Feature Article: Subcontractor Orders, Applications & Claims

Overview

Profitz provides a complete workflow for managing subcontracted work — from issuing orders to processing applications and certifying claims. This module supports both Simple and Scheduled Orders, with optional application-based workflows, full variation (VO) support, and retention handling.

Order Types

Order Type	Structure	Variations	Claiming Method	Use Case
Simple Order	Single-line	No	Direct grid entry	Basic subcontractor jobs
Scheduled Order	Multi-line	Yes	Schedule & VO tabs	Complex or staged subcontract work

Scheduled Orders are required for subcontractor claims involving staged progress, variations, or operation-based tracking.

Key Concepts

Term	Description
Subcontractor	A supplier flagged as a subcontractor in the system
Order	A contract issued to a subcontractor for a defined scope of work
Application	A request for payment submitted by the subcontractor (optional)
Claim	The certified amount approved for payment based on work completed
Schedule-Based Order	An order with a detailed claim schedule, allowing line-by-line certification

 Workflow Summary

1. Set up the subcontractor
2. Create a subcontractor order (Simple or Scheduled)
3. (Optional) Enter an application
4. Enter a claim
5. (If scheduled) Certify line-by-line using the Claim Schedule
6. Submit and post the claim
7. Pay the subcontractor

Application vs Claim

Application	Claim
Optional (unless enforced by order)	Mandatory for all payments
Entered based on subcontractor’s request	Entered to certify payment
Cannot be posted	Must be posted to trigger payment
Used to validate subcontractor progress	Used to record certified progress
Can be compared against claim schedule	Must match or justify differences from application

Note: Applications are often submitted as PDFs or scanned documents. Profitz allows you to enter the application amount manually and attach the document for reference. This ensures the claim aligns with what the subcontractor has requested.

Next Steps

• To complete the full process, follow: How to Set Up and Manage Subcontractor Orders, Applications & Claims