Subcontractor portal with COI tracking
Every sub gets their own login. They see their assigned jobs, upload documents, and track their schedule. You see their COI expiration dates at a glance. Auto-alerts at 90/60/30 days.
Manage subs, track insurance certificates, run multi-phase projects, and send progress billing, without juggling 5 different apps and a spreadsheet.
30-day trial. No card. Unlimited users. $0 transaction fees.
The gaps that quietly cost you hours, margin, and the occasional customer.
You've got a plumber, an electrician, a framing crew, and a drywall sub, all on different schedules with different insurance expiration dates. One lapsed COI and you're exposed on a $200K project.
The homeowner wants progress billing: 30% at demo, 25% at rough-in, 25% at drywall, 20% at final. You're tracking milestones on a yellow pad and sending invoices from memory.
Demo is done, framing is halfway, electrical hasn't started, plumbing is waiting on inspection. Where does everything stand? You're making 8 phone calls to find out.
Every January you're digging through bank statements trying to figure out how much you paid each sub last year. Missed a 1099? The IRS wants to hear about it.
Every sub gets their own login. They see their assigned jobs, upload documents, and track their schedule. You see their COI expiration dates at a glance. Auto-alerts at 90/60/30 days.
If a sub's COI expires, they can't be assigned to jobs until they upload a new certificate. You never accidentally put an uninsured sub on a job site.
Link multiple jobs under one project. Kitchen demo, plumbing rough-in, electrical rough-in, drywall, tile, finish carpentry. Each is a job with its own timeline, but they all roll up to one project view.
Set milestone percentages. Each milestone requires a verified photo before the invoice sends. Client approves milestones through the portal. No disputes about what's done and what isn't.
Track payments to every sub all year. At tax time, generate 1099-NEC forms with one click: JSON for your accountant or PDF to mail. You skip the January spreadsheet archaeology.
On a $200K remodel, disputes happen. Every photo, sign-off, payment, and communication is logged in a tamper-proof timeline. One click exports a court-ready PDF.
New sub calls wanting work. You save their number in your phone, ask them to email their insurance certificate, and put it in a folder on your desktop. Six months later, is their COI still valid? Who knows.
Add the sub to SecureCrews. They upload their COI through their portal. System tracks the expiration date and alerts you at 90/60/30 days. If it expires, they're automatically blocked from job assignments.
Homeowner asks "what's the status of the remodel?" You call the plumber, the electrician, and the framing crew. Piece together an update. Call the homeowner back 2 hours later.
Open the project view. See every phase, every milestone, every photo. Share the client portal link. The homeowner can see progress photos, approved milestones, and upcoming schedule anytime.
End of year. You need to send 1099s to 12 subs. Dig through QuickBooks, bank statements, and your memory. Spend a week reconciling numbers. Miss one and get an IRS letter in April.
Open SecureCrews. Every payment to every sub is tracked all year. Click "Generate 1099s." Done. PDF or JSON for your accountant.
Add your office, your crews, and your subs. The price does not move, and no percentage comes off the payments your clients send.
Every plan: unlimited users, no transaction fees, and a 30-day free trial.
See all featuresFree for 30 days, no card. Send your first estimate today and see the job move through the board.
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