General Liability
Set applicable coverage and limit requirements.
Insurance
For Hiring Organizations
Get contractors from invited to ready-to-work.
Trade Check collects contractor records, reviews them against your requirements, and gives your team a clear qualification status — without chasing paperwork across email, folders and spreadsheets.
Build requirements around your organization, contractor types, properties or projects.
Qualification Overview
Contractor Network
18
Qualified
4
Need Attention
3
In Review
ABC Electric LLC
8 / 8 required items
Qualified
Smith Roofing Co.
Insurance update required
Action Required
Johnson Landscaping
Records under review
Pending
Metro Plumbing LLC
Requirement not satisfied
Not Qualified
Example dashboard. Qualification status depends on the requirements configured for the organization.
Centralized Records
Defined Requirements
Ongoing Status
The Administrative Problem
Contractor paperwork should not live across inboxes, folders and spreadsheets.
Qualification becomes difficult when every contractor has a different email thread, certificates are stored in different places and someone has to remember what expires next.
Trade Check brings the record, requirements and current status into one qualification workflow.
Email the contractor
Request certificates, licenses, tax forms and other required records.
Follow up again
Find the missing file and ask the contractor to resend it.
Check every requirement
Review coverage, dates, licensing and organization-specific requirements.
Update the spreadsheet
Record the result somewhere your team can hopefully find later.
Repeat when something expires
Start another round of emails when the record needs attention.
Trade Check replaces the chase with a qualification record.
Your team sees what was collected, what was reviewed, what satisfies the requirement and what still needs attention.
Contractor Qualification Workflow
One process from invitation to qualification.
Trade Check creates a structured path for getting contractors through the records and requirements your organization needs.
01
Invite
Add or invite the contractor into the qualification workflow.
02
Collect
Gather the records, documents and information required for that contractor.
03
Verify
Review applicable records using the appropriate verification method.
04
Match
Compare verified records with your defined qualification requirements.
05
Qualify
Issue a clear status showing whether the current requirements are satisfied.
06
Monitor
Keep applicable expiration and status information tied to the same record.
Qualification Visibility
See who is ready, who needs attention and why.
Your team should not have to open eight documents to determine whether a contractor is ready to work.
Active Contractors
Qualification Overview
ABC Electric LLC
Electrical Contractor
Smith Roofing Co.
Roofing Contractor
Johnson Landscaping
Grounds Contractor
Metro Plumbing LLC
Plumbing Contractor
Premier Snow Services
Snow & Ice Contractor
One place to understand contractor status
Your Qualification Standard
Your contractors. Your requirements. One qualification process.
Different contractor types can require different records. Trade Check can organize applicable requirements around the work being performed and the standards your organization uses.
Workers' Compensation
Require applicable workers' compensation evidence.
InsuranceCommercial Auto
Set vehicle-related insurance requirements where applicable.
InsuranceTrade License
Require applicable licenses based on contractor role or jurisdiction.
LicensingW-9 / Business Records
Collect applicable tax and business documentation.
BusinessSafety Program
Require written safety documentation where applicable.
SafetyScreening Policies
Require applicable background or drug-testing policy documentation.
PolicyCustom Requirements
Add organization or project-specific documentation requirements.
Custom
One Contractor Record
Stop making contractors rebuild the same file for every job.
Trade Check is designed around a reusable contractor record. The contractor can maintain its core information and provide access to the organizations that need it.
Your organization can then apply its own qualification requirements to that same record.
Verify once. Share everywhere.
The record can travel with the contractor while qualification remains specific to each hiring organization.
Portable Contractor Record
ABC Mechanical LLC
Current
Business Registration
Current
Trade License
Current
General Liability
Current
Workers' Compensation
Current
Safety Documentation
Available
Access and qualification can be controlled by organization, contractor type, property or project.
Expiration & Status Monitoring
Know when something needs attention before the record disappears into a folder.
Insurance renews. Licenses expire. Policies change. Trade Check keeps applicable status and expiration information attached to the contractor record.
1
Credential is Current
The applicable requirement is currently satisfied.
2
Record approaches expiration or changes
The contractor record can show that attention is needed.
3
Status becomes Action Required
Your team can see what needs to be updated.
4
Updated evidence is reviewed
The requirement can return to Current when satisfied again.
One record that stays connected to the contractor
Organize The Network
Organize contractors by company, property, location or project.
Contractor qualification should reflect how your organization actually operates.
