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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.

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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 and a vendor choice in Purchasing.

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.
  • Studio has no insurance certificate or license tracking fields; use Agreed terms or prequal questions for that.