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    CredPacket
    For homeowners, GCs, HOAs & property managers

    Why clients choose contractors who send a CredPacket.

    Hiring a contractor is a trust decision made with incomplete information. A CredPacket is how a contractor hands you the complete picture — insurance, licenses, and certifications, organized and dated — before you have to ask for any of it.

    What you're looking at

    A CredPacket is a single, dated bundle of everything that proves a contractor is legitimate: their Certificate of Insurance, workers' compensation coverage, state and municipal licenses, W-9, and trade certifications. It arrives as one branded PDF with a cover page, plus a short link you can reopen at any time. You don't need an account and there's nothing to install.

    The reason it matters isn't the paperwork — it's what the paperwork tells you. A contractor who can produce all of it in two minutes is a contractor who runs an organized business. The one who can't is the one whose crew shows up late and whose invoices don't match the estimate.

    The six questions

    What to check before you hire.

    A CredPacket answers all six on one cover page. Use this list even if the contractor sends something else.

    1
    Is their insurance actually active today?

    A certificate from last year proves nothing. Every document in a CredPacket carries its expiration date, and the contractor is reminded before it lapses — so what you receive is current.

    2
    Are you named as the certificate holder?

    Generic certificates don't tie coverage to your project. A CredPacket includes what's on file immediately and triggers a request to the contractor's broker for a certificate naming you specifically.

    3
    Do they carry workers' compensation?

    If an uninsured worker is hurt on your property, that exposure can land on you. Workers' comp appears as its own line item — present or absent, no guessing.

    4
    Are they licensed for this work, in this jurisdiction?

    State contractor license, municipal or county license, and trade-specific credentials are grouped together and labeled, not buried in a stack of PDFs.

    5
    Can they prove crew training?

    OSHA 10/30, EPA 608, CPR/First Aid, backflow, pesticide applicator — whatever the trade requires shows up as a certification with a date.

    6
    Will you have to ask twice?

    Everything arrives in one branded PDF plus a live link you can re-open any time. Nothing to chase, nothing to file.

    Red flags
    Signals worth a second conversation
    A photo of a certificate, cropped so the dates aren't visible
    "I'll have my agent send it over" — and then nothing arrives
    A certificate with no certificate holder named, or the wrong one
    Coverage that expires before your project is scheduled to finish
    No workers' comp, with a promise that "everyone's a subcontractor"
    Documents that arrive one at a time, days apart

    Are you the contractor reading this?

    Send this page to your clients — then be the one who sends the packet before they ask. CredPacket organizes your COI, licenses, W-9, and certifications, tracks every expiration, and lets anyone on your team send a professional packet in seconds.

    Be the easy contractor to approve.

    Upload once. Send in seconds. Never miss a renewal.

    See how it works

    CredPacket is a document-management and reminder tool. It is not insurance, legal, or compliance advice, and it does not verify coverage on behalf of any party.