Assigned job (supplier portal)
What it's for
An assigned job in the supplier portal is one work order a subcontractor has been given: what it is, where, when, and the controls to accept it and work it through. It is how a sub becomes visible in your job record rather than a phone call you have to remember.
Your subcontractors reach it by opening a job from the portal. The route is
/vendor-portal/work-orders/<job>.
Tabs
The page has no tabs. It is the job and its actions.
Panels and controls
Accept or decline
Accept takes the assignment. Confirm decline turns it down, and a decline requires a Reason for declining — the portal will not accept a bare refusal. That reason is what tells your office whether to reassign or to reschedule.
Working the job
On my way, Check in, and Check out / mark done move the job through its states, timestamped. Those timestamps are what let your office answer "did the sub actually attend at nine" without asking anyone.
Cost lines
The subcontractor adds their cost lines — Description, Kind, Qty, and Unit $ — so the job's true cost is recorded rather than arriving later on an invoice.
Compliance
Certificate of insurance can be uploaded here. Where your shop requires a current certificate, this is how a sub keeps it current without emailing it to someone who then has to file it.
Refusals
- "Please tell us why you're declining."
- "This appointment can no longer be accepted." and "...declined." — the assignment has moved on, usually because your office reassigned it.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Reason for declining | Free text | Yes, to decline | "Please tell us why you're declining." |
| Description | Free text | Yes, per cost line | |
| Kind | Pick a kind | Yes, per cost line | |
| Qty | A number | Yes, per cost line | |
| Unit $ | Dollars | Yes, per cost line | |
| Certificate of insurance | A file | No | Reviewed by your office before it counts as current |
How to configure it
- Vendor portal settings decide which actions a subcontractor may take.
- Compliance settings decide which documents you require and when they expire.
- Job costing settings decide how a subcontractor's cost lines land against the job's margin.
Who can see it
This screen is part of the supplier portal. Vendors and subcontractors reach it with a portal login, and each one sees only the work assigned to them.
Your staff see the same job, with everything else on it, on the work order record.