Business identity
Legal business name, DBA, primary contact, phone, email, mailing address, service categories, and emergency contact.
Sub onboarding
Build a subcontractor packet checklist before the first job.
Use this readiness checklist to decide which common items your business should ask about, who reviews them, and which questions belong with your insurance agent, accountant, attorney, customer, GC, or local office.
Packet fields
Common items contractors are often asked to organize.
Insurance questions
COI contact, policy expiration date, certificate holder request process, and questions to ask your insurance agent or customer.
Tax document routing
W-9 request status, accountant/bookkeeper owner, year-end 1099 review date, and storage rules outside this static site.
License or registration notes
Trade, license number if applicable, issuing office, expiration date, and local-office questions. Local requirements vary.
Scope and job rules
Work types, service area, change-order contact, site access, cleanup expectations, photos, and punch-list communication path.
Safety and customer requirements
Job-specific training, site rules, background requirements, PPE notes, or customer packet items where applicable.
Questions to route
Use this page to separate admin notes from professional review.
Useful owner output
What an owner can organize from this checklist without uploading documents.
Missing item list
A private checklist of empty fields, unknown expiration dates, and unanswered professional questions.
Packet index
A static table of document types, owners, dates, and review status that does not store actual documents here.
Owner readiness review
A readiness summary for the business owner before adding more subs or buying admin software.