How to send a work order to a subcontractor

To send a work order to a subcontractor, first you'll need to make sure you have subcontractors enabled on the relevant phase of the job (in order to do this, the Plan&Track section needs to be switched to budget mode):

You can then budget based on a lump sum total or by adding services as "unassigned work"

Once you have the plan active, you can click Select Subcontractor and choose your subcontractor(s):

And select which service to assign to the subcontractor(if applicable):

You can then enter the PO total, select a PO#, update the description and upload the contract document (if you have it):

This will create a PO# and a document which you can e-mail to the subcontractor through Knowify:

Clicking View PO will take you to the PO details, where you can Email PO to Subcontractor: