Adding a new subcontractor

Modified on Thu, 21 Nov at 9:57 AM


Step 1: Navigate to: Admin > Subcontractors


Step 2: Click + New Contractor to search for the subcontractor name or back end of the subcontractor's business email address to check if they already exist in the database. 

Please ensure you do not have spaces before or after any entered text. 


Step 3: If the subcontractor already exists, select + Connect to make an association. If the subcontractor does not exist, click + Request, complete the request form and attach a logo if you have one. 

Step 4: Click Submit. The clixifix® Customer Success update you as soon as this subcontractor has been created & connected to your account. 



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