Licence and insurance expiry, watched
Store licence and insurance dates against each sub and see at a glance who is current, who is close and who has lapsed — before you put them on a job.
CRM & SALES
CRM / MembersSales PipelinePublic Business ProfileWeb Forms & BookingSugar AssistantQUOTES & DOCUMENTS
EstimatesProposalsClient PortalINVOICING & PAYMENTS
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Mexico & CFDI 4.0SUBCONTRACTORS
Track every subcontractor, log payments, and know exactly who needs a 1099-NEC — no more scrambling at tax time.
WHAT'S INCLUDED
COMMON QUESTIONS
Yes. A subcontractor who has been paid past the threshold without a W-9 on file is flagged, rather than discovered in January.
On the subcontractor's own record — W-9, insurance, contracts — with expiry dates you can see at a glance instead of in someone's email.
Yes. A Mexico location collects RFC, REPSE folio and IMSS compliance instead of US tax forms, and tracks a factura against each payment.
PAPERWORK THAT EXPIRES
Store licence and insurance dates against each sub and see at a glance who is current, who is close and who has lapsed — before you put them on a job.
W-9s, certificates of insurance, signed contracts and photos live on the sub's record instead of an email thread from last year.
Track payables per sub, mark them paid, and see the year-to-date total — with a flag when someone crosses the threshold where a W-9 matters.