The General Contractor · $99.99/mo
You've got the work. You can't do it all yourself, so subs are the only way up. But subs mean certificates of insurance, W-9s, 1099s, scope fights, "he said / you said," and paying people you're not totally sure are covered.
That's why most contractors stay small. Growth feels like risk.
One sub's coverage lapses and you find out after the claim. A scope gets fuzzy and a job goes sideways. January arrives and 1099s are a shoebox. So you cap the crew and turn down the big jobs, not because you can't do them, but because you can't carry the risk of the people doing them.
Give every sub their own door, and growth stops being a gamble.
Everything in the Contractor plan, plus the subcontractor side
North Mech is the cheapest price on the board and their coverage has lapsed. You find that out here, before you award it, instead of after somebody falls off a ladder.
The line the software draws
One job, two logins. The sub portal is not your console with buttons hidden, it is a different set of screens, and the boundary is checked on every request rather than set by a switch somebody can flip by accident.
| On one job | You, in the console | Your sub, in the sub portal |
|---|---|---|
| Job name, address and status | Yes | Yes |
| The scope you wrote for them | Yes | Yes |
| Their dates on site | Yes | Yes |
| The documents you filed for them, and whether each is signed | Yes | Yes |
| What you have paid them, and what is outstanding | Yes | Yes |
| Their certificate of insurance and W-9 | Yes | They upload them |
| Your client's name and the client's documents | Yes | Hidden |
| What you are charging the client | Yes | Hidden |
| Another sub's agreement or price | Yes | Hidden |
| Your private rating of them | Yes | Hidden |
| Every other job in your company | Yes | Hidden |
None of this is a preference you have to remember to set. A sub who is not on a job cannot open that job at all, even holding the link.
Why it's double
The Contractor plan takes the business out of your head. The GC plan takes the work off your hands, safely. That's the whole difference, and it's worth every dollar the first time a lapsed COI doesn't become your problem.
The bid board
Five stops from "I need a price on this" to "it is awarded and attached to the job", and the software files the closing paperwork.
A title, the trade, the date you need it done, and a budget if you want to name one. It can hang off a job or stand on its own while you are still pricing the work.
Invite named vendors off your bench, or open it to your whole bench. A vendor you did not invite does not see the request at all.
Nothing is ever read out of an uploaded PDF. A number guessed off a scan is a real financial error, so the sub types the number they mean and you compare numbers, not attachments.
Every price sits on a row with that vendor's insurance status beside it, so a lapsed certificate turns up next to the number instead of turning up after the work is booked.
The winner is marked, the other prices are declined for you, the request closes, and the vendor is attached to the job. One tap, four things filed, nobody left waiting on an answer you forgot to send.
Electrical and plumbing share a week on purpose. Each of those two vendors opens Timeline in their own portal and sees one row: their phase, their dates, and the scope note you wrote for them.
Phases and the timeline
A general contractor is not running one job. You are running six trades who all believe they start Monday, and the timeline is where that gets settled once instead of six times by phone.
A phase is a name and two dates. Add them in the order you build, change the order when the weather does, and leave the dates off until you know them. A phase with no dates says so rather than guessing.
A vendor goes on a phase, not on the job. Each assignment carries their role on that phase, the scope note you wrote for that trade, and a budget. The scope note has a switch that decides whether they see it. The budget has no switch, because their copy never carries it.
Your sub opens Timeline and sees their rows. The phases they are on, those dates, that scope. Not the whole plan, not the trade before them, and not one number about what anybody else is charging you.
Paying subs
Subcontractor management is mostly a money question. Here is one vendor on one job, from the day you put them on a phase to the file your accountant opens in January.
| What happens | Where it happens | Amount |
|---|---|---|
| You put Delta Electric on the rough electrical phase | Your console. You write their role, their scope note and a budget only you can see. | not yet |
| Delta asks for a draw | Their portal, from the job you assigned. Their screen reads Waiting on your GC until you act, and they can take the request back while it is still there. | $4,000.00 |
| You settle it | Your Subcontractors queue. Paying the request moves their screen from Waiting on your GC to Paid, and the amount is filed against them. | $4,000.00 |
| The money moves your way | By check, bank transfer, or whatever you already use. Servora records what you paid and is never in the middle of it, so there is nothing here for a sub to connect and nothing of yours to wait on. | $4,000.00 |
| January | A CSV per sub: what you paid them, whether their W-9 is on file, and whether they crossed that tax year's IRS reporting threshold. The filing stays with your accountant. | $18,400.00year to date |
| What Servora takes out of any of it | Nothing. We are not a party to the payment and we never touch it, so there is no fee of ours to take out of it. | $0.00 |
Every payment you record puts its amount in that sub's 1099 total, so the year-end number is right however you actually paid them. See what the two plans cost.
Straight answers
Want public-sector work on top? We set up government contractors.
The decision
If you carry the tools, the Contractor plan is the whole business in one place. The moment other people are on your jobs, you need the half that keeps them straight.
You do the work
Leads, estimates, e-signature, invoices, deposits, scheduling, photos, messages, and a client portal in your colors. Everything to run your own jobs.
$39.99 /mo
Read the Contractor story →Other people do the work
Everything above, plus the vendor directory, the bid board, phases and a timeline, insurance and W-9 tracking, 1099 totals, sub payments, and automations you write yourself.
$99.99 /mo
Start the GC plan →Five team seats are included on both plans, then $15 a month for each additional block of five. Subcontractor logins are free and never count against them. See the full pricing page, or open the product tour and walk the sub portal first.