There are 2 ways to get costs to show up in the subcontractor category in Knowify jobs.
- Enter a subcontract and log bills against it
- Classify the relevant vendor as a subcontractor
Entering a subcontract:
To enter a subcontract in a Knowify job, first, go to the job's Plan & Track section in edit mode, and find the phase the sub will be working on, and make sure subs are enabled:
Once subs are enabled, there will be the option to add subcontractor:
This will prompt you to search for the sub you are hiring in your list of vendors:
Then you will be prompted to enter a contract value, as well as a PO number, PO Date, and upload a copy of the contract if desired:
Once this PO is set and the plan is active again, bills can be logged against the PO to show up as subcontractor costs:
Once the bill is finalized, it will show as part of the subcontractor cost of the job:
Classifying Vendors as Subcontractors:
The other option is to set up a vendor as a subcontractor, which you can learn about here: How to mark a vendor as a subcontractor
Once this setting is turned on, all expenses with this vendor will show up as subcontractor costs. So this will include all purchases and bills, regardless of whether or not they're against a subcontract as featured above.
If you have a vendor that is used for both purchasing materials as well as hiring for subcontract work, they should not be marked as a subcontractor (as shown in method 2), and you should only used method one. This way you can differentiate between material and subcontractor costs incurred with this vendor.