Working with third-party contractors can be a logistical nightmare. Tracking and managing invoices, monitoring performance and keeping on top of important paperwork is often plagued with challenging manual processes.Stacker's Contractor Portal Template allows you to digitize contractor management and improve visibility of your contractors' status, putting you back in control.
Create contractor profiles with ease and assign jobs, tasks and to-do items; removing the administrative burden that comes with managing contractors. With in-built collaboration features, you can streamline contractor communication and track and manage important documents easily, without the need to write a line of code!
This powerful template from Stacker gives you all these great features:
Sync data from the apps you’re already using
How to Get Started with This Template
This template includes sample data in four categories: Project Managers, Subcontractors, Time Sheets, and Jobs. The sample data shows a company who do lawn maintenance - to get started, replace this data with your own. See our help doc: Stacker Tables: Adding and Editing Rows.
You can change what information is stored in each category by clicking on Manage fields and data tab on the right hand sidebar. You can either change the existing fields, or add new ones.
You can change how all Jobs or Time Sheet pages look by going to any individual Job or Time Sheet page and clicking on “Edit layout” in the right hand sidebar. You can move sections around, edit existing ones, or delete them all and start again! See our help doc: Detail layout.