Implementation handbook: rolling out to your subs

Before the first text

• Tell your regular subs on site or by phone: “We're switching to text confirmations. You'll get one text when your dates change — reply 1 to confirm. No app.”
• Tell them the first text asks them to reply YES — schedule texts start only after they do.
• Set Spanish for subs who prefer it — every text and their portal switch language.

The first week

1. Send each sub their schedule from the job's Subs tab.
2. Watch Today for declines and proposed dates and answer the same day — fast replies teach subs it's worth answering.
3. Call anyone still pending after a day. Usually they missed the opt-in text: ask them to reply YES.

Making it stick

• Only change dates in Construction Company Software, so the texts are always right.
• Use the sub scorecard monthly — it shows confirm rate and on-time starts. Share good scores with good subs.
• Use punch Notify and RFIs through Construction Company Software so subs get one channel for everything.