Portal + Smart Form

Contractor Rebate Submission Portal

Let contractors do the paperwork

Browse Templates
Contractor portal dashboard showing 'My Submissions' table with status chips and a 'New Application' button.

Most rebate paperwork starts at the kitchen table with the contractor. This portal lets registered trade allies submit applications on behalf of members, with contractor details pre-filled and standing verified automatically. Contractors see their own submission queue and status — which means they stop calling you, too. Member consent is captured with a one-tap verification message.

What's included

  • Contractor login with role-based access
  • Pre-filled submit-on-behalf forms
  • Member consent verification step
  • Contractor submission queue & status view

Features showcased

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  • Smart Form + DatabaseStaff Pick
    Contractor & Trade Ally Management

    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
    View Template
  • 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
    View Template

Contractor Rebate Submission Portal

Free with any plan · Sets up in 30 min

Contractor Rebate Submission Portal

Free with any plan · Sets up in 30 min