Assign estimate items to contacts
I want to be able to assign tasks to crews, or employees, or subcontractors.
This would translate over to the schedule then also.
So when I first create the estimate, all plumbing tasks are assigned to PLUMBER.
Then I can assign the actual plumber to those tasks.
In an ideal setup, I can send out bids based on these assignments, so I can create a bid for all tasks assigned to PLUMBER, and then send that to multiple plumbers.
If they are registered as sub contractors, they could subimt their bid through handoff, and we can review the bids and accept through handoff just like a customer would accept our proposal. That would then trigger any steps we need, like preparing a contract, verifying the insurance is up to date, etc.
In an even better ideal situation, subcontractors can register on handoff, and upload their pricing rules, that way handoff can compare its standard pricing model against actual subcontrator’s pricing, and we could hire directly through handoff.
You could probably offer the service for a small percentage of every job sold to subcontractors so they are only paying a subscription if they are selling jobs through handoff.
This request was merged into another request
No comments yet
Be the first to share your thoughts.