Organization
Maintain a centralized contractor network for the company.
One operating view across the organization.Properties
Associate contractors with buildings, communities or managed properties.
Useful for property and facility portfolios.Locations
Segment qualification by region, branch or operating location.
Requirements can differ where appropriate.Projects
Associate contractors with specific projects and project requirements.
Qualification can be scoped to the work.
Contractor Records
Bring the records that matter into one qualification system.
Requirements depend on the contractor and your organization. Trade Check can structure applicable records across multiple qualification categories.
Identity & Business Records
Business identity, registration and related information.
Trade Licensing
Applicable contractor and trade licenses.
General Liability
Coverage dates, limits and applicable requirements.
Workers' Compensation
Applicable WC evidence and requirements.
Commercial Auto
Applicable vehicle-related insurance records.
Umbrella / Excess
Additional coverage limits where required.
Safety Programs
Applicable written safety documentation.
OSHA / EMR
Applicable safety and experience information.
Company Policies
Safety, screening and other required policies.
Bonding
Applicable bonding or surety information.
References & Capacity
Commercial references and capacity information where needed.
Custom Requirements
Organization, property or project-specific items.
Organization Plans
Start with the contractor network you manage today.
Trade Check Business supports smaller contractor programs. Enterprise is designed for larger organizations, locations and more complex qualification structures.
Centralize contractor qualification.
Built for organizations that need a cleaner way to collect, review and track contractor records.
- Contractor invitations
- Centralized contractor records
- Qualification requirements
- Credential status and expiration tracking
- Team access
- Qualification overview
Qualification at organizational scale.
For larger contractor networks, multiple business units, locations or more advanced compliance requirements.
- Multiple divisions, regions or locations
- Custom requirement sets
- Larger contractor networks
- Roles and access structure
- Reporting and audit visibility
- Integration planning based on organizational needs
Administrative Efficiency
Spend less time chasing documents.
The value of contractor qualification software is not another dashboard. It is reducing the administrative work between inviting a contractor and getting that contractor ready.
Operational Metric
Time to Ready
Measure how efficiently contractors move from invitation through the requirements needed to become ready for work.
Fewer Follow-Ups
Reduce manual document-chasing across separate email threads.
Less Spreadsheet Work
Keep contractor status attached to the underlying record.
Faster Onboarding
Give contractors a structured path to complete requirements.
Clearer Status
See whether a contractor is Qualified, Pending or needs attention.
Expiration Visibility
Keep applicable renewal information tied to the credential.
Better Audit History
Keep qualification activity connected to one contractor record.
Contractor Experience
Simple for the contractors you invite, too.
A qualification process only works when contractors can understand what is required and what still needs attention.
What the contractor sees
Contractors can work through the records required for the qualification process.
- Required qualification items
- Missing records
- Items currently under review
- Records requiring an update
No forced public membership
A contractor invited by a hiring organization can complete client-specific qualification without that process automatically requiring a paid public Trade Check membership.
- Qualification remains separate from public membership
- Contractor maintains the relevant record
- Organization retains its own qualification requirements
Two Different Decisions
Verification and qualification are connected — but they are not the same thing.
Verification
What has been checked?
Trade Check reviews the applicable contractor records and identifies the current status of those credentials.
Example: General Liability has been reviewed and is currently within the policy period.
Qualification
Does it meet your requirement?
The verified record is compared with the limits, policies and requirements your organization applies to that contractor.
Example: The policy is current and also meets your required liability limit.
Contractor Qualification FAQ
Questions hiring organizations usually ask.
Not necessarily. A contractor invited by a hiring organization can complete client-specific qualification without that process automatically requiring a paid public Trade Check membership.
Yes. Qualification can be based on the requirements your organization applies to the contractor, project, property or contractor type.
Yes. An electrician, snow contractor, roofer and landscaper may have different licensing, insurance or policy requirements.
Applicable expiration and review information can be associated with contractor credentials so the record can show when an item needs attention.
Yes. Qualification is requirement-specific. Organizations can have different insurance limits, licenses, policies or other contractor requirements.
No. Trade Check can support contractor verification and qualification against defined requirements, but your organization remains responsible for its own approval and hiring decisions.
The contractor record is designed so required information and updated evidence can be maintained as the qualification process continues.
Contractor Qualification
Stop chasing contractor paperwork. Know who is ready to work.
Bring contractor records, requirements and qualification status into one system built around the companies your organization hires.
Learn how Trade Check qualification statuses work →