JR&CO
Edit Subcontractor
Insurance compliance & profile
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All profile fields are required · select at least one licensed state and one capable scope.

Address & Contact
Insurance
Trade & Notes
Capable Scopes
Scope types this subcontractor can perform on jobs.
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Internal organization — not used for vendor job assignment pickers.
Certification records

Expiry and verification status — updated when you verify certs or upload typed documents on the Documents tab.

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When enrolled, this subcontractor automatically receives certificate-renewal emails ahead of expiry, and documents they email back are auto-filed for review. Use this to pilot the workflow one subcontractor at a time.

Compliance documents

Upload GL, WC, licenses, and other compliance files here. Each upload is filed under its compliance record, scanned for expiration dates, and (for insurance) run through policy review automatically.

Click or drop files to upload
PDF · Word · Images · Max 25 MB · scanned automatically
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Compliance records

Insurance policies, licenses, and filings on the compliance spine. GL/WC rows sync automatically when you verify certs on the Certifications tab. Add licenses and filings below (e.g. JRCO state GC licenses).

Add compliance record
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