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Tips For Getting Your Subs Excited to Use HeyPros

Written by Cody T

Why subs will like HeyPros (share this with them)

  • Faster awards. Jobs show up on their phone with clear dates, scope, and address (after award). One tap to Make Offer or Accept.

  • Less phone tag. All messages, photos, and videos live in the Work Order Messenger - time‑stamped and easy to find later.

  • Checklists = proof. Uploading required photos protects subs (documented work) and reduces callbacks.

  • Simple invoicing. One button - Submit Invoice (full or partial). No templates to build. Invoices route straight to you.

  • Real‑time updates. Automatic push + SMS + “magic link” access (no password gymnastics). Works in the app or mobile browser.


Rollout plan (what works best)

1) Add subs the right way

  • Users → Add User (Contractor): fill out their contact info.

  • Assign Categories and States (subs won’t appear for dispatch without these).

  • Edit User → Notifications: ensure Push + SMS are on; enable Email if they prefer inbox.

  • If they have helpers, add their Contractor Crew members (view & chat only - no money actions).

2) Set expectations on Day 1 (send this)

Create a template to explain to your subs what is going on (text/email)

Subject: Moving your jobs into HeyPros
Hi {Name}, we’re dispatching all work through HeyPros so you get job details, checklists, and invoices in one place.

  • You’ll get a text with a magic link for each job (no passwords needed).

  • Please message and send photos in the Work Order.

  • When finished, tap Submit Invoice (fastest way to get paid).
    Need help? Reply here and we’ll walk you through your first job. Thanks!

(Bonus: include Help Center links for subcontractors in English/Spanish.)

3) Train by doing (first 1–2 jobs)

  • Use Assign for a known sub

  • Attach your Execution checklist with photo‑required tasks and Alerts (Trigger: When dispatched; Remind in 24h).

  • Keep ALL comms in Messenger. If someone texts you, reply with:

    “Thanks - please drop this in the HeyPros Work Order so the whole team sees it and we have a record.”

4) Reinforce with policy + small incentives

  • Policy: “Jobs must be accepted, messaged, and invoiced in HeyPros.”

    • We prioritize subs who communicate in‑app and submit invoices there.

    • All change orders must be done with Change Price in the Work Order.

  • Incentives: Priority dispatch to subs who:

    1. keep compliance current, 2) complete checklists with photos, 3) message inside HeyPros, 4) invoice through HeyPros.


Keep communication in HeyPros (tactics)

  • Always create a Work Order - don’t text job info standalone. No WO = no place to collaborate.

  • Use labels like Priority or Behind Schedule for quick visual context.

  • Message templates:

    • Move convo in‑app: “Let’s keep this in HeyPros so the PM and accounting can see. I just sent it in the Work Order Messenger. Please reply there.”

    • Missing photos: “Can you complete the Prep Complete checklist task? It requires a quick photo. That allows invoicing.”

    • Change order: “I’ve submitted a Change Price for the extra scope. Please approve it in the Work Order.”


Common objections & quick replies

  • “I don’t want another app.”
    No problem - HeyPros works by texted magic link in your phone’s browser. The app is optional and free.

  • “I don’t have CompanyCam.”
    You don’t need it. If the GC uses CompanyCam, your photos from HeyPros automatically push into their project.

  • “Too much typing.”
    Scope is short and checklists are just checkboxes + photo uploads. It’s faster than long texts and protects you.

  • “Invoices are a hassle.”
    In HeyPros it’s one button. Your invoice goes straight to accounting and gets paid faster. We can also submit on your behalf if needed.

  • “I didn’t see the job.”
    You’ll get SMS + push notifications. If you want email too, we can enable it on your profile.


Features that drive adoption (use them)

  • Photo‑required checklist tasks + Alerts → subs can’t mark a job done without meeting your proof‑of‑work steps.

  • Non‑compliant status (expired COI, missing W‑9) → blocks award until fixed, forcing docs into the system.

  • Send Notification (Users) → broadcast closures, safety notes, or schedule changes to all subs at once.


“Golden path” for subs (shareable, 3 steps)

  1. Open the magic link from your text.

  2. Accept/Offer, follow the Checklist, message in the Work Order.

  3. Tap Submit Invoice when finished (attach final photos if needed).


Troubleshooting checklist

  • Can’t dispatch to a sub? → They’re missing Category/State or are Non‑compliant. Fix under Users → Edit User.

  • Sub can’t complete the job? → There’s an incomplete Checklist item (often a photo‑required task).

  • Too many side texts? → Post a summary in the Work Order and reply: “Continuing in HeyPros for the record - please respond there.”

  • Payment delays? → Remind: “Invoices must be submitted in HeyPros. That’s what triggers our AP workflow.”


Adoption is mostly about clarity + consistency. If every job lives in a Work Order, and every message, photo, and change happens there, subs will follow the path of least resistance - and you’ll spend less time chasing details and more time moving jobs forward.

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