Overview
The Subs (Subcontractors) tab in the Catalog allows users to define the services or materials provided by subcontractors.
It is important to understand:
Subcontractors (people/companies) are added from the Teams page
What they provide (services/materials) is managed in the Settings → Catalog → Subs tab
This separation helps organize:
Who is doing the work (Teams)
What work or service they provide (Catalog)
To access the Subs tab, go to Settings → Catalog, click on the Subs tab
Top Section
Search Bar
Search by:
Category name
Service/material name
Add Category Button
Used to create a new subcontractor category
Subcontractor Categories List
Users will see a list of categories.
Categories are expandable
When expanded, they display: All services/materials under that category
Adding a New Category
Click Add Category
A pop-up will appear
Enter Category Name (e.g., Electrical, Plumbing, Masonry)
Click Add
The category will appear in the list
Category-Level Options
Each category includes:
Add Button → Add a new service/material
Edit Icon → Change the name of the category
Delete Icon → Delete the category
Expandable View → Show/hide services
Adding Services or Materials
Each category has an Add button.
Click Add in front of a category
A new row will appear with fields:
Name → Service or material name
Price → Cost of the service
Unit → Dropdown selection includes options like:
Square Feet
Ton
Yard
Hour
Day
Each / Pack
Example
Category: Electrical Work
Wiring Installation → $100 / Hour
Panel Setup → $500 / Each
How Subs Catalog is Used
While creating an estimate:
Users select services from this Subs catalog
These services are then:
Assigned to subcontractors (from Teams)
Used in cost calculations
Important Note
Adding subcontractors in Teams does NOT automatically add their services
Services must be defined separately in the Catalog → Subs tab
Summary
The Subs tab helps users:
Define subcontractor services
Organize work into categories
Standardize pricing for subcontracted work
Use structured services in estimates