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Activate the Subcontractor Portal & Share Operation Planning

How to activate the subcontractor portal and share operation planning with subcontractors in Mendato.

Written by Philipp Geimer

The Subcontractor Portal gives subcontractors transparent insight into their operations as well as simple documentation and billing.


1. Activate the Subcontractor Portal

Master Data > Subcontractors
Open the desired subcontractor.
Activate Subcontractor Portal & copy the generated link.


2. Send the Link to the Subcontractor

Share the link with the subcontractor via email or messenger.
The subcontractor can log in via the link and view their operation planning.


3. View & Document Operations

The subcontractor sees all planned operations, times & services in the portal.
Operations can be carried out & documented with a service receipt.


4. Service Receipts as Proof

The subcontractor can have the services performed confirmed:
On site via the Mendato Operations app
Alternatively: the customer signs digitally via the Customer Portal


Benefits of the Subcontractor Portal

Transparency: Subcontractors see all operations & billings in real time.
Efficiency: Service receipts & documentation are managed digitally.
Legal certainty: Signed service receipts serve as proof of the services performed.

Use the Subcontractor Portal to make working with subcontractors efficient & error-free! 🚀


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