Manage subcontractor compliance and documents

Availability and privacy

Vendor management and assignment, including subcontractor compliance and supporting documents, is available on Pro and Business. Any signed-in workspace teammate can work with these operator-only records. Vendors and homeowners have no access, and internal notes are not homeowner-visible.

Open Vendors and select a vendor marked Subcontractor. Use Compliance for statuses and Supporting documents for evidence. Ordinary vendors do not have these tabs; changing a subcontractor to an ordinary vendor removes its compliance checklist and supporting documents.

Track checklist status

Track W-9 receipt, subcontractor and confidentiality agreements, general liability insurance, workers' compensation coverage or exemption, trade license or registration, and background check. Each item can be Not requested, Requested, Under review, Complete, Expired, or Not required, with internal notes and relevant dates.

Upload supporting evidence

1. Open Supporting documents and click Upload.
2. Choose a non-empty PDF, JPG, or PNG no larger than 10 MB.
3. Add a title; categorize it as Insurance, Agreement, or Supporting document.
4. Optionally link it to a checklist requirement, add its document date, and add an internal note.
5. Upload. The saved card shows its category, size, dates, linked requirement, uploader, and private note, with controls to preview, download, or delete.

Recover from an error

• Wrong format, empty file, or over 10 MB: choose a valid PDF, JPG, or PNG within the limit.
• W-9 rejected: do not rename and retry the form; confirm receipt and its date in the W-9 checklist status instead.
• Upload or document-detail save fails: the unfinished upload is abandoned and no attachment is added. Check your connection and retry.
• Preview window does not open: allow pop-ups for NestWatch and try again; downloading remains available.
• Preview, download, checklist save, or delete fails: the existing record remains available. Retry the action.