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- Getting Started
-
Contractors
- Add a contractor
- Vet a prospect, then approve or decline
- Import contractors from a spreadsheet
- Bulk-import a folder of certificates
- Organize third parties into categories
- The contractor page, tab by tab
- Search and filter your contractor list
- Edit or delete a contractor
- You've reached your contractor limit
- COIs & Insurance
- W-9s & Documents
- License Verification
- Alerts & Notifications
- Projects & Reports
- Account & Billing
- Integrations & API
- Agency Portal
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Contractors
Add, import, search and manage the contractors you track.
- Add a contractor Create contractor records by hand — one at a time, or several in one sheet.
- Vet a prospect, then approve or decline Add a sub you're considering as a prospect, check their paperwork, and approve them, approve with conditions, or decline.
- Import contractors from a spreadsheet Starter plan or above Upload a CSV or Excel file of your existing roster and review every row before anything is created.
- Bulk-import a folder of certificates Starter plan or above Upload a zip of COI PDFs and let parsing match each one to a contractor.
- Organize third parties into categories Pro plan Track tenants, renters or franchisees beside your contractors, each with its own list, and put one entity in several.
- The contractor page, tab by tab Licenses, Insurance, Tax, Documents, Requests, Assignments and Activity — what lives where.
- Search and filter your contractor list Find a contractor by name, or narrow the list to the ones that need attention.
- Edit or delete a contractor Change a contractor's details, and what happens to their documents when you delete them.
- You've reached your contractor limit What the cap is on each plan, what stops working, and the two ways out.
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