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Inviting a Subcontractor to Qualify
Inviting a Subcontractor to Qualify
C
Written by Courtney Scrimshaw
Updated over a week ago

There are multiple places within the Qualification Management module that allows a user to invite a subcontractor to qualify;

By the "Invite to Qualify" button located in the top right hand corner of the Qualification Requests table

And through the subcontractor search bar located at the top of every module within COMPASS. This is a dynamic search bar that allows you to search for a specific subcontractor within our entire database. If they do not appear, you have the ability to invite a new subcontractor to COMPASS

Once the Invite to Qualify or Invite New Subcontractor to COMPASS button is selected a pop-up will appear. Though only company name and email are mandatory, we strongly recommend including a full name and email as well, as this assists our Client Services team and their outreach efforts.

Users can also assign a project to the subcontractor and specify a submission due date. The subcontractor will be notified of these fields in their COMPASS generated invitation email.

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