Subcontractors

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.

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.