Subbie Connect Guide

Learn how to use Subbie Connect to generate inbound and outbound leads from tendering subbies, manage your credits, and track engagement.

6 min read

Subbie Connect helps you find new opportunites by showing you which subbies are tendering on relevant projects, and by putting your products in front of subbies who are looking for them.

This guide covers both sides of the feature: how to find and contact tendering subbies, and how to promote your products to subbies on projects you care about.

You will need a Professional or Professional Plus licence to use Subbie Connect.

How Subbie Connect works

Subbie Connect gives you two ways to generate leads from E1 projects.

Outbound leads. See a list of subbies that are tendering on a project and match your trades. Unlock their contact details with a credit, and reach out to offer a quote or details about the products you supply.

Inbound leads. Flag yourself as a specified or equivalent supplier on a project with a nominated contact person. Tendering subbies see your details and can reach out to you directly. You can see who has viewed your details, with no credit needed.

Generating outbound leads: viewing tendering subbies

How E1 identifies tendering subbies

E1 flags a subbie as tendering on a project when they:

  • Add the project to their Watchlist as 'Interested', 'Quoting', or 'Quoted'
  • Respond to a builder invitation as 'Quoting'

When the Subbie Connect feature is unlocked on a project, you also see when each subbie was last active, so you can prioritise the most engaged contacts.

Finding tendering subbies on a project

From the Project Details page, scroll to the Subcontractors section. You will see the number of tendering subbies who match the trades set up in your Company Profile.

The Subcontractors section on a project, showing the number of tendering subbies that match your trades and a button to view them.

Click View Subcontractors to use one monthly credit and reveal the list. Each subbie shows their company name and the date and time they were last active.

The unlocked subcontractor list on a project, showing each subbie's company name and the date and time they were last active.

Click any company name to open their full company profile, where you can review their business details before making contact.

When you unlock the subbie list on a project, that project is automatically added to your Watchlist. See our Watchlist guide for more on how to use it.

Staying on top of new tendering activity

To get an email whenever a new subbie becomes active on a project you are tracking, set up daily Watchlist updates.

Go to Settings > My Profile > Email Preferences, then choose the frequency and projects you want updates for. See Email Preferences setup for the full instructions.

Generating inbound leads: promoting your products

Flagging yourself on a project

On any project, go to the Subcontractors section and click Promote products. You can nominate whether your products are:

  • Specified
  • Equivalent (you offer an equivalent to a specified product)
  • Specified, and you offer an equivalent

Assign a contact person from your business and add any notes you want subbies to see.

The Promote Products dialog where you nominate whether your products are specified, equivalent, or both, and assign a contact person for subbie enquiries.

Once you click Promote products, the project is automatically added to your Watchlist so you can track it.

There are no limits on the number of projects you can promote your business on, and no credits are required for the Promote products feature.

What subbies see

Subbies who match your trades and are interested in the project will see your company details in the project's Suppliers section on the subbie view of E1. They can see at a glance whether your products are specified, equivalent, or both.

The Suppliers section as it appears to a tendering subbie, showing your company listing with the specified or equivalent tag.

When they click Show contact details, your nominated contact and any notes appear.

The contact details a subbie sees after clicking Show contact details, including the nominated contact person and any notes.

Tracking who has viewed your details

You can see which subbies have viewed your contact details from two places.

From your Watchlist, the Views column shows the number of subbies who have viewed your contact details for each project.

The Watchlist view showing the number of subbies that have viewed your contact details for each promoted project.

From a project's Project Details page, go to the Subcontractors section and click View Subcontractors to see who has viewed your details on that specific project.

The View Subcontractors list on a promoted project showing which subbies have viewed your contact details

You do not use a credit to see subbies who have viewed your contact details. Other tendering subbies on the same project who have not viewed your details remain locked, and a credit is needed to unlock them.

To get email notifications whenever a new subbie views your details, set up daily Watchlist updates under Settings > My Profile > Email Preferences.

Editing or removing your promoted details

To change the primary contact for a project, go to your Watchlist, click the Team Member dropdown for that project, select a new contact, and confirm.

The Team Member dropdown on the Watchlist, used to reassign the primary contact for a promoted project.

To change product details (specified, equivalent, or both) or update notes, go to the project's Project Details page, open the Subcontractors section, and click Edit details. Update what you need and click Confirm.

To remove yourself entirely from a project, go to the same Edit details screen and click Remove my details.

The Edit details screen for a promoted project, showing the options to update product details or remove your details entirely.

Credits and licensing

How many credits you get

Your monthly credit allocation depends on your licence tier and region.

The Subbie Connect credit allocation table showing the monthly credits included with each licence tier across regions.

There are no limits on the number of projects you can promote your products on. Credits are only used to unlock outbound lead lists on projects.

Where to see your remaining credits

You can check your remaining credits in two places.

From any project page, look in the Subcontractors section.

The Subcontractors section on a project page, showing your remaining credits for the month and when they next reset.

From your account settings, go to Settings > Licences.

The Licences page in Settings, showing your remaining credits, monthly allocation, and next reset date.
💡
Note: Only users with Administrator level access can view the Licences tab.

When credits reset

Credits reset on the 1st of each month, and unused credits at the end of a month do not roll over.

Getting more credits

If you are running out of credits regularly, the most efficient path is to upgrade from Professional to Professional Plus, which includes a higher monthly allocation along with other features.

You can also purchase additional monthly credit bundles on top of your existing licence. Get in touch with our team if you’d like to discuss your options, or head to our plan selection page to compare licences.

Audit trail: who unlocked what

To see who in your team has used credits and on which projects, go to Settings > Licences > Credits.

💡
Note: The audit trail only shows usage history for the current credit period.

If you downgrade from Professional or Professional Plus

Only Professional and Professional Plus suppliers have access to Subbie Connect. If you downgrade:

  • You lose visibility of tendering subbies on projects
  • You lose visibility of subbies you previously unlocked
  • Subbies stop seeing your product and company details on projects where you used Promote Products

If you re-subscribe later, we restore:

  • Visibility of subbies you had previously unlocked
  • Your product and company details on projects where you previously used Promote Products

Related articles

Was this information accurate?