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Tips for managing subcontractors in FieldPulse?

Nadia Petrov

We're expanding our reach into adjacent territories and have begun partnering with certified subcontractors for overflow work and specialized services. I am curious how others are incorporating third-party technicians into their FieldPulse workflows.

Specifically, I would be interested to hear about:

  • How you structure subcontractor access — dedicated user licenses, shared dispatch accounts, or external coordination
  • Whether you require subcontractors to use the mobile app directly, or if your internal team handles documentation on their behalf
  • How you handle customer-facing elements (notifications, portal access) when work is performed by non-employees
  • Any contractual or compliance workflows you've built into checklists or documentation requirements

Another way to frame this: for those who have moved beyond simply "tracking" subcontractor jobs to truly integrating them into your operational framework, what proved to be the critical shift?

We want to ensure we're setting both our internal team and our partners up for success without creating unnecessary administrative burden or customer confusion.

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  • We went through this last year when we added HVAC partners to our electrical operation. Here's what actually worked:

    Dedicated licenses, not shared accounts. Yes, it costs more. But shared accounts create audit nightmares and you lose visibility into who's actually doing what. We negotiated a reduced rate for our subcontractor partners — worth asking your CSM about.

    Mobile app requirement, but with guardrails. We give them Technician role only, restrict customer pricing visibility, and require photo documentation at three checkpoints. If they won't use the app, they don't get the work. Full stop.

    Pro tip: Create a custom checklist template specifically for subcontractor jobs with extra fields for license verification and insurance confirmation. We catch compliance gaps before they become problems.

    Also — and this is something I wish we'd done from day one — set up a separate service type for subcontractor work. Makes reporting cleaner and protects your core metrics from getting diluted.

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  • We went through this last year when we added HVAC partners to our electrical operation. Here's what actually worked:

    Dedicated licenses, not shared accounts. Yes, it costs more. But shared accounts create audit nightmares and you lose visibility into who's actually doing what. We negotiated a reduced rate for our subcontractor partners — worth asking your CSM about.

    Mobile app requirement, but with guardrails. We give them Technician role only, restrict customer pricing visibility, and require photo documentation at three checkpoints. If they won't use the app, they don't get the work. Full stop.

    Pro tip: Create a custom checklist template specifically for subcontractor jobs with extra fields for license verification and insurance confirmation. We catch compliance gaps before they become problems.

    Also — and this is something I wish we'd done from day one — set up a separate service type for subcontractor work. Makes reporting cleaner and protects your core metrics from getting diluted.

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