Form + Report

Contractor Quality Scorecard

Trust, but verify — systematically

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Report view ranking contractors with pass-rate bars and star ratings, one row expanded to show recent inspection notes.

Every inspection and member survey already tells you who your best trade allies are — this template just does the math. Inspection pass rates, correction-loop frequency, and member satisfaction roll up per contractor. Use it for annual reviews, directory placement, or a preferred-contractor tier. Includes the member feedback micro-survey.

What's included

  • Inspector QA checklist form
  • 2-question member feedback survey
  • Per-contractor quality rollup report
  • Preferred-tier flagging

Features showcased

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  • Smart Form + DatabaseStaff Pick
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    Contractor / Trade Ally Registration

    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.

    Dynamic FormsDocument CollectionDatabases+1
    Starter15 min setup
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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
  • 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 Quality Scorecard

Free with any plan · Sets up in 25 min

Contractor Quality Scorecard

Free with any plan · Sets up in 25 min