Preferred Contractor Network • Guided Setup & 60% Fast-Track Completion

Contractor & Vendor Welcome Portal

No-Stress Paperwork Promise: Real-time checks are only here to help and will never lock out a real contractor—if a file is with your insurance agent, on another computer, or in a messy folder, just check "I'll send this later" or drop whatever you have in Step 20: Extra File Drop Box at the bottom of the page.

Required Paperwork Checklist

Required Upload Checklist

1. Certificate of Insurance (Step 15): Min. $1,000,000 per occurrence / $2,000,000 aggregate GL + Pacific Honey LLC named as Additional Insured.
2. Workers' Compensation (Step 16): Statutory coverage proof, state exemption certificate, or verified on ACORD 25 COI.
3. State Trade License (Step 9): Active Master Trade or Specialty Contractor License (Auto-exempted if strictly Categories 8–9).
4. IRS Form W-9 (Step 18): Completed & signed W-9 for administrative & 1099-NEC tax reporting.
5. Conditional GC Addendum (Step 6): Currently Exempt / N/A for Specialty Trades (Expands right on Step 6 if applying as a General Contractor).

Auto-Save Active

Step 1 of 22 1 Box or Field = 100% Section Complete

Step 1 of 22: Your Company Name

Type your official business name below (or your own full name if you work for yourself). Checking even a single box on any page marks that entire section 100% complete.

Step 1 of 22 • Check Any 1 Box on a Page for 100% Section Credit (Only 60% Overall Needed) 5% Through Steps (Step 1 of 22)

Step 1 of 22 • Official Business Identity

Your Company Name & Trade Name (DBA)

Section 1 of 22

Quick Tip: If you work as an independent sole proprietor without an LLC, just enter your full legal name as your Business Name. Takes ~20 seconds

Business Legal Name (Company Name) * Required

We automatically fill this into your 5 vendor agreements and your W-9 tax form so you only have to type it once.

DBA / Trade Name (If Applicable) Optional

If your business uses a shorter trade name or nickname on your trucks, type it here (otherwise leave it blank).

Don't have your DBA trade name filing certificate on this device? Check here to continue onboarding now and provide your DBA registration copy (if applicable) prior to your first project dispatch (or drop it in Step 20).

Step 1 of 22 • Universal 22-Step Profile Build

Step 2 of 22 • Main Contact Person

Your Name & Job Title

Who is the main owner or manager we should ask for when we call?

Step 02 of 22

Owner / Principal Contact Name * Required

Principal Title / Role * Recommended

Don't have your qualifier card or formal corporate title on this device? Check here to continue onboarding now and provide your qualifier card prior to your first project dispatch (or drop it in Step 20).

Step 3 of 22 • How We Reach You

Your Best Phone Number & Email

Enter a real 10-digit phone number and email where we can send you job offers.

Step 03 of 22

Business Phone Number (Numerical Formatting) * 10-Digit NANP

We use this phone number to call or text you when a new project comes in.

Business Email Address * RFC Email Check

We send project details, estimate requests, and payment updates to this email.

Don't have your secondary after-hours dispatch phone sheet on this device? Check here to continue onboarding now and provide any additional dispatch contact numbers prior to your first project dispatch (or drop it in Step 20).

Step 4 of 22 • Where You Are Based

Your Business Mailing or Shop Address

Enter your street address, city, 2-letter state (like GA), and 5-digit ZIP code.

Step 04 of 22

Physical Business Street Address * Required

City * Required

State * USPS ✓

Zip Code * 5-Digit

Don't have your commercial yard or secondary warehouse address on this device? Check here to continue onboarding now and provide any additional shop address details prior to your first project dispatch (or drop it in Step 20).

Step 5 of 22 • Online Profile (Optional)

Your Website or Work Photos Link

Have a website, Facebook page, or photo gallery? Paste it here—or check the green box if you don't have one.

Step 05 of 22

Website / Portfolio Link (URL, Social Page, or Project Gallery — Optional) Optional URL

Don't have your website link or project portfolio on this device? Check here to continue onboarding now and provide your portfolio or project photos prior to your first project dispatch (or drop it in Step 20).

Step 6 of 22 • Simple Yes or No Question

Are You Applying as a General Contractor (GC)?

Just pick No (if you do specialized trade, repair, or property work) or Yes (if you are a licensed General Contractor).

