General Liability
Set applicable coverage and limit requirements.
Insurance
For Hiring Organizations
Get contractors from invited to ready-to-work.
TradeCheck collects contractor records, reviews them against your requirements, and gives your team a clear qualification statuswithout chasing paperwork across email, folders and spreadsheets.
We are building this with a small number of organizations first. Tell us how you work with contractors today and we will show you where it fits.
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.
TradeCheck 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.
TradeCheck 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.
TradeCheck 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.
Your Qualification Standard
Your contractors. Your requirements. One qualification process.
Different contractor types can require different records. TradeCheck 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
Two Different Decisions
Verification and qualification are connected, but they are not the same thing.
Verification
What has been checked?
TradeCheck 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 TradeCheck 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. TradeCheck 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 TradeCheck qualification statuses work →