Taskyy Network & Subcontractors

Build your crew network, manage subcontractors, and share leads.

Taskyy Network

The Taskyy Network plugin lets you manage subcontractors, crews, and referral relationships—all inside your Taskyy workspace.

What This Feature Does

  • Maintain a directory of subcontractors and crew contacts.
  • Send and receive job referrals with other Taskyy contractors.
  • Control visibility: decide what downstream contractors can see.
  • Track referral status and commissions.

When To Use It

  • You regularly hire subcontractors for specialty trades.
  • You want a trusted network for overflow work or referrals.
  • You collaborate with other contractors on shared projects.

Core Concepts

Subcontractors

Individual tradespeople or companies you hire. Store their trade, license, insurance, contact info, and default rates.

Crews

Groups of workers you assign to jobs. A crew can have a lead, members, and shared calendar access.

Referrals

Outbound: send a lead or job to another contractor. Inbound: receive a referral from a partner. Both sides track status (sent, accepted, in progress, completed, paid).

Visibility Rules

When you refer a job, you choose what the downstream contractor sees:

  • Full: client details, address, notes, attachments.
  • Limited: scope summary and location only.
  • Minimal: job type and timeline only.

Setup Checklist

  1. Open Taskyy Network plugin.
  2. Add subcontractors: name, trade, phone, email, license, insurance expiry.
  3. Create crews: assign members, set crew lead.
  4. Configure referral settings: default commission %, visibility default.
  5. Invite partners: they’ll get an email to join Taskyy Network.

Daily Workflows

Assigning A Subcontractor To A Job

  1. Open the job (from Tasks or Calendar).
  2. Click Add Subcontractor.
  3. Pick from your directory or create new.
  4. Set scope, dates, and rate.
  5. Subcontractor gets notification and calendar invite.

Sending A Referral

  1. Open a lead or job.
  2. Click Refer.
  3. Search network or enter partner email.
  4. Choose visibility level.
  5. Add notes and send.

Receiving A Referral

  1. Notification appears in Taskyy Network → Referrals.
  2. Review details based on visibility level.
  3. Accept or decline.
  4. If accepted, creates a new lead/job in your workspace.

Best Practices

  • Keep insurance and license expiry dates current; Taskyy will warn you.
  • Set clear referral agreements (commission, timeline, communication) before sending work.
  • Use crews for recurring teams to simplify scheduling.
  • Review referral pipeline monthly to follow up on stalled items.

Common Issues And Fixes

Subcontractor Not Getting Notifications

  • Verify their email/phone in directory.
  • Check their notification preferences in their Taskyy account.
  • Resend invite if they haven’t joined Taskyy yet.

Referral Stuck In "Sent"

  • Partner may not have accepted yet.
  • Send a reminder from the referral detail view.
  • If partner isn’t on Taskyy, they’ll need to sign up first.

Visibility Too Restrictive

  • Edit the referral and increase visibility level.
  • Note: you can only increase, not decrease, after sending.

SEO Context

This page aligns with subcontractor management software and contractor management software keywords for network and collaboration workflows.

Related Docs

  • Project Management & Tasks: /docs/plugin-tasks
  • Calendar & Job Scheduling: /docs/core-calendar
  • Leads and CRM: /docs/core-leads

Last updated: 2026-07-19