Subcontractors

Sub list, insurance dates, per-job assignment, year-end 1099 prep.

Subcontractor (1099 vendor) management: who you use, their insurance, what you assign them, and what you paid.

Subcontractor record

Company name, contact person, phone, email.
Trade (HVAC, electrical, and so on).
License number, tax ID (for 1099s).
Hourly rate, day rate, rating.
Insurance provider and insurance expiry.
Attach the W-9 and certificate of insurance as files.

The Subcontractors list with company, contact, trade, licence number, insurance expiry, and rating — Subs with their trade, licence, and insurance expiry. Expiring dates are flagged in the list.

Assign to a job

Job detail -> Subcontractors -> + Assign sub. Set the role, the agreed rate, and whether it's hourly or daily.

Year-end 1099 prep

Subcontractors -> 1099 Prep totals what you paid each sub year to date, flags everyone at or above the $600 threshold, and calls out anyone missing a W-9 (a tax ID gap). Export the CSV for your bookkeeper.

In Analytics

Analytics -> Subcontractor: total spend, active subs, expiring insurance, utilization rate.

Plan tier

Subcontractors is on Business.