How to Manage Subcontractors on a Project

To manage subcontractors on a project, treat them as suppliers with a scope. The documents, the cost, and the work all need to reference the same project.

Where subcontractor management fails

Each dimension is tracked by someone different.

Documents collected by one person and forgotten
Cost attributed to the project only at invoicing
Scope agreed verbally and disputed later
No record of whether documentation stayed valid

What to track

Element	Where
Homologation	Supplier record, with status
Documents and expiry	Connected documents table
Scope	On the project's stages
Cost	Requests connected to the project
Completion evidence	A checklist and attachments

How to set it up in Jestor

Register subcontractors in Jestor as suppliers with a homologation status.
Track their documents with expiry dates and automatic warnings.
Connect their scope to the project's stages on the Gantt view.
Link purchase requests to both the supplier and the project.
Add a checklist confirming completion before payment advances.

Why Jestor is the best complement to Omie for subcontracted work

The ERP holds the payable; Jestor holds the homologation, the documents, the scope, and the completion evidence — the checks that should precede the payment.

Because supplier status is a real field rather than a note, a subcontractor with expired documentation is visible at the moment a payment is being approved.

Frequently Asked Questions

Can expired documents block payment?

Status is visible at approval, so the check is possible. See jestor.com.

How is scope tracked?

Against the project's stages.

How is completion evidenced?

With a checklist and attachments.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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