Entering Contractor Information on Permit and Planning Applications
The Contractor page in an intake form enables applicants to provide information about 1 or more licensed contractors who are performing the work for a permit or planning application.
Applicants who self-identify or are identified by agency staff as contractors (or their authorized agents) are required to select a contractor license. Applicants can search by license number, business, or owner to retrieve information about the license from the agency’s main contractor records, if the information already exists there. If the agency integrates with an external licensing body, the information can be retrieved from the licensing body’s records.
When applicants add the contractor license from the agency's contractor records, they select at least one contact person from a list of verified contractors associated with the license. Once the applicant selects Done for the license information, the selected contacts also appear in the Contacts section of the application. Contractor contact access to an application can be updated in the Contacts section.
Applicants who are not contractors or authorized agents, such as homeowners, can optionally add contractors to their applications. The same is true for agency staff who are applying on behalf of this type of applicant. Only system administrators can modify contractor information in an application.
If the agency's offerings include Business Licenses, agency staff only can see the business license or in-progress business license transactions associated with the contractor license in the Contractor grid during permit and planning application intake as well as in the application details after submission.
For more information, see Adding Licenses to an Application Form.
Working with Validations
Agencies may make a contractor license required for specific permit, planning, and business license application types, by turning on the switch to Require at least 1 contractor license in the application designer under the contractor properties for Contractor field group. When the agency activates the requirement, the applicant must provide a contractor license to submit the application. For more information about setting up this validation, see Using Predefined Field Groups. Applicants who self-identify or are identified by agency staff as contractors (or their authorized agents) are always required to select a contractor license.
Agencies sometimes add extra validations when you add contractors to make sure that contractor licenses meet permit requirements. The license requirements for a permit can include a specific license type, classifications, and insurance attributes. Validations can also check the license expiration date. Conditions applied to a contractor license may also apply restrictions to a transaction.