Selected: No (Standard Trade Contractor)

Step 7 of 22 • Trade Classification (1 of 9 Categories)

Pick Your Main Trade & Check Any Other Work You Do

Select your #1 trade from the dropdown below and check any additional trade categories your crew handles (checking even 1 box marks this section 100% complete!).

0 Trade Categories Selected

Step 8 of 22 • License Details

Your State Trade License Info

Enter your state license number and expiration date—or check the green box if your card isn't on this device.

Strict Licensed Trade Tracking Active

State Trade License # * Required

Issuing State * 50-State ✓

License Classification * Required

Expiration Date * Future Date

Don't have your license wallet card or exact expiration date on this device? Check here to continue onboarding now and provide your license copy prior to your first project dispatch (or drop it in Step 20).

Step 9 of 22 • License File Upload

Upload a Photo or PDF of Your Trade License

Attach a photo or PDF of your license here—or check the green box to send it before your first job.

Step 9 of 22

Document Upload • State Trade License Awaiting File

Attach Active State Trade License or Municipal Contractor Credential

Upload a copy of your active Master Trade License, Specialty Contractor License, or State General Contractor License right here alongside your license details (automatically exempted if applying exclusively for Categories 8–9).

Upload Active State Trade License Copy *

Don't have your license card on this device? Check here to continue onboarding now and provide your license copy prior to your first project dispatch (or drop it in Step 20).

Step 10 of 22 • Service Radius, Multi-State & National Footprint

What Is Your Standard Service Radius & Operational Footprint?

Tell us your home base ZIP code, travel radius, and whether you operate locally, statewide, across multiple states, nationally, or from multiple office locations.

Step 10 of 22 • Service Footprint

2A. Primary Headquarters / Base ZIP Code

Primary 5-digit ZIP code for your main headquarters or dispatch yard.

2B. What is your standard service radius & geographic reach? *

Accounts for local mobile crews, statewide contractors, multi-state regional firms, multi-branch operators, and national vendors.

2C. Geographic Scale & Multi-Location Capabilities

Check All Operational Footprint Models That Apply to Your Business

Checking Any 1 Box = 100% Section Credit ✓

Local / Metro Service Radius Crews travel within our selected mileage radius from our main shop/office ZIP code.

Statewide Operations Equipped and licensed to mobilize for projects anywhere across our home state.

Operate in Multiple States We hold licenses or dispatch crews across 2 or more states / regional markets.

Multiple Offices Across States We maintain multiple offices, branches, or dispatch yards across different states.

Operate Nationally (Coast-to-Coast / All 50 US States) National trade partner, commercial/residential roll-out contractor, or nationwide service network capable of dispatching across the United States.

2D. Multi-State, National & Branch Office Footprint

States Covered & Additional Office / Branch Locations (If Applicable)

Number of Office / Branch / Yard Locations

State(s) Where You Operate (Or "National / All 50 States")

Multiple Office / Branch Locations Across States (Optional)

If you have multiple offices or dispatch yards across different states, list the cities/states or ZIP codes here.

Combined Service Footprint Summary (Auto-Built)

Automatically combines your radius, states, and multi-office footprint for Make.com dispatch routing.

Don't have your complete multi-state branch office or satellite yard list on this device? Check here to mark this section 100% complete now and provide additional office locations prior to your first project dispatch.

Step 11 of 22 • Service Area (Part 3)

Cities or Neighborhoods You Work In

Type any cities or neighborhoods you like working in—or check the green box to skip for now.

Step 11 of 22

Cities, Towns, or Neighborhoods You Work In (Optional) Optional City List

Type any cities, towns, or neighborhoods you love working in (separated by commas).

Don't have your complete target city & neighborhood list on this device? Check here to continue onboarding now and provide your target cities list prior to your first project dispatch (or drop it in Step 20).

Step 12 of 22 • Urgent & Weekend Work

Do You Take Emergency or After-Hours Jobs?

Let us know if we can call you for urgent weekend or evening repairs.

Step 12 of 22

4. Fast-Action Emergency Repair Workflow Integration Do you offer emergency / after-hours dispatch services (e.g., weekend water leaks, electrical failure)?

$750 Fast-Action Dispatch Eligible

Don't have your after-hours on-call technician roster on this device? Check here to continue onboarding now and provide your emergency dispatch roster prior to your first project dispatch (or drop it in Step 20).

Step 13 of 22 • Team & Project Size

Your Crew Size & Minimum Job Size

Tell us how many people are on your crew and the smallest job budget you normally accept.

Step 13 of 22

5. Crew Size & Scalability Capacity What is your current active crew size?

Helps us match small repairs to solo pros and bigger jobs to larger crews.

6. Preferred Project Scale / Minimum Budget What is your typical minimum project contract size?

So we don't bother you with jobs that are too small for your business.

Don't have your seasonal crew & equipment schedule on this device? Check here to continue onboarding now and provide your updated crew schedule prior to your first project dispatch (or drop it in Step 20).

Step 14 of 22 • General Liability Insurance

Your General Liability Insurance Info

Enter the name of your insurance company and when your policy expires (or check the green box if you don't have it handy).

Awaiting COI File

Verified GL Coverage Limits *

Insurance Carrier Name * Required

GL Policy Expiration Date * Future Date

Don't have your GL insurance declaration page on this device? Check here to continue onboarding now and provide your COI policy details prior to your first project dispatch (or drop it in Step 20).

Step 15 of 22 • Insurance File Upload

Upload Your Certificate of Insurance (COI)

Upload your COI paper here—or check the green box to have your insurance agent send it before your first job.

Step 15 of 22

Document Upload • Certificate of Insurance (COI)

Attach Official ACORD 25 Certificate of Insurance (COI)

Must verify active General Liability coverage (minimum $1,000,000 per occurrence / $2,000,000 aggregate) and explicitly list Pacific Honey LLC as an Additional Insured.

Upload Official ACORD 25 COI PDF / Image *

Mandatory COI & Additional Insured Verification: I verify that our Commercial General Liability policy maintains at least $1,000,000 per occurrence / $2,000,000 aggregate coverage and explicitly names Pacific Honey LLC as an Additional Insured (via policy endorsement or blanket additional insured provision), and that we will maintain active policies throughout the duration of any coordinated project.

Don't have your ACORD 25 COI PDF or Additional Insured endorsement on this device? Check here to continue onboarding now and provide your COI copy prior to your first project dispatch (or drop it in Step 20).

Step 16 of 22 • Workers' Comp or Exemption

Upload Your Workers' Comp or Exemption Paper

Attach your Workers' Comp page or state exemption card—or check the green box to send it before your first job.

Awaiting WC File

Workers' Compensation Compliance Status *

Document Upload • Workers' Compensation

Attach Workers' Compensation Policy Dec or State Exemption Certificate

Upload proof of active statutory Workers' Compensation insurance or an official state-approved Workers' Compensation Exemption Certificate.

Upload WC Proof / State Exemption Certificate *

Single-Certificate Convenience: Check here if your statutory Workers' Compensation policy is already listed on your uploaded ACORD 25 COI (Step 15) so you don't have to upload the same PDF twice.

Don't have your Workers' Comp policy or state exemption certificate on this device? Check here to continue onboarding now and provide your Workers' Comp or exemption copy prior to your first project dispatch (or drop it in Step 20).

Step 17 of 22 • Tax Type & Payouts

How Is Your Business Taxed & Paid?

Pick your business type (like LLC or Sole Proprietor) and how you prefer to get paid (Direct Deposit/ACH or Check).

Awaiting W-9 File

Entity Structure & W-9 Tax Classification * 1099-NEC / W-9

Must match Line 3 federal tax classification on your attached IRS Form W-9.

7. Direct Payment & Invoicing Preferences Do you accept direct ACH / Electronic payments, or require check/wire processing?

Aligns accounting and draw disbursement expectations before a project starts.

Don't have your accountant's tax classification letter on this device? Check here to continue onboarding now and provide your tax classification confirmation prior to your first project dispatch (or drop it in Step 20).

Step 18 of 22 • W-9 File Upload

Upload Your Signed IRS Form W-9

Attach your signed W-9 tax form here—or check the green box to send it before your first job.

Step 18 of 22

Document Upload • IRS Form W-9

Attach Completed & Signed IRS Form W-9

Upload your completed and signed IRS Form W-9 (Request for Taxpayer Identification Number and Certification) right here alongside your tax classification and payment preferences.

Upload Signed IRS Form W-9 PDF / Image *

Don't have your signed IRS Form W-9 on this device? Check here to continue onboarding now and provide your signed W-9 copy prior to your first project dispatch (or drop it in Step 20).

Step 19 of 22 • Complete Verbatim Manual Forms Packet

Complete Verbatim Manual Compliance Forms (Live-Populated)

Every clause, checklist item, and signature block from Pacific Honey LLC's 5 official manual documents—auto-filled with your entries

Review your live-populated manual onboarding forms below. Every highlighted field (Live Token) updates automatically as you type in your profile, licensing, insurance, and signature steps. Any form that does not apply to your contractor tier (such as Document #5 for non-GCs) is clearly badged as EXEMPT / NOT APPLICABLE.

Don't have a printer to print paper copies right now? Check here to mark this section 100% complete and execute all applicable forms digitally right in the portal.

Step 20 of 22 • Extra File Drop Box

Extra File Drop Box (Drop Any Other Papers Here)

Have unsorted files or a combined PDF packet? Drop them here—or check the green box to keep going.

0 of 4 Main Files Attached Catch-All Safeguard Active ✓

Extra File Drop Box (Optional — For Any Additional Papers)

Already attached your files in the earlier steps (or checked the green boxes to send them before your first job)? You're all set—just click Continue! Or, if you have extra files or a combined PDF packet, drop them right here.

Select Multiple / Bundled Files at Once

Paperwork on Another Device or With Your Broker? Check here to mark any unattached files as "Sending Later / Broker Follow-Up Prior to First Dispatch" so you can complete your onboarding today without delay.

Pending Document / Exception Override Status (Optional)

Extra Upload Slot A Optional

Uncaptured / Bundled File #1

Umbrella policy, surety bond, bundled compliance PDF, EPA/OSHA card, or rate sheet.

Extra Upload Slot B Optional

Uncaptured / Secondary File #2

Secondary state/municipal trade license, reciprocity card, blanket endorsement, or portfolio.

Extra Upload Slot C Optional

Uncaptured / Supporting File #3

Subcontractor roster, equipment schedule, references, or multi-document ZIP archive.

Don't have your extra supporting or bundled files on this device? Check here to continue onboarding now and provide any remaining files prior to your first project dispatch (or drop it in Step 20).

Step 21 of 22 • Anything Else? (Optional)

Anything Else You Want Us to Know?

Type any helpful notes about your business, special tools, or paperwork—or leave it blank and continue.

Step 21 of 22

Supplementary Notes, Audit Clarifications & Operational Capabilities (Optional) Open Context Field

Don't have your additional project notes or rate sheets on this device? Check here to continue onboarding now and provide any extra notes or rate sheets prior to your first project dispatch (or drop it in Step 20).

Step 22 of 22 • Final Step — Complete Checkbox & Signature Execution

Final Check, All 5 Vendor Form Checkboxes, Signatures & Send

Verify your 5-form compliance checkboxes, complete your electronic signature block, and click the gold button to submit! (Only 60% overall completion required).

Complete 5-Document Checkbox Verification

All Required Attachment & Agreement Checkboxes Across Our 5 Official Forms

Checking Any 1 Box = 100% Section Credit ✓

Document 1: Vendor Onboarding & Compliance Cover Sheet — Required Attachment Checkboxes

1. Certificate of Insurance (COI): Active General Liability ($1,000,000 per occurrence / $2,000,000 aggregate), Pacific Honey LLC explicitly listed as Additional Insured, and statutory Workers' Compensation (or state exemption). 2. State Trade License: Copy of active Master Trade License or Specialty Contractor License issued by the state or municipal licensing board (where required for your trade). 3. IRS Form W-9: Completed and signed IRS Form W-9 for administrative accounting and 1099-NEC tax reporting purposes.

Documents 1–5: Master Agreement & Permitting Compliance Acknowledgements * 1. Ongoing Permitting, Inspection & Code Compliance Mandate (Cover Sheet, Form 1, Form 2 & Short-Form Rider): I acknowledge receipt of the Vendor Onboarding & Compliance Cover Sheet and execute Form 1 (Vendor Credential & Insurance Verification Form), Form 2 (Permitting & Regulatory Responsibility Acknowledgement), and the Short-Form Vendor Credential & Permitting Compliance Rider. I confirm that our license and insurance information is accurate, agree to keep all trade licenses and insurance policies active and in good standing throughout any coordinated project, and confirm that Pacific Honey LLC acts solely as an administrative Owner’s Representative / Project Concierge and does not hold a General Contractor or master trade license to pull permits or supervise technical trade methods. Contractor is solely responsible for pulling, paying for, and displaying all address-specific municipal building, plumbing, electrical, HVAC, or structural permits prior to beginning work, scheduling/attending/passing all city/county trade inspections, delivering copies of final inspection sign-off sheets upon job completion, and assuming full liability for any municipal fines, stop-work orders, or remedial costs. 2. Preferred Vendor Agreement, B2B Referral/Sourcing Fee (8%–10%), 12-Month Non