Send one link. They upload their license, W-9, insurance, and sign the agreement. Everything lands in your Trades profile automatically, ready to connect to jobs and work orders.
Invite sent
sub@electricpro.com
Company Info
Name, specialty, license
Compliance Docs
License · W-9 · COI
Agreement & Sign
Read, signed & stored
Profile Created
Added to your Trades
Electric Pro LLC is fully onboarded
Paste an email, add an optional personal note, and hit Send.
A dated subcontractor agreement PDF is created and stored the instant they sign.
Sub Onboarding Wizard is one piece of a connected system that runs your whole operation — customers, jobs, quotes, invoices, calendar, and your team all in one place. No more switching apps or losing data.
Start your 1-month free trial. No credit card, no setup fees — get your team running in minutes.