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Subcontractor Onboarding

Qualify and onboard new subcontractors with company info, insurance, licenses, and W-9 details.

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Create a subcontractor onboarding and qualification form. Start with Company Information: company legal name, DBA name (if any), business type dropdown (sole proprietor, LLC, S-corp, C-corp, partnership), Federal Tax ID / EIN, year established as a number, physical address (street, city, state, zip), mailing address if different, main contact name, title, email, phone, and company website. Then Licenses and Certifications: contractor license number, issuing state, license expiration date, list any relevant certifications as a long text field, and a file upload for license copies (optional). Then Insurance: general liability carrier name, policy number, coverage amount as a number, expiration date; workers compensation carrier name, policy number, expiration date; file upload for certificate of insurance. Then Trade Specialties: a checkbox list of trade specialties (electrical, plumbing, HVAC, roofing, concrete, framing, drywall, painting, landscaping, IT/low voltage, general labor, other), plus an open text field for description of specific capabilities. Then Capacity and Availability: number of crews available as a number, geographic service area as short text, can you handle emergency or after-hours work as yes/no, typical lead time in days as a number. End with References: three reference entries each with company name, contact name, and phone number. Final section with a checkbox confirming all information is accurate and a signature.

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A thorough subcontractor qualification form that collects everything a general contractor or facilities manager needs before putting a sub on the approved vendor list. Covers business details, insurance certificates, license numbers, trade specialties, availability, and authorization. Reduces back-and-forth and keeps your compliance records in one place.

constructiongeneral contractingfacilities managementproperty management