
Select the site you want to configure
Go to the Subcontractors Access Tab
Select the Subcontractor
Save
Export your Supplier List
Do you need a list of your Suppliers, Equipment or Staff? You can export this list from your Administration Console.
Log in to the Admin Console
Go to Suppliers
Click the Three Dots icon
Click Download as CSV
Your CSV file will download to your device
Support & Resources
Need Assistance? Contact our support team at [email protected]