Assigned job (supplier portal)
What it's for
An assigned job in the supplier portal is one work order a subcontractor has been given: what it is, where, when, and the controls to accept it and work it through. It is how a sub becomes visible in your job record rather than a phone call you have to remember.
Your subcontractors reach it by opening a job from the portal. The route is
/vendor-portal/work-orders/<job>.
Tabs
The page jumps between Scope, Service site, Quote (only when the job requires a quote), and Invoice.
Panels and controls
Scope
Scope shows the work-order description. When the description is blank, the section says No scope provided.
Accept or decline
Accept takes the assignment. Confirm decline turns it down, and a decline requires a Reason for declining — the portal will not accept a bare refusal. That reason is what tells your office whether to reassign or to reschedule.
Working the job
On my way, Check in, and Check out / mark done move the job through its states, timestamped. Those timestamps are what let your office answer "did the sub actually attend at nine" without asking anyone.
Cost lines
The subcontractor adds their cost lines — Description, Kind, Qty, and Unit price — so the job's true cost is recorded rather than arriving later on an invoice.
Compliance
Upload the certificate of insurance from Compliance, under Upload a certificate of insurance.
Refusals
- "Please tell us why you're declining."
- "This appointment can no longer be accepted." and "...declined." — the assignment has moved on, usually because your office reassigned it.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Reason for declining | Free text | Yes, to decline | "Please tell us why you're declining." |
| Description | Free text | Yes, per cost line | |
| Kind | Pick a kind | Yes, per cost line | |
| Qty | A number | Yes, per cost line | |
| Unit price | Dollars | Yes, per cost line |
How to configure it
- Vendor portal settings decide which actions a subcontractor may take.
- Compliance settings decide which documents you require and when they expire.
- Job costing settings decide how a subcontractor's cost lines land against the job's margin.
Who can see it
This screen is part of the supplier portal. Vendors and subcontractors reach it with a portal login, and each one sees only the work assigned to them.
Your staff see the same job, with everything else on it, on the job record.