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Setting up your sub-contracting companies

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:

  1. Log in to the Admin Console

  2. Navigate to the Suppliers Tab

  3. Click the Orange + Add Button - Found in the top right corner

  4. Select "Add New" - Choose this option for a single subcontractor

  5. Fill in the Details - Complete all required fields marked with an asterisk (*)
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  6. Save
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Uploading Bulk Subcontractors

Download CSV Template

  1. Log into the Admin Console

  2. Go to the Suppliers page

  3. Click the arrow button next to Add Supplier

  4. Click Bulk Upload

  5. Click Download CSV Template
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Prepare Your File

  1. Open the CSV file in Google Sheets, Microsoft Excel, or Apple Numbers

  2. Edit the Template

  3. Navigate to the Subcontractors / Suppliers Tab

  4. Click the Orange + Add Button

  5. Select "Bulk Upload"

  6. Upload Your File and follow the prompts
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Subcontractor Settings

Customising Labels

Step-by-Step Instructions:

  1. Log in to the Admin Console

  2. Go to My Business

  3. Navigate to Settings

  4. Scroll to Supplier / Subcontractor Settings

  5. Change the Text

  6. Click SAVE
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Linking Companies/Suppliers to Users

Step-by-Step Instructions:

  1. Go to Team & Users from your Admin Console

  2. Edit or Add a User

  3. Fill in User Details

  4. Navigate to the Subcontractor Section

  5. Choose the Relevant Subcontractor

  6. SAVE
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  1. If necessary, change the user's access level to Subcontractor to restrict their visibility to only subcontractor-specific resources.

Site Access for Subcontractors

Role-Based Permissions and Visibility Groups

In Site App Pro, user access to forms and resources is controlled by role-based permissions. Subcontractor-linked users typically cannot view or access internal forms or resources unless explicitly permitted. This ensures that sensitive internal information remains secure and accessible only to authorized personnel.

If a subcontractor needs access to specific forms, you can either:

  • Send the completed form to them via an external request for signature or approval from the Admin Console.

  • Adjust their access level to grant them visibility of internal forms, if appropriate.

Assigning Sites to Subcontractors

Step-by-Step Instructions:

  1. Log in to Your Admin Console

  2. Click on Sites

  3. Select the site you want to configure

  4. Go to the Subcontractors Access Tab

  5. Select the Subcontractor

  6. Save
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Troubleshooting Access Issues

If a subcontractor-linked user is unable to view or complete forms they should have access to, verify the following:

  • Ensure their role and access level are correctly configured as described above.

  • Confirm that the forms or resources in question are assigned to their subcontractor group.

  • If necessary, resend the form to them via an external request for signature or approval.

Export your Supplier List

Do you need a list of your Suppliers, Equipment or Staff? You can export this list from your Administration Console.

  1. Log in to the Admin Console

  2. Go to Suppliers

  3. Click the Three Dots icon

  4. Click Download as CSV

  5. Your CSV file will download to your device
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Support & Resources

Need Assistance? Contact our support team at [email protected]

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