Trade Partner Record Per Project

[AGerding]

I'd like the ability to record which companies worked on project - include company name, contact person, and contact info. Just like the 'Customer' field in a project, but for Trade Partners/Subcontractors.
This would be useful not only during the build for project managers to see who is on what job at a glance, but also after the build as we utilize Company Cam for our warranty department and they frequently need to reference which sub to contact.
Would like this to be standalone from Collaborators. We're currently using labels to see which sub is working on a project, but it's visually busy and hard to read quickly. Also can't put their contact info there.

 

[Shayla C.]

Hey! Thanks for laying this out so clearly. The distinction between "who's on the job" and "who has access to the project" is a good one, and I can see why Labels feel clunky for this.

Right now there isn't a dedicated Trade Partner/Subcontractor field like the Customer field, so this isn't something you can do today. But this is genuinely useful feedback, especially the warranty use case; that's a workflow angle that's easy to miss if you're just thinking about active builds.

In the meantime, a couple of workarounds that might help:

• Project Description: drop the sub's company name, contact, and number right in there. It's plain text, so it won't be as scannable as a dedicated field, but it keeps the info attached to the project without cluttering up Labels.
• A Document on the project: if you want something more structured (multiple subs, multiple trades), a running Document with a simple table works well and stays visible to anyone with project access, including your warranty team down the line.

I'm passing this along to the product team. Feel free to add any other details here (like whether you'd want this per-project or a main director) since that kind of detail helps shape the design if it gets picked up.