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.
Trust, but verify — systematically
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.
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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.
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 25 min
Contractor Quality Scorecard
Free with any plan · Sets up in 25 min