There are several locations within the Qualification Management module where users can invite a subcontractor to qualify:

Using the "Invite to Qualify" button found in the top right hand corner of the Qualification Requests table.

Users can also use the subcontractor search bar located at the top of every module within COMPASS. This dynamic search bar lets you search for a specific subcontractor across our entire database. If the subcontractor does not appear, you have the option to invite them to join COMPASS.

When a user clicks on either the "Invite to Qualify" or "Invite New Subcontractor to COMPASS" button, a pop-up window will appear. For subcontractors already registered, their contact information will be automatically filled in. To invite a new subcontractor, you'll need to provide the company name and email address. Including a contact name and phone number is highly recommended to assist the COMPASS Client Service team in reaching out to the subcontractor.

Users can also choose to assign a specific project to the subcontractor and set a submission due date. These details will be included in the invitation email that COMPASS generates for the subcontractor.

Users can also invite to qualify a subcontractor direct from a subcontractor profile.