Add a contractor

One contractor, by hand — or several at once in a sheet, further down. For a roster you already hold as a file, import it instead.

1. 1

   Open Contractors

   Contractors in the sidebar, then Add Contractor at the top right.

2. 2

   Enter the name

   Name is the only required field. Use the legal business name if you have it — it's what state license records are indexed by, so it makes license search work first time.

3. 3

   Add contact details

   Email is where document requests and renewal reminders go. You can add it later, but every request will ask you to type it until you do.

   Phone and the remaining fields are for your own reference. Nothing is sent to them.

4. 4

   Save

   Save. You land on the contractor's page, ready to file documents against.

Adding several at once

Add Multiple, beside Add Contractor, opens a sheet you fill in line by line: Contractor Name, Contact Person, Contact Email, and an Onboarding tick that emails that contractor an upload link as soon as they're created. Pressing Tab at the end of a line starts the next one.

You can also paste straight out of Excel or Google Sheets: copy the columns in that order, click into the first Contractor Name box and paste. Rows are added as needed, and a header row is skipped.

The count at the bottom says how many lines are ready and how many need fixing. Anything the sheet can't create — a name you already have, or more contractors than your plan allows — stays on its own line with the reason, and everything else is still created.

Naming that saves you trouble later

Two contractors called "Rodriguez" and "Rodriguez Electric" are hard to tell apart in a dropdown eighteen months from now. Enter the name the way it appears on their certificate of insurance — that's also the name that has to match when a certificate is parsed, and it's what an auditor will be looking for.

What happens next