Intro
Subcontractor services are any service that is set in the system but performed by an external company. Subcontractor services are primarily concerned with ordering, observing, and signing off on work performed by another business, so these services don’t have sub-tabs for materials planning.
Layout
Subcontractor service details are relatively simple compared to surface treatments and repair services.
Service Info
Service information contains only a status field because the subcontractor is responsible for evaluating service conditions and bidding according to their own criteria.
Subcontractor Info
Subcontractor Info is the main field of note. Initially blank, this section is where one or more subcontractors can be assigned to the service. This is done by selecting the “Add New Sub” button to open the subcontractor details.
After this, additional subcontractors can be added via the “Add Sub” button at the top right of this section.
Description of Fields
Subcontractor (Required)
The subcontractor assigned to this service. Only subcontractors who have been listed in the subcontractor’s module can be selected via this searchable drop down. The process to add a subcontractor to the module is covered separately.
Target Completion Date (TCD) - Season (Required)
Target Completion Date (TCD) is used to mark the working season in which the service should be performed. Exact dates and scheduling are handled later in the planning process.
TCD Year (Required)
The same as TCD season, but this field determines which year that a service will be performed in. Only the current and next year are available to choose.
SqFt (Optional)
The total area in square feet, that a contractor needs to service. This field is left blank if it’s not relevant.
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Qty (Optional)
The total quantity of items to be serviced. This field is left blank if it’s not relevant.
Bid Amount (Required)
The official bid provided by a contractor to complete requested services. This will be the amount payable to the contractor on completion of services.
Proposal Amount (Required)
The value of this service as determined by the project proposal. This is the amount of money the customer pays for this service to be completed.
Markup (Dependent)
The markup field is not interactable, it will change based on the values provided to the Bid Amt & Proposal Amt fields. Markup provides a percentage indicator of the total profit generated by this deal.
Sales - PM Notes (Optional)
A general notes field for issues or information about this subcontractor or the service. These notes are visible to any user with project access.
Support Services
Support services are dependent services which are required to support a main service. Services that require a road closure will usually require one or more of support services to fulfill various legal or client requirements.
Requires Noticing
Noticing, also called Canvassing, is the process of delivering a legal notification to residents or businesses that will be affected by a road closure. If a property will lose the use of a main access point for the duration of a work order, they have a right to be informed of this loss. This process is required at least 48-hours in advance of a closure, but clients can request additional notifications.
Requires Shuttle
Shuttles are used to help residents, guests, or customers get to their homes or businesses through particularly large work areas that prevent normal travel. Shuttles are typically lightweight golf carts that can travel across sensitive surfaces without causing damage. These vehicles require additional labor and planning to set up, so it’s important to establish the need for a shuttle as early as possible.
Requires Traffic Control
Major road closures, like a multi-lane street or main road, can require traffic control to accommodate. These include caution cones and closure/detour signs that help direct traffic around a work area to prevent congestion. Some large projects may require onsite traffic management and flaggers, which are included within a traffic control plan.
Requires Encroachment Permit
Encroachment permits are legal documents provided by a city or municipality that grant permission to close important roads. The requirement for these permits change based on the municipality but are typically not required for residential neighborhoods when the city or municipal authority is requesting work. These are typically required when work areas must encroach on or partially close a main street that could affect traffic on a larger scale.
