This training video provides a step-by-step tutorial on the essential features of Contracts Connected tailored specifically for subcontractors. By familiarizing yourself with these features, you can enhance your project management efficiency and compliance with industry standards.
1. Accepting the Invitation and Setting Up Your Account
Steps
You will receive an email invitation from your general contractor to join Contracts Connected.
Click the Join Company link in the email.
Fill out your personal information and click Next.
Complete your company details, including:
Company name
Address
Contact info
Any relevant business identifiers
Click Next to finish setup and proceed to your login screen.
💡 Tip: Be sure to complete your company profile fully — this information auto-fills into future contracts and documents.
2. Reviewing and Updating Your Company Information
After logging in, take a few moments to confirm that your account is properly set up.
From the Settings Menu
Personal Profile: Update your name, title, and contact information.
Company Details: Add:
Business licenses
Office locations (if multiple)
Other identifying information.
Employees:
Invite additional team members who will assist in managing contracts and document submissions.
Click Invites → Add User and enter their email.
They will receive an invite to create their own account.
💡 Tip: Adding your internal team ensures everyone can collaborate directly with the general contractor inside the platform.
3. Navigating to Your Projects
Once your account is active:
Click Projects from the left-hand menu.
You’ll see a list of all active projects with their associated general contractors — for example:
Herman Construction Group, Inc.
Click a project name to view all required tasks and contracts.
4. Using Your Dashboard
The Dashboard gives you a quick summary of everything requiring your action.
Example
Contracts: 1 contract to sign and return.
Tasks: 7 items requested by the general contractor.
💡 Tip: You can complete most actions directly from the dashboard, without navigating into individual projects.
5. Managing Contracts
Steps
Click on the Contracts section in your dashboard.
Download the contract (for example, Sheet Metal Contract).
Review and sign the document.
Email the signed version back to your general contractor for countersignature.
The GC will upload the signed copy into Contracts Connected for recordkeeping.
6. Completing Document Submissions
Steps
Click on your Tasks count (for example, the “7 items” listed).
You’ll see two sections:
Pending Submission — documents you must upload.
Pending Acknowledgment — documents you must review and confirm.
Pending Acknowledgment
Click the document link.
Review the file.
Click Acknowledge → Confirm.
The item will automatically mark as Completed.
Pending Submission
Click the item (e.g., SBA Business Classification).
If a sample document or template is provided, download it.
Complete the form or file on your computer.
Drag and drop your completed document into the upload area.
Click Submit.
Once submitted:
The status changes to Pending Approval.
The GC must now review and approve your submission.
💡 Tip: After submission, you are no longer responsible for that task until it’s returned or approved.
7. Viewing Project-Specific Details
If you prefer to see tasks organized by project:
Click Projects → [Project Name].
View all associated tasks in one place:
Pending Submission
Pending Acknowledgment
Pending Approval
Your goal is to complete all pending items quickly — reducing the number of gray (incomplete) indicators in your dashboard.
💡 Tip: Keeping your dashboard clear ensures you stay compliant and meet deadlines.
8. Getting Support
If you have any questions or need technical help, contact:
📧 support@contractsconnected.com
The support team can walk you through any setup or workflow questions.
9. Key Takeaway
As a subcontractor, your Contracts Connected dashboard is your central workspace.
From signing contracts to uploading compliance documents, every task and communication is centralized — helping you complete work faster and collaborate seamlessly with your general contractor.