Team & Verification
Invite team members and manage their roles. Climb the verification ladder to unlock higher-value work and build client trust. Understand the 5-tier system and how to reach Verified Pro status.
Why Team & Verification Matter
Build a professional team and establish marketplace credibility
Team members stay accountable — every hour logged, every photo uploaded is tied to a name
Clients see your team's qualifications — improves trust and justifies premium pricing
Verification tiers unlock higher-value work — clients post bigger jobs to verified contractors
Sub/employee tracking makes payroll and accounting cleaner
Role-based permissions prevent mistakes (e.g., new apprentice can't accidentally mark a job complete)
Team Management
Invite, manage, and track your team members
Team Management
Invite and manage subcontractors and team members
Inviting Team Members
- Go to Dashboard → Team Settings
- Click 'Invite Team Member' and enter their email
- Choose their role: Foreman, Labor, Specialist (electrician, plumber, etc.)
- They receive an invite email and join your workspace
- Can now see assigned projects and tasks
Role Assignments
- Foreman — Can create and assign tasks, track time, upload photos. Full project visibility.
- Labor — Can log time, mark tasks complete, upload photos. Limited to assigned tasks only.
- Specialist — Same as Labor, but for specific trades (e.g., electrician can only see electrical work).
- Each role has defined permissions (view, edit, time-track, etc.)
- Change roles anytime as crew composition shifts
Sub-Contractor vs. Employee
- Add subs and employees the same way — both use the invite system
- You're responsible for 1099s, W2s, insurance classification, etc. (not ContractShield's role)
- Use notes to track: 'Sub — provide own insurance' or 'Employee — on payroll'
- Sub/employee distinction matters for your accounting and tax filings, not the platform
Time Tracking by Role
- Foreman and Labor log hours by task
- Hours are tagged with their name and role
- Invoice can itemize labor by role (e.g., 'Foreman labor: 40 hrs @ $75/hr' vs. 'Helper: 30 hrs @ $25/hr')
- Clients see that you used appropriate staffing (adds credibility)
The 5-Tier Verification Ladder
Climb from Unverified to Verified Pro and unlock better work
1. Unverified
Requirements
Account created, email verified
Benefits
Can browse marketplace but limited quote visibility
Timeline
Automatic on signup
2. Basic
Requirements
Upload business license (state/local)
Benefits
Can browse and bid on work orders
Timeline
Admin approval typically 2-3 business days
3. Licensed
Requirements
License + 2+ client reviews
Benefits
Higher visibility on job board, clients trust you more
Timeline
After basic approval + 2 reviews (~1-2 weeks)
4. Insured
Requirements
General liability + workers comp certificates
Benefits
Opens access to higher-value projects
Timeline
Admin verification of insurance docs (~3-5 days)
5. Verified Pro
Requirements
All above + 5+ positive reviews (4.5+ star avg)
Benefits
Top tier badge, featured on marketplace, premium visibility
Timeline
Auto-calculated after reaching all criteria (~4-8 weeks typically)
How Verification Levels Unlock Work
Unverified: Clients barely see you on the job board. Limited search visibility.
Basic: You appear in job board searches. Clients can message and request quotes.
Licensed: You get a special badge. Clients trust you more. Higher visibility in searches (clients filter by 'Licensed').
Insured: Major barrier removed. Clients with insurance requirements now see you. Opens access to commercial work.
Verified Pro: You're featured. Highlighted in job board. Clients actively seek you out. Premium pricing justified.
Common Scenarios
Real team and verification situations
You need to hire a new foreman for a large project
Invite them to your team with 'Foreman' role. They immediately see the project and can create tasks. Document their insurance or employment status in your team notes. By the next project, they've helped you increase verification tier if they work on multiple jobs.
Your crew is logging time, but client disputes the labor hours
Pull the Time Tracking tab. Show client the hourly breakdown by person and task. Each entry has a timestamp. This level of transparency usually resolves disputes fast — client can see you spent the time, with whom, and on what.
You're at 'Unverified' tier; clients won't hire you
Upload your business license today (20 minutes). Admin approves in 2-3 days. Suddenly you're 'Basic Verified' — you can now bid on work orders. That first project gets you reviews, which unlock 'Licensed' tier and even more visibility.
You want to move from $50/hr labor to $75/hr labor on a mid-project invoice
Create a new team member or update roles to reflect the shift. When you invoice, specify labor by person/role: 'John (Foreman): 40 hrs @ $75/hr' vs. 'Mike (Labor): 20 hrs @ $50/hr.' Clients see the breakdown and understand the premium for experience.
A sub-contractor works one project, then leaves your team
Remove them from Team Settings. They lose access to future projects but all historical time/photos they logged remain in the project record. You still have proof they worked on that job.
What to Watch Out For
Common team and verification pitfalls
Not Uploading Verification Documents
The Problem
Staying at 'Unverified' tier blocks you from higher-value work. Clients see red flags if you're not verified.
The Fix
Spend 30 minutes uploading license, insurance, and any certifications. It's low-hanging fruit to unlock better opportunities.
Misclassifying Roles
The Problem
If you assign 'Labor' role to someone but they're actually doing skilled electrical work, you're not using the system properly. Clients don't see qualifications.
The Fix
Use specific roles: 'Electrician,' 'Plumber,' 'Carpenter,' etc. Make roles match actual work. Client sees 'Licensed Electrician led electrical phase' — that's trust-building.
Forgetting to Invite Team Members
The Problem
If you don't add a team member to the platform, their work is invisible. Time and photos aren't logged. You end up invoicing for work you can't document.
The Fix
Invite crew members before the project starts. Takes 1 minute per person. Then they can log time and contribute to the project record.
Ignoring Reviews and Tier Progress
The Problem
After your first 3 projects, you might have 5 reviews but didn't notice. You're still at 'Basic' tier when you could be 'Licensed' or 'Insured' — which clients prefer.
The Fix
Check your verification progress monthly. When you hit thresholds (2+ reviews, insurance verified, etc.), the platform alerts you. Act on it to level up.
Letting Team Members Clock In for Each Other
The Problem
If two workers share a login and log time under one name, hours are inflated/misattributed. Client disputes arise: 'Did John really work 80 hours this week?'
The Fix
Each team member gets their own login. They clock in under their own name. Accountability and clear invoicing result.
Get Your Team Started
Invite your first team member today. Then upload your verification documents and start climbing the tier ladder.