Subcontractor Portal
Subcontractor Portal for Jobs, Insurance and Invoices. Subs sign in to see jobs, upload insurance and invoices and confirm schedules, and you approve everything. Free to clone.
Subcontractor Portal is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Plumb Line. Its automations include Daily chase check, Monday insurance check and Invoice submitted check.
by @taskade
What you can do with Subcontractor Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Subcontractor Portal works
- Daily chase check: when Every day at 8 AM, then Find offers still waiting on a reply and List the offers to chase.
- Monday insurance check: when Every Monday at 7 AM, then Find certificates expiring soon or lapsed and List those certificates.
- Invoice submitted check: when an invoice is set to Submitted, then Email the owner the invoice details and Ask Plumb Line for a review note.
Built with Taskade Genesis
- Category: Portals
- AI agents: Plumb Line
- Automations: Daily chase check, Monday insurance check, Invoice submitted check
- Workspace: 6 projects, 1 AI agent, 3 automations