CRM
Vendors
Subcontractors are companies. A vendor needs a W-9, workers comp, general liability, and auto insurance, plus a signed subcontractor agreement. Expired insurance grays them out on a work order and stops payment.
Expiring soon
Agreements and insurance inside 30 days, or already expired, are listed here. Opening this page emails the vendor and asks them to send the new paperwork.
- Day Labor Richmond · Auto · expires Nov 15, 2026
- Lapsed Haul LLC · General liability · expired Jun 1, 2026
- Lapsed Haul LLC · Agreement · expires Nov 5, 2026
| Vendor | Insurance | W-9 | Agreement |
|---|---|---|---|
| CleanWrap Supply Subcontractor · [email protected] | Blocked No insurance on file | Missing | none |
| Day Labor Richmond Day labor · [email protected] | Expiring Auto expires Nov 15, 2026 | On file 2026-01-15 | signed · 2026-02-01 |
| Lapsed Haul LLC Hauling · [email protected] | Blocked Expired or missing general liability Agreement expires Nov 5, 2026 | On file 2025-04-01 | signed · 2025-05-01 |
Add a subcontractor
Vendor invoices
Review what a sub billed against a work order. Payment is an in-app record. It will not be issued while any insurance policy is missing or expired. A missing W-9 does not hold the payment by itself.
Day Labor Richmond · $2,400
WO-0151-01 · WP-2026-0151-PO · 2026-10-20 · Operatory packout crew
ReviewLapsed Haul LLC · $1,800
WO-0148-01 · WP-2026-0148-PO · 2026-10-18 · General liability expired. Do not pay.
Expired or missing general liability. Payment will not be issued.
Held