The Contractor Summary Dashboard is the best place to review a contractor before inviting bids, awarding work, or approving contractor payments.
Header Review
The header shows:
- Contractor business name
- Contractor ID
- Status
- Business address
- Reports action
- Edit Contractor action
Use the status badge as the first readiness check.
Key Metrics
The dashboard shows:
- Expired Items: expired licenses, insurance, or certifications.
- Needs Review: expired, missing, or expiring items within 30 days.
- Specialty and service area.
- Retainage percentage.
Contact Panel
The Contact panel shows: