Supply Chain
£19/mo · included from CoreSubcontractor register and priced RFQ returns
A register of your subcontractors with approval status, performance rating, CIS registration and verification, and accreditation numbers. Then RFQs: line items, invitations to the firms you want, a portal link so each one can price it without needing an account, and returns that come back priced line by line rather than as a PDF somebody has to re-type. Included from Core up.
What the Subcontractor Management module does
- Registers subcontractors with trade, contact details, approval status, approval date, performance rating and notes.
- Holds CIS data on the subcontractor: registered flag, UTR, verification number, verification date, tax treatment and whether HMRC verified.
- Stores accreditation numbers, and tracks insurance policies and accreditations with cover amount, excess, start, expiry and renewal dates and a verification flag.
- Raises numbered RFQs against a tender or a quote with a title, description, due date and line items.
- Invites subcontractors to an RFQ and tracks each invitation through invited, sent, responded, accepted and declined.
- Each invitation gets its own portal link, so a subbie can price the RFQ without an Estimark account.
- Receives returns priced line by line against the RFQ’s own line items, plus a total.
- Carries Xero and QuickBooks contact references for pushed bills.
Subcontractor Management: how it works
How does an RFQ work in Estimark?
Raise a numbered RFQ against a tender or a quote, with its own line items and a due date, then invite the firms you want. Each invitation carries a link that lets them price it. What comes back is prices sitting against your line items. Nobody re-keys a PDF, and you can compare three returns without wondering whether you’ve read them the same way.
How is subcontractor insurance tracked?
As policies against the subcontractor, each with a type, a provider, a policy number, cover amount, excess, start, expiry and renewal dates, and a verified flag. Accreditations work the same way: scheme, reference number, status, award date, expiry. Both hold the document itself.
How does this connect to CIS?
The subcontractor record carries the whole CIS position: registered or not, UTR, verification number, verification date, tax treatment, and whether HMRC actually verified them. That’s what decides the deduction rate when you raise a payment through the CIS module.
Subcontractor Management: at a glance
- Plan
- Included from Core
- Add-on price
- £19/month
- RFQ returns
- Priced line by line
- Sub portal
- Token, no account needed
Subcontractor Management
£19per month
Subcontractor Management is a bundled module. Plans are a ladder, so it comes with Core and with Pro, Enterprise. On a lower plan you can switch it on by itself for £19 a month.
Included from Core, £129 a month
- Included on Core and above at no extra cost.
- £19 per month as an individual module on a lower plan.
- Included in full during the 14-day free trial.
- No implementation fee and no minimum term.
Questions
Subcontractor Management: frequently asked
Which plan includes subcontractor management?
It’s included from Core up. On a lower plan it’s £19 a month on its own.
Do subcontractors need an Estimark login to price an RFQ?
No. Each invitation carries its own link, and that’s enough for them to price your line items. No account, no sign-up.
Does Estimark chase expiring subcontractor insurance?
Not automatically, no. Policies and accreditations carry start, expiry and renewal dates plus a verification flag, so what’s about to lapse is a report you can run rather than a folder somebody has to go through.
Related
CIS Compliance
The deduction and monthly return for the same subcontractors.
Purchase Orders
Raise the order and route it through approval limits.
Supplier Management
The materials side: approved lists, terms and spend.
For builders & contractors
Pro at £299/month. Payment applications, HR, training, plant and fleet.
CIS compliance
Labour-only deduction, 6th-to-5th tax months, HMRC verification, CIS300 recorded.
Pricing & plans
Solo £39, Core £129 and Pro £299 a month plus seats. Enterprise is quoted. Bolt-ons are priced separately.
Try it on a real job.
14 days, full access, every plan. No implementation fee.