Your subcontractor connections database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your subcontractor connections.

To view your subcontractor connection details, click the connections icon  from anywhere within the web app and then choose Subcontractors.

From within the subcontractor screen, quickly find your subcontractor by entering any part of their details in the smart filter.

To edit your subcontractor’s details, click the three dots icon next to the relevant subcontractor to bring up the Subcontractor actions menu.

From there you can

• Send login details to a contact at the subcontractor
• Change details if the subcontractor is not using Okappy, or request a change if they are
• Change how the subcontractor is recognised in your account settings
• Convert the connection from a subcontractor to a customer
• Delete the subcontractor connection

Quick links are available for each of your subcontractors. This provides access to:

• Subcontractor notes
• Documents

Click the Notes quick link to view notes for that subcontractor connection and add new notes.

Click the Documents quick link to view documents for that subcontractor connection and add new documents.