Yes. Each installer account has expiration dates for general liability, workers compensation and auto insurance, and a Files tab for the certificates.
Subcontractor management for roofing and restoration crews paid on insurance jobs
Most claim work is installed by outside crews, and every crew raises the same three questions: can they do this trade, is their insurance current, and what did we pay them on this job. In CRM For Claims each crew is an installer account, and every payment to it is booked against a trade on the claim.
Example crew accountActive
General InformationContactsFilesTrades
Trades
RoofingGuttersSiding
Insurance expiration dates
General liabilityMar 31
Workers compJan 15
AutoJun 1
This installer gets paid for
LaborLabor and Materials
A crew list you can narrow to one trade
Installer Accounts is a directory of its own under contacts. A new account asks for the company name, an e-mail address, a status and how the crew is paid, so a crew can be entered from a phone call and finished later. The list opens on active crews, and the Trades filter takes several trades at once, grouped the way your company groups them.
| Company Name | Phone | Address | Status | |
|---|---|---|---|---|
| Crew A Exteriors | on file | on file | Springfield | Active |
| Crew C Gutters | on file | on file | Lakeview | Active |
| Crew D Roofing | not entered | on file | Riverside | Inactive |
An inactive crew drops out of the default view and keeps its history. The search box in the CRM header looks through installer accounts too, so a crew named on an invoice is one search away. The people at each crew are ordinary contact records linked on the Contacts tab, the same records described on contact management for claims contractors.
The paperwork a carrier job needs, kept on the crew
Before a crew goes on a roof you are paying for with insurance money, someone in the office asks for its certificates. The account keeps three expiration dates, each picked as month, day and year, and a Files tab where the certificate PDFs themselves are uploaded.
The tax ID sits on the same account behind its own lock. If the crew's details change, the log on the page says who changed what and when.
GL
General Liability Insurance Expiration DateOwn field on the General Information tab
WC
Workers Compensation Expiration DateOwn field, own date
AU
Auto Insurance Expiration DateOwn field, own date
PDF
Files tabCertificates and agreements uploaded to the account
How a crew's pay lands on the right trade of the claim
Every crew is set up as paid for labor, or for labor and materials. That answer is required, and it does work later: when you record an expense and pick the crew as payee, the Type of Expense is filled in from it. Then the expense is assigned to a trade of the project, a required field, so the money is counted against roofing, siding or gutters on that claim.
Crew paid for labor
- Payee pickedThe installer account
- Type of Expense
Labor, filled in for you - Assign to Project TradeRoofing
- ShinglesA separate expense to your supplier, under Building Materials
Crew paid for labor and materials
- Payee pickedThe installer account
- Type of Expense
Labor and Materials (combined), filled in for you - Assign to Project TradeGutters
- MaterialsAlready inside the crew's one bill
PendingEntered, not agreed yet
ApprovedAgreed, waiting to be paid
IssuedA check is out, not cleared
PaidCleared on the crew's account
The type can still be changed by hand. Money a crew sends back is entered as a refund, and its type is filled in the same way. How expenses sit next to the insurance invoices of a job is covered on claim invoicing built on the insurance estimate.
What each crew cost against what each trade was sold for
Because every crew payment carries a trade, the project's report by trade can put the crew's cost beside the amount that trade was contracted for. Its columns:
TradeContracted AmountTrade ExpensesGeneral Overhead ShareTotal ExpensesProfit%
If a roofing crew billed more than planned, it shows on the roofing row and nowhere else. A closed job worked through in dollars, with one trade that barely paid, is on the claims CRM page for owners.
Everything you paid one crew, across every job
At year end, or when a crew asks about a missing payment, the question is per crew, not per job. Payments History on the KPI page answers it. Its payee filter takes installers along with vendors, suppliers and people, ranks payees by amount, and opens one payee's payments when you click the row.
Job #1042, Roofing, Laborpaid Apr 18
Job #1057, Roofing, Laborpaid May 2
Job #1063, Gutters, Laborpaid May 29
Payments are dated by the day they were made, so a check written on the 30th is in that month even if it was typed in a week later. The list is read-only: nothing on it pays anyone.
Who in the office sees which crews
Crew lists, tax IDs and pay terms are not for every user. Each of these is its own permission, set per person:
Open the Installer Accounts listEveryone who works with crews
Create, open, edit or delete an installer accountFour separate switches
See installer accounts other users createdWithout it, a user sees only the crews they added
See the TAX ID # fieldAdmins and the managers you name
See the "This installer gets paid for" fieldUsually the people who book expenses
Read the change logOwners and office leads
Office user, Monday 10:42 AM → Installer Account edited
• Workers Compensation Expiration Date: Jan 15, 2026 Jan 15, 2027
• Uploaded File: wc-certificate.pdf
The log under the list records each edit as Was and Became, plus every uploaded and deleted file, with the user's name and the time. The rest of the permission model is on user roles and permissions.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
Open Installer Accounts and pick the trade in the Trades filter. The list opens on active crews; switch the Status filter to All to see inactive ones.
As a project expense with the crew as payee. The Type of Expense is filled in as Labor or Labor and Materials (combined) from the crew's account, and the expense is assigned to a trade of the project.
Yes. Payments History on the KPI page filters by payee, installers included, for any date range, and opens that crew's payments.
Only if you give them that permission. The TAX ID # field has its own switch, separate from opening or editing the account.