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Subcontractors


Subcontractors are intended to work together with suppliers who may not have access to Microbizz. By simply sending an email, subcontractors can efficiently update statuses in Microbizz with minimal effort. In the following section, we will delve into the process in more depth to clarify how this operates.

In order to set up subcontractors, you are required to complete the following steps:

  • Default 'send invoice to' address: The default email address for sending invoices

  • Default 'When invoicing please': This text serves as a message inserted in the subcontractor emails

  • Task status on accept: You have the option to select any task status available in your system when accepting a task.
  • Task status on finished: You have the option to select any task status available in your system when accepting a task
  • Task status on rejected: You have the option to select any task status available in your system when accepting a task
  • Send follow-up mail x days before deadline: If selected, an automated follow-up email will be sent X days prior to the deadline
  • days before deadline: The timeframe for sending a follow-up email before the deadline
  • No product use in mails: If checked, no product use will be included in the mail.
  • Customer no.: If checked, customer numbers are used in conjunction with subcontractors.
  • VAT no.: You can choose one of the following options:
    • Include VAT no.: If chosen, the VAT no. is included
    • Subcontractor's VAT no.: If chosen, the subcontractor's VAT no. is shown instead
    • Hide: If chosen, the VAT no. is hidden
  • Company address: Choose one of the following ways you want the company address to be shown in:
    • Full address
    • Name only
    • Hide
  • Limit to subcontractors: If marked then only companies that are subcontractors will be picked when looking up the subcontractor for a task; otherwise any company with the right relation may be picked
  • Default invoice address: Choose between the following options:
    • (none)
    • From a preset company - this will allow you to select a company that will be used as the default
    • From the task's company
  • No address for tasks with no charge: If checked, tasks with no charge have no charge
  • Default mail: Choose a default text to be included in the mail