Renewals that chase themselves
The annual renewal scramble, deleted. This workflow watches expiration dates in your contractor database and sends escalating reminders with a secure re-upload link — no login required for the contractor. New documents route to a quick verification step, the record updates, and the co-op's exposure window closes. Your 20–30 hour renewal season becomes 2–3.
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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.
“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
Credential Renewal Workflow
Free with any plan · Sets up in 15 min