Create and Manage Subcontractor Purchase Orders

When using subcontractors on projects, you can create the Purchase Orders within Builder Prime to track Subcontractor assignments and payments.

1. Assign Subcontractor to Subtask

Review the project scope and ensure your Sub is assigned to the subtask.

Assign Subcontractor to Subtask

2. Click on Subcontractors

Click on Subcontractors

3. Review Subcontractor Assignment

This will open up the details of the Subcontractor's assignment to review before creating the purchase order.

Review Subcontractor Assignment

4. Click on Create Purchase Order

Click on Create Purchase Order

5. Review or Modify Details

Add terms and conditions, check the work site address, and update the included Scope.

Review or Modify Details

6. Click on Create Purchase Order

Click on Create Purchase Order

7. Add Attachments

You have the option of adding additional files or photos to send to the subcontractor.

Add Attachments

8. Track Payments

This section will show any payments made to the subcontractor as well as the remaining balance owed.

Track Payments

9. Send for eSignature, Mark Accepted, Record Payment, Email, Delete, or Save

The options on the bottom allow you to take actions on the purchase order. Always be sure to Save any changes or updates.

Send for eSignature, Mark Accepted, Record Payment, Email, Delete, or Save

10. Click on Subcontractors Menu Option

The Subcontractors option is where you can manage your Subs and view the status of existing Purchase Orders.

Click on Subcontractors Menu Option

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