# Subcontractors and company library

> Keep a directory of subcontractors per job, run prequalification reviews, store vendor and customer terms, and save standard exclusions in BuildX Studio.

Source: https://docs.buildx.pro/docs/studio/company-library/

Four pages in the Studio sidebar's **Company library** group hold the companies you work with: **Subcontractors**, **Prequal**, **Company Library**, and **Exclusions**. They are shared by everyone who can see the job or your company records.

## What you can do

- **Add company**, **Import CSV**, or **Build from job data** on **Subcontractors**, and set each company's standing.
- **Start review** on **Prequal**, write a questionnaire, record answers, and **Qualify** or **Reject**.
- Keep vendors, subcontractors, GCs, and customers with **Agreed terms** in **Company Library**.
- Save reusable scope language with a trade and risk level in **Exclusions**.

## Subcontractors

The page ("Companies you build with") shows **Companies**, **Qualified**, **Pending review**, and **Bids tracked**. Pick **All jobs** or one job at the top.

**Add a company**

1. Click **Add company**.
2. Fill in **Company** (required), **Contact** (name or email), **Trade**, **Job** (required), and **Standing** (**Pending**, **Qualified**, or **Rejected**).
3. Click **Add company**. The company is now a bidder on that job in [Bid leveling](https://docs.buildx.pro/docs/studio/bid-leveling.md) and a vendor choice in [Purchasing](https://docs.buildx.pro/docs/studio/purchasing.md).

**Other ways to add companies**

- **Import CSV**: columns company, contact, trade, notes. Pick the job, review the preview, then click **Confirm import**.
- **Build from job data**: lists companies named on your job teams that aren't in the directory yet. Click **Add** on one or **Add all**. They come in as **Pending**.

**On each company**

- Edit the contact with the pencil icon.
- Change its standing with the dropdown.
- **History** shows **Bid history** (status, amount, exclusions, submitted date) and job activity. **Track record** (bids, wins, **Win rate**, **Bid volume**) unlocks after 3 tracked bids.
- Search by company, contact, or trade.

## Prequal

**Prequalification** lists your **Trade partners** (the companies from Subcontractors) with **Pending reviews**, **Qualified**, and **Rejected** counts.

1. Pick a trade partner on the left and click **Start review**.
2. Click **Open review**. Under **Questionnaire**, type a question (for example "Years in this trade?") and click **Add**. Remove one with the trash icon.
3. Under **Answers**, type each response and click **Save answers**.
4. Under **Decision**, add **Reviewer notes** and click **Qualify** or **Reject**. The company's standing on Subcontractors updates to match.

**Export outreach CSV** downloads your review records. Reviews happen inside Studio with your team; there are no links to send a sub a form to fill out.

## Company Library

**Company library** holds every company type in one list, across all jobs: **Companies**, **Vendors**, **GCs on file**, **Terms on file**.

1. Click **Add company**.
2. Enter **Company**, **Kind** (**Vendor**, **Subcontractor**, **GC**, or **Customer**), **Contact**, and **Agreed terms** (for example "Net 30 on approved invoices").
3. Click **Add company**. Edit with the pencil icon (**Save changes**) or delete with the trash icon and **Confirm**.

Search by name, contact, or terms and filter by kind. Linked bid and submittal counts on each entry match by company name. The Subcontractors directory stays per job; this library is company-wide.

## Exclusions

**Standard exclusion library** stores scope sentences you always exclude, such as "Permits and inspection fees are excluded from this scope."

1. Under **Add a standard exclusion**, write the **Scope language**, pick a **Trade** (or **No trade**) and **Risk** (**High**, **Medium**, **Low**).
2. Click **Add to library**.
3. Edit or delete entries with the icons on each one. Filter by trade or search.

## Good to know

- Standard exclusions are a reference list. Studio doesn't attach them to bids or estimates automatically.
- Studio doesn't search ContractorsNearMe for you. To find new subs, see [Hiring subs](https://docs.buildx.pro/docs/gcs/hiring-subs.md).
- Studio has no insurance certificate or license tracking fields; use **Agreed terms** or prequal questions for that.

## Related

- [Bid leveling](https://docs.buildx.pro/docs/studio/bid-leveling.md)
- [Purchasing](https://docs.buildx.pro/docs/studio/purchasing.md)
- [Hiring subs](https://docs.buildx.pro/docs/gcs/hiring-subs.md)