Fixer Upper
House
Try it free

GuideTeam and contractors

Give a contractor a login and approve their invoices

Let a sub see their own tasks, send photos and invoices from their phone, and price your work, without seeing your numbers.

Where it is
Contacts › a contractor › Assigned work
Who can use it
Owners and admins

A contractor login is free and you can hand out as many as you need. The contractor sees a single page called Assigned work with their tasks, and nothing about your money.

What a contractor sees, and what they never see

They seeThey never see
Their own tasks, with the house address and due dateYour budget, spending, or profit
Photos on their own tasksAny other expense, including the one their invoice becomes
Their own invoices and whether each was approvedOther contractors, their tasks, bids, or invoices
Punch items assigned to themA house where they have no task
Price requests you send them: line names, rooms, and quantitiesYour contact list, documents, updates, or deal analysis

Give them a login

  1. Step 1: Open Contacts and open the contractor. Their Type must be Contractor and they need an Email.
  2. Step 2: In the Assigned work box, choose Give them a login.
  3. Step 3: They're emailed an invite. To text it instead, choose Copy link while it's on screen.

The link works once and lasts seven days. They set their own password. When they have, the box reads “This contractor can sign in.” Send again makes a new link and the old one stops working.

Assign them work

  1. Step 1: On the house's Board, open a task or add one.
  2. Step 2: In Assignee, pick them under Contractors and contacts.
  3. Step 3: Choose Save.

The task appears on their Assigned work page the next time they open it.

Heads upA contractor isn't emailed when you assign a task. Tell them it's there, or text them. The only emails they get are the invite, a price request, and the result of an invoice.

Review an invoice

When a contractor submits an invoice, owners and admins get an email and a bell notification, and the house's Expenses link shows a count.

  1. Step 1: Open the house's Expenses and find the box that says “1 invoice to review.”
  2. Step 2: Tap the row, and open Invoice file to see what they sent.
  3. Step 3: To approve it, choose a Category and, if you like, a Budget line, then choose Accept.
  4. Step 4: To turn it down, choose Reject, write a Note saying why, and confirm.

Example

Invoice

Tom Sayers · $3,900.00 · Sep 13

“Rough-in, first half.”

Invoice file

Category

Electrical

Budget line

Electrical

AcceptReject

Not spent until you accept it.

An invoice from Sayers Electric waiting for review.
How it countsAn invoice is not spent until you accept it. Accepting creates one posted expense with the invoice's amount and date, the contractor as vendor, and the invoice file as the receipt. From that moment it counts in Spent. Rejecting creates nothing.
  • You can't change the amount during review. If it's wrong, reject it with a note and ask for a new one.
  • The contractor is emailed either way and sees Approved or Rejected on their page.
  • Approving doesn't pay anyone. The contractor's page says “Payment is arranged directly with the owner.”

Take a login away

Open the contact and choose Revoke access. Their next visit is refused. An invoice they already sent stays for you to review, and expenses already posted stay on the books.

Send them this

For contractors is a one-page guide written for the person on the other end. Send them the link with the invite.

Can’t find it, or something here is wrong? Email [email protected]. A founder reads every message.