TEMPLATE GALLERY
A trade ally network that keeps itself current. Registration, credentials, renewals, and submit-on-behalf access.
5 templates
5 templates
Your trade ally network, self-maintaining
A registration intake that collects licenses, insurance certificates, and W-9s into a contractor database with expiration dates tracked automatically.
Renewals that chase themselves
Automated renewal cycles: reminders fire 60/30/7 days before credentials expire, contractors re-upload via a secure link, and the record updates itself.
“Who should I call?” — answered
A public, filterable directory of your registered trade allies, fed live from your contractor database, showing only those in good standing.
Let contractors do the paperwork
A submit-on-behalf portal where registered contractors file rebate applications for members — pre-filled with their credentials and tracked in their own queue.
Trust, but verify — systematically
A post-job QA scorecard combining inspection results, correction rates, and member feedback into a per-contractor quality view.
Every template in this gallery replaces a paper form, a PDF, an email chain, or a spreadsheet somebody at your co-op maintains by hand. Save one and see the difference this week.
Start your free trial with any template — be taking real applications this week.