Functional DemoSaaS

Subcontractor Certificate Tracker

A credential vault and shareable Contractor Qualification Card for subcontractors.

CredCard sign-in page for subcontractors with a dark feature panel ('Look qualified. Win more work.') and an email/password form plus an Explore the live demo button. — CredCard sign-in

What it solves

Subcontractor qualification documents are usually scattered across email attachments, phone photos, Google Drive folders, old PDFs, and paper files. This makes subcontractors look less professional, wastes time resending paperwork, causes missed jobs and expired-document compliance issues, and forces general contractors to chase qualification details.

Built for Independent subcontractors, trade contractors, and small construction companies (primary), and the general contractors, builders, developers, and compliance reviewers who review them (secondary).

Overview

The app lets subcontractors upload, organize, and track licenses, insurance, safety records, certifications, awards, and project references in one place, then present them as a polished Contractor Qualification Card. A trade-based checklist tells users which critical documents they are missing, expiration tracking flags renewals, and a profile strength score motivates completion. Subcontractors can generate a secure public profile link and download a professional PDF qualification packet to send to hiring general contractors. All private records are scoped per company, with per-document visibility controls governing what appears publicly.

What this demonstrates

It builds a trade-driven checklist engine that generates recommended credentials per trade, deterministic profile-strength scoring, and expiration status calculation. It generates premium PDF qualification packets server-side, serves secure public share profiles with regenerable tokens and section-level visibility controls, and stores uploaded files privately behind a storage abstraction (local filesystem or S3).

What makes it different

This is not Dropbox for contractors. This is a contractor qualification profile builder that produces a sendable Contractor Qualification Card.

Trade-based credential checklistThe selected trade drives which documents are recommended and critical.
Document vault with expiration trackingOne organized place for licenses, insurance, safety, and certifications.
Shareable public profileSend one professional link instead of scattered attachments.
Downloadable qualification packetExport a complete PDF packet for general contractors.
Profile strength scoreA motivating score that shows how job-ready the profile is.
Privacy controlsThe user chooses which documents appear publicly; sensitive items stay hidden.

Core capabilities · 11

Contractor onboarding
Guided steps to company, trade, service area, and a first Contractor Card preview.
Trade selection system
Selects one or more trades that control the recommended checklist items.
Smart credential checklistTrade-based checklist
Generates recommended documents by trade across business, insurance, bonding, safety, and certifications.
Document vault
Stores files with category, issue/expiration dates, status, visibility, and verification.
Contractor CardContractor Qualification Card
Visual profile with trade, status tiles, awards, and project highlights.
Public share profile
Secure public link exposing only approved sections and documents.
Qualification packet generator
Exports a PDF packet with cover page, credentials, awards, and references.
Expiration tracking
Tracks valid, expiring (60/30 day), expired, and missing-date documents.
Profile strength score
Deterministic score that motivates profile completion.
Credential record system
Structured license, insurance, bonding, safety, certification, award, project, and reference records.
Review and share tracking
Tracks profile views, packet downloads, and last-viewed dates.

How it works

Subcontractor

Sign up and select trade
Enter company details
Receive a recommended credential checklist
Upload documents and add records
App calculates profile strength
App creates the Contractor Card
Share the public link or download the PDF packet
App tracks expirations and missing items

Reviewer

Open the shared contractor link
Review qualification badges
Open credential sections
Download the qualification packet if needed
Contact the subcontractor

How the score works

Profile Strength Score

Critical documents uploaded
Presence of the required critical credential documents.
Required trade credentials completed
Completion of trade-specific certifications.
Insurance present
Certificate of liability and related coverage on file.
License present
Business and trade license records on file.
Safety documents present
OSHA and related safety records added.
Project references added
Notable projects and references included.
Awards and certifications added
Recognition and extra certifications included.
Expired documents avoided
Expired credentials reduce the score.
Public card completeness
How complete the shareable card appears.

Key screens

DashboardProfile strength, missing docs, expiring docs, and Contractor Card preview.
OnboardingFast guided company and trade setup.
Credential checklistTrade-based guide showing what to upload next.
Document vaultDrag-and-drop uploads organized by category and status.
Contractor CardPremium visual profile card with status tiles and highlights.
Public share profileAccount-free public page for reviewers.
Qualification packetOne-click PDF packet generation with section selection.
Expiration dashboardExpiring soon, expired, and missing critical documents.

Data model

User
ContractorCompany
TradeType
CredentialChecklistTemplate
CredentialChecklistItem
CompanyChecklistItem
CredentialDocument
LicenseRecord
InsuranceRecord
BondingRecord
SafetyRecord
CertificationRecord
AwardRecord
ProjectRecord
ReferenceRecord
ShareLink
ShareActivity

Screens · 9

Contractor dashboard

CredCard credential checklist at 43% complete (6 of 14), an AI requirements assistant that is switched off, and Business Identity and Insurance items marked done or needing a linked document. — Credential checklist

CredCard Document Vault of credential file cards showing category, expiration date, and public/private plus Valid/Expired/N-A status, filterable by state and category. — Document vault

CredCard Credentials page with category tiles (Licenses, Insurance, Bonding, Safety, Certifications, Awards, Project Highlights, References) each showing a record count. — Credentials categories

CredCard Contractor Card preview for Summit Roofing Co. — the shareable view general contractors see, with score 92, credential status, company stats, and Share and Download packet actions. — Contractor card preview

Share profile settings

CredCard Qualification Packet page with a Download PDF button and a checklist of included sections (cover, licenses, insurance, bonding, safety, and more) with References hidden. — Qualification packet

Profile insights

Company profile settings

How it is built

A Next.js and React application with Prisma over SQLite in development (Postgres-portable for production). Uploaded documents live in a private uploads directory or an S3 bucket, PDFs are rendered with react-pdf, and optional Claude explanations and Resend password-reset email are wired behind feature flags.