Run other companies: the GC plan

What the plan adds, in one breath

The General Contractor plan opens three more tools in the same console (Vendors, Bid board, Subcontractors) and three more sections inside a job (Timeline, Subcontractors, Bids). It is not a second app. Nothing from the Contractor plan is removed.

Give a sub a login

1. Open Vendors and add the company, or let them apply through your public vendor form: applications land in an inbox on the same screen.
2. Open the job, go to its Subcontractors section, and put the sub on it.
3. Write their scope. The scope you write is the scope they read: never the client’s scope, never your prices, never another sub. That separation is enforced on every request the sub portal makes, not by a checkbox.
4. Their login is free and it never counts against your seats. They also get up to five viewer logins for their own foremen.

Where it lives: Vendors for the bench; each job’s Subcontractors section for the assignment.

Insurance, W-9s, and the nightly check

1. Each vendor carries a certificate of insurance and a W-9 on file. The newest certificate they upload is the current one.
2. A nightly check warns you before a certificate lapses, automatically. You hear about the expiry before the sub is back on your roof.
3. The sub uploads renewals from their own portal’s Insurance tab, so you are not the one chasing paperwork.

Bids, priced by people and compared on the job

1. Post a scope on the Bid board and invite subs from your bench, or open it wider.
2. Record each number with Record a bid on the job: amount, inclusions, timeline. Insurance and W-9 status show beside the price, so the cheapest bid from an uninsured sub does not read as the cheapest.
3. A sub who revises their number shows both figures, with dates.
4. Award one. The winner attaches to the phase on the timeline.

Money you pay subs, and January

1. Record what you paid a sub, with the method required, however the money actually moved.
2. Subs can send payment requests from their portal; they land with you.
3. Every amount you record lands in that sub’s year-to-date 1099 total. At year end, export the totals as a CSV: what you paid each sub, who crossed the reporting threshold, who is missing a W-9.
4. The filing itself stays with your accountant. Servora records the money; it does not move it.

Phases, multiple clients, and the messaging dashboard

• Phases and a timeline. Cut a project into phases and put a company against each one, with their own scope and budget.
• More than one client on a job. An owner and a property manager on one project, each with their own permissions and their own view.
• The messaging dashboard. Groups per audience, an employee board, pinning, and send-to-all. Clients, employees and subs can never be put in one conversation: the server refuses it, not just the screen.
• Automations you write yourself. The Contractor plan has the fixed six; the GC plan authors its own, including on status changes.
• The government-contracting playbook. The registration and bidding steps for public work, in order, inside the app.
• A private rating per sub. Subs never see their rating.