Adding a new Field Tech (Housecall pro)

IMPORTANT: Always check to be sure the Subcontractor/Field Tech is not already in our system

Watch this video and follow along in your account —->

Adding Employees/Field Techs Tutorial

  1. Additional info - GL, WC certificates, W9, and contract prior to the start of each project are required before we pay Subs for work. These can be added to our Google Drive under the subcontractors individual profile.

NOTE:

It is vital that you collect the W9, General Liability policy and workers compensation policy BEFORE we pay the Subcontractor. 

The W9 information must be filled out into the Subcontractor's "Vendor information" section in google drive/xero/gusto Online. This is important so we can send out accurate 1099's at the end of the year.