Adding a Manual Contractor
As a Subcontractor, use the Add Sub-Tier page to create Manual and Lien Waiver-Only Sub-Tiers (LW Subs) on the system.
Note: An on-system organization must be included in the draw for its name to display on the Manage Lien Waivers page.
- From the Manage Lien Waivers or View Lien Waivers page:
- Choose the (+) symbol in the Organization column heading to add a Manual Sub-Tier Subcontractor or Supplier under the Prime Subcontractor
- Choose the Add Sub-Tier link from the drop-down next to the organization under which the Supplier should appear to add a Manual Sub-Tier Subcontractor or Supplier.
The Add Sub-Tier page is displayed.
- Enter the name of the Sub-Tier. The auto-complete feature may provide a list of matching organizations
- Select the Sub-Tier organization.
Note: A LW Sub must have a Textura Organization ID. This ID will display beneath the Organization's name when you select it. If the Sub-Tier does not have an ID, the organization will be added as a Manual Subcontractor.
- Select the project from the Project Drop-Down list.
- Select the contract from the Contract Drop-Down list.
- Complete the Contract and Service fields.
The Contract number is not required. If used, the contract number should be the contract between the Prime Subcontractor and the Sub-Tier organization.
- Enter the organization's tax ID. This Federal Employer Identification Number (FEIN) is a nine-digit number formatted with a dash (for example, 12-3456789).
- Choose Save.
A Status page displays, confirming the lien waiver information has been updated.
Tip
- Choose the arrow icon next to the Location field to see contact and address details for On-System Subcontractors. The location for Manual Subcontractors is included if it was added on the Record Sub-Tiers tab of your Billing Workflow.
- Notice Date
- Notice Amount
- Joint Check
- Textura Status
- If you navigate to the Edit Contractor page from the Manage Lien Waivers page, you will not see a project or a contract drop-down list.
- View Informational Fields. Users cannot edit the following fields populated by the system:
- Subcontract Of
- Location
Related Topics
Last Published Wednesday, May 1, 2024