You can assign a vendor to the contract and send an invitation either now or any time later.
Whether you designate a contract as self-performed, or pick from your list of vendors, adding a vendor to each contract is required.- From your Dashboard, select the project.
Listed are the project's contracts.
- Select the contract you want to invite a vendor to.
- Select Assign a vendor.
The Assign a vendor screen opens.
- Choose one:
- Select the dropdown arrow and pick from a list of vendors. Typing the vendor name filters the list.
- To add a new vendor to the list, select Can't find the vendor you're looking for? and follow the prompts.
- Select Assign as Self-Performed.
- Choose an option:
- To assign a vendor and send an invitation in a single workflow, select Assign & invite
- To assign a vendor without sending an invitation immediately, select Assign without inviting. This option allows for initial contract setup work to be completed before notifying the subcontractor.
- If you assigned a vendor and want to invite them to this Trimble Pay contract, select Send Invitation.
In the window that opens, choose the recipients you want to send the invite to.
Your invited subcontractor will receive an email notification asking them to log in and accept the contract invitation. As part of the process, Trimble Pay will prompt them to get started setting up their schedule of values and uploading any compliance requirements.Note: If your invited subcontractor hasn't yet created a Trimble Pay account, they'll be prompted to do so.
