What Subcontractor Applications are
A Subcontractor Application is a payment claim received from a subcontractor for work completed against their order. You review the claimed items, accept or adjust them, and post the values to the project budget.
Viewing Subcontractor Applications
Open a project and expand Subcontractors in the sidebar, then click Applications. The table shows all Applications with their number, description, order reference, and status.
Filter by Status.
Creating a Subcontractor Application
Click Create Subcontractor Application and fill in the Application details referencing the relevant Subcontractor Order.
Claiming items
On the detail page, the items table lists all items from the Subcontractor Order. Use the claim controls to accept quantities:
- Claim All — accepts all items at full value
- Clear All — resets all claims
Claim controls are disabled when the Application status is Approved.
Posting to the budget
Once items are claimed, use the Post to Budget option to reflect the claimed values in the project's budget.
Status workflow
| Status | Meaning |
|---|---|
Draft | Application created but not finalised |
Submitted | Application submitted for review |
Approved | Application accepted — claims are locked |
Next steps
- Subcontractor Payment Notices — certify payment to subcontractors.
- Subcontractor Orders — manage the orders that Applications reference.