Create a Subcontract

Enter the details and make selections to set up a subcontract.

These steps apply only if you are not using an integration with Trimble Pay, and are creating a subcontract manually.
Note: If you are integrated

In the left-hand sidebar, select Integrations and import your project to cause subcontracts to flow into the relevant integration section.

  1. From your Dashboard, select the project.
  2. On the right-hand side of the screen, select Create contract.
    The Create New Contract window appears.
  3. Complete the required fields:
    1. Description - a brief description, such as the scope of contract. For example, Plumbing or Site Work.
    2. Original Contract Value - the original contract sum.
    3. Line Item Type - choose whether you want your Schedule of Values to use standard billing (lump sum) or unit billing (quantities).
    Note: If any Applications for Payment have been submitted previously against this contract:
    • Completed & Stored to Date - this value is equal to gross billed-to-date
    • # of Previous Applications - the number of applications already submitted
  4. Select Create contract.
Trimble Pay takes you to the contract details page so that you can assign a vendor to the contract and decide whether to send an invite now or at some point later.
Assign a Vendor to a Subcontract