01
Track subcontractor credentials and COIs
- Add trade partners and 1099 subcontractors in Crew → Subcontractors.
- Upload Certificate of Insurance (COI) PDFs and record policy expiration dates.
- Set automated alerts 30 days before policy expiration.
02
Assign sub trades to project milestones
Assign subcontractors to specialized job phases (e.g. electrical rough-in, roofing) with clear scope instructions and site access dates.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Subcontractor contact profiles and trade specialties are recorded.
- Certificate of Insurance PDFs are uploaded with valid expiration dates.
- Automated COI renewal alerts are configured in Crew settings.
Troubleshooting
When the workflow doesn’t look right
Subcontractor shows an expired COI warning banner.
Request an updated insurance certificate and update the policy expiration date in their profile.
Keep going