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10. Manage and Invite Subcontractors in Yeti 4.0

This article explains how to invite subcontractor companies, track email invitation statuses, edit subcontractor details, and access subcontractor billing and service history reports in Yeti 4.0.

Overview

Yeti 4.0 allows you to onboard external subcontractor companies to handle assigned route work. Subcontractors receive a free, limited-access account where they can manage their own crew and log work performance.

Subcontractor Portal Permissions & Access Limits

  • What Subcontractors CAN See:
    • Routes, sites, work tasks, and pay rates specifically assigned to them.
    • Mobile app dispatch items for their assigned routes.
  • What Subcontractors CANNOT Do:
    • They cannot access your full main account details.
    • They cannot create or modify clients, contracts, sites, or routes in your account.
  • Subcontractor Management Rights:
    • Subcontractors can add their own crew members.
    • If enabled, subcontractors can edit their service records.
Step-by-Step Instructions

Step 1: Access the Subcontractors Directory

  1. Log in to your Yeti 4.0 account.
  2. From the left navigation menu, expand Team Management.
  3. Click Subcontractors.

Step 2: Send a Subcontractor Invitation

  1. Click the + Add subcontractor button on the top right.
  2. Ensure Invite by email is selected in the modal.
  3. Their Email: Enter the subcontractor's primary email address (e.g., bob@bobsplowing.ca).
  4. Your Name for Them: (Optional) Enter a custom alias or business name for internal display (e.g., Bob the plough guy).

    Note: This alias is only visible to your internal team.

  5. Click Send Invitation.

Step 3: Monitor Invitation Status & Manage Accounts

In the Subcontractors list table, you can track account status and perform administrative actions:

  • Invitation Pending: Indicates the invite email was sent but the subcontractor has not yet signed up.
  • Resend: Click to resend the email invitation link.
  • Revoke: Click to cancel an active or pending invitation.
  • Edit: Click the Edit (pencil icon) button next to an active subcontractor to modify their details, assigned services, or settings.

Step 4: Review Subcontractor Billing & Reports

Viewing Subcontractor Billing & Invoices

  1. From the left menu, expand Finance.
  2. Click Subcontractor under the Billing section to view payout calculations, completed jobs, and cost summaries.

Viewing Service Records & Performance History

  1. From the left menu, expand Operations Reporting.
  2. Click Service Records to generate detailed performance history reports for subcontractor-serviced work.