Construction Project Management System - Subcontractor Account Setup Form

Managing subcontractor access to your construction project management system doesn't have to be complicated. This Subcontractor Account Setup Form helps construction companies, general contractors, and project managers quickly onboard new subcontractors while ensuring all required documentation and access permissions are properly configured from day one.

Built specifically for the construction industry, this form streamlines the entire account provisioning process by collecting essential business information, assigning the right project access, configuring timesheet submission permissions, and securing insurance certificates and compliance documents—all before the first day on site.

Why construction teams choose Paperform for subcontractor onboarding

With Paperform's intuitive form builder, you can customize this template to match your company's specific project management platform, safety requirements, and documentation standards. The conditional logic adapts the form based on trade specialty and project assignments, while file upload fields ensure you receive current insurance certificates, licenses, and W-9 forms without endless email follow-ups.

Once submitted, use Stepper (stepper.io) to automatically create accounts in your project management software, send welcome emails with login credentials, notify project managers of new subcontractor assignments, and file documents in the correct folders—turning a multi-day manual process into an automated workflow that completes in minutes.

For teams managing multiple projects or client accounts, this form integrates seamlessly with popular construction management platforms, document repositories, and communication tools, ensuring your subcontractor data flows exactly where it needs to go. Whether you're running commercial builds, residential developments, or specialty trades, this template adapts to your workflow while maintaining the professional, compliant onboarding process your projects demand.