All subcontractors — the central register and each firm's profile

Open this screen in Saral/projects/subcontractors?view=firms

Every package subcontractor the account has ever onboarded, in one searchable register — name, entity type, contact, company number, bank details declared, CIS verification and the average score from the packages they worked on. A firm is onboarded once and reused on every project. Two ways in sit side by side: fill the form on screen, or send it to the subcontractor to fill in themselves; the forms out for filling wait in the folded panel above the list, and on each project's Requests tab.

You enter

A new subcontractor's details on screen (entity type, name, trading name, contact, address, VAT, company number, UTR, insurances, payment terms, bank details), or the email the form is sent to.
The search — name, contact, UTR, VAT or company number — before you add anyone.

Saral fills in

Companies House details from the company number; the duplicate check against firms already held.
CIS verification state and rate from HMRC verification (done in HR / CIS, read here).
The score, averaged over the packages the firm was scored on; the project the form came in for.
The firm's commercial, signatory and accounts contacts on each package, pulled from this register and the firm's Xero contact.

It produces

The register as CSV, or emailed as a report.
The firm record every appointment, order and application reads — and 'Spend with this subcontractor' straight into Explore.

What this view is for

A subcontractor is a fact about the account, not about one project. This register holds each firm once, so the appointment on a package, the order sent for signature, the CIS verification and the payment all read the same record. Archived firms are hidden by default and can be shown.

Two doors, one record

Send a form when the subcontractor should supply their own details — the link carries the form, they fill it, and the result lands here with the project it was filled for. New subcontractor is for the firm you already have the details of. Both go through the same checks. The forms out for filling are one queue, shown here and on each project's Requests tab.

What the register feeds

Order & contract reads the firm's public liability insurance and insolvency verdict from here. Pull contacts on the Directory reads the firm's named contact (commercial; a sole trader also signs) and its Xero contact (accounts). The subcontract order's signer comes from those contacts. CIS verification itself is done in HR / CIS; this view shows its result.

Scores

A package can score its firm 1–5 at close-out. The average and the number of packages scored show here, so the next QS choosing a tender list sees how the firm did last time.

Next screen: /projects/subcontractors

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.