How to add subcontractors to sub list templates

With BC Pro, you can create sub list templates to easily import subcontractors into new projects. To add subs to a template, you must first create tender packages in a sub list template. 

Next, within a sub list template, click into a tender package.

Click "Add Subs". 

There are three ways you can add subcontractors to a sub list template. This is the same process as adding subs to a project: 

• Search
• Import
• Email

Please note that adding subcontractors to sub list templates will not send them an email notification. Subcontractors will only receive an email notification once a sub list template is imported into a project and the project is then published.

For more information about sub list templates, including instructions on how to import sub list templates into projects, please visit the “Sub Lists” section of our help center.

Search

Our "Search" tab includes our robust recommendation engine which provides you with subcontractors that meet your project's needs. Learn about how our recommendation engine works and how to use it here. 

Import
1.  Navigate to the "Import" tab.
2.  Select the subcontractors from a previous project or a template.
3.  Select the applicable tender package.
4.  In the "Selected Subs" section, remove any companies by clicking the "x".
5.  At the bottom of the list, you can bulk exclude those who were "Not Tendering" or "Undecided".
6.  Click "Add." 

Email
1.   Navigate to the "Email" tab.
2.  Type in the email address of the subcontractor you would like to add.

     Tip: You can copy and paste a list of emails from Excel. Each email address will be added.

3.  Click "Add Selected Subs".

For removing subcontractors, see How to remove subs from sub list templates.