Entering Contractor Information

Applicants or contractors add contractor licenses to a business license application or contractor registration, depending on the intake form design. After contractor license information has been collected, it's processed and added to the transaction details, agency-maintained list of approved contractors, and business licenses.

The application requires at least 1 contractor license on the application, depending on the agency configuration of the Contractor field group in the intake form designer. For more information about setting up this validation, see Using Predefined Field Groups. Applications using the Contractor Registration subclassification always require a contractor license.

Contractors on business license applications can select more than 1 contractor contact, and for each contact indicate whether each contact is the license holder or an authorized agent.

Contractors can add new contacts or select contacts from a list when filling out contractor licenses on applications. When filling out contractor licenses on applications, contractors can enter the contractor license, and if it already exists in the agency's system, the information is retrieved automatically. However, the agency may require contractors to select licenses from the agency's list of approved contractors instead.

To add a contractor associated with a business license transaction or contractor registration, the contractor fills out and submits the agency's intake form as described here. The form can be the origination application or registration, or a renewal or amendment, depending on the agency setup.

1. Click Add Contractor.

2. Depending on the agency setup for the business license type, you may be required to select a contractor license from the agency's approved contractor license list. If that's the case, click Select and choose a contractor license. For more information about selecting a contractor license from the agency's list of approved contractors, see Working with Contractors and Agents in Applications.

3. Your agency may require you to manually enter contractor license information. This is only available for business license applications or contractor registration. In that case, you are required to enter information for 1 contractor license at least. Depending on the agency setup, the form may allow you to enter more than 1 contractor license.

   If you enter a license and it matches license information in the agency's list of approved contractors, the information is brought into the application.

   Fill out these fields for completing contractor registration or a business license application on the Contractor page:

   Note: The workers' compensation insurance policies must be unique by insurance type and policy number, and bonds must be unique by policy number when added for a license. Classification values must also be unique.

   Section Name	Description
   License	Search the approved contractor list by providing the license number and clicking the Get Details button. License Number: Indicates the license number. If you have an authorized license with the agency, the license information will appear in the form. If the license number is not found, provide your license number to register the license with the agency. If you are applying for a contractor license with the agency, leave the license number blank. Issue Date: Enter the date on which the license was issued. Expire Date: Enter the date on which the license expires.
   Contractor	Select the type of contractor. License Type: From the drop-down list, you can select the type of license. Note: Your agency sets up license types on the License Types tab of the Contractor Setup Options Details page. If you have enabled the integration to an external site on the Contractor Setup Options Details page, the agency must add a row with the value of LICENSE. For more information, see Setting Up Contractor License Options.
   Business	Provide the business information in this section. If you're selecting a contractor license from the agency's list of approved contractors, the business name, address, and ownership type are automatically entered for you. If you're registering your license with the agency and it doesn't exist in the agency's contractor list yet, then the information in the Business section is picked up from the business details page; you can modify it here. Business Name: Indicates the business name. Owner Name: Indicates the owner's name. Ownership Type: From the drop-down list, you can select the type of ownership. Note: Your agency sets up ownership types on the Ownership Types tab of the Contractor Setup Options Details page. Country: Indicates the country. Postal Code: The postal code of the location. Address Line 1: The first line of the location's address. Address Line 2: The second line of the location's address. Phone: Indicates the phone number. Ext: The phone extension number. Email: Indicates the email address.
   Classifications	View the classifications details. Code: From the drop-down list, you can select the classification code. Note: Your agency sets up classifications on the Classifications tab of the Contractor Setup Options Details page.
   Contractor Bond	Provide a contractor bond or assigned savings account of the contractor. Company Name: Indicates the company name. Policy Number: Indicates the policy number. Amount: Indicates the bond amount. Effective Date: Enter the effective date of the contractor bond. Cancellation Date: Enter the cancellation date of the contractor bond.
   Other Bonds	Enter the details of other bonds. Qualifier Name: Indicates the qualifier name. Company Name: Indicates the company name. Policy Number: Indicates the policy number. Amount: Indicates the bond amount. Effective Date: Enter the effective date of other bonds. Cancellation Date: Enter the cancellation of other bonds.
   Workers' Compensation	Enter the workers' compensation details. Insurance Type: From the drop-down list, you can select the type of insurance. Note: Your agency sets up insurance types on the Insurance Types tab of the Contractor Setup Options Details page.
   Contact Persons	Provide the list of authorized contacts for the contractor license. The applicant is automatically copied as a contact for the contractor license. Indicate whether the contact is the license holder or an authorized agent. Select the contact type. Enter the name, business, and title of the contact person. Enter the contact information, including address, phone, and email address.

4. Click Done to save and close the contractor details or click Cancel to discard the changes.

After the business license or contractor registration is submitted, the agency staff manually reviews the application, completes the workflow, and approves the contractor license. When the business license or contractor registration is complete, the contractor’s license and authorized contact information is added to the agency's contractor license list.

Note: Applicants can't delete the license they added as part of the requirements for the application; only administrators can delete the license after the application is submitted. Inactivating contacts, deleting contacts, or deleting contractor licenses on the contractor registration or a contractor's business license don't update the agency-maintained contractor license list.

The contractor licenses that have been submitted through contractor registration with the agency can be maintained along with business licenses, utilizing the expiration, renewal, and amendment processes.

On the Contractor page in the transaction and business license details, you’ll see the information for the license you just added in the license grid, including the contractor’s business name and contact information, the license type, and the dates when the license is valid.

A condition icon next to the license in the grid indicates that at least one condition is applied to the contractor license. The icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied.

Caution: You may not be able to submit the application when contractor validations fail on the transaction or a condition is applied to the contractor license, depending on how the agency sets up the license validations and conditions, respectively.