Maintain a directory of every sub you work with, their trades, current compliance documents, and a portal login so they can update their own info.
What the sub portal does
- Subs log in to see RFQs, work orders, and invoices.
- They upload their own COIs and license docs.
- Expiration alerts surface 30 / 14 / 7 days out.
- 1099 prep is one click at year-end.