How to create sub list templates

You can create sub list templates to easily import subcontractors into new projects. Sub list templates save time when inviting subcontractors to projects since these lists can be used in place of the search tool.

From the Projects page, click the "Sub List Templates" tab. 



Click “New Template”.



You can enter a number, name, short description, and location. Name is required. The location will help you search for subcontractors in that area to add to your bidder list template. 



Click "Create Template". 

Next you can add bid packages to bidder list templates.