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.
Your trade ally network, self-maintaining
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.
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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.
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.
Free with any plan · Sets up in 15 min
Contractor / Trade Ally Registration
Free with any plan · Sets up in 15 min