Save the contact first, then upload documents (insurance cert, W9, license…).
How to use
Add a subcontractor, supplier, adjuster, or insurance company — tag them by trade (and product category, for suppliers).
Track their insurance provider, policy #, and expiration date — this tool (and the sub's own portal) warns starting 10 days before it expires.
Upload documents (insurance cert, W9, license) right on the contact after saving it.
To link a contact to a sub's portal login: name the contact exactly the same as that sub's crew name (the same string used in Admin > Sub Portal Logins).
