Smart Form + DatabaseStaff Pick

Contractor / Trade Ally Registration

Your trade ally network, self-maintaining

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Contractor database table with status chips (Active, COI Expiring, Lapsed) and a detail drawer showing uploaded credentials.

Contractors register once: business details, license upload, certificate of insurance, W-9, and service territory. Everything lands in a contractor database with credential expiration dates extracted and tracked. The moment a COI lapses, the record flags — and any rebate submissions tied to that contractor can hold automatically until it's cured.

What's included

  • Registration form with credential uploads
  • Contractor database with expiration tracking
  • Lapsed-credential auto-flag
  • Standing checks linked to rebate submissions

Features showcased

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  • Workflow + Communications
    Contractor & Trade Ally Management

    Credential Renewal Workflow

    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.

    Workflow AutomationDocument CollectionReal-time Status Tracking
    Starter15 min setup
    View Template
  • Portal + Database
    Contractor & Trade Ally Management

    Member-Facing Contractor Directory

    “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.

    DatabasesRole-based AccessDynamic Forms
    Starter10 min setup
    View Template
  • Portal + Smart Form
    Contractor & Trade Ally Management

    Contractor Rebate Submission Portal

    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.

    Role-based AccessDynamic FormsReal-time Status Tracking+1
    Intermediate30 min setup
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  • BundleMost Popular
    Program Starter Kits

    Complete Rebate Program Starter Kit

    A full rebate program in one save

    The whole rebate stack in one bundle: application form, review workflow, budget tracker, notifications, inspection form, and reporting — pre-connected.

    Dynamic FormsDocument CollectionWorkflow Automation+3
    Starter30 min setup
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Contractor / Trade Ally Registration

Free with any plan · Sets up in 15 min

Contractor / Trade Ally Registration

Free with any plan · Sets up in 15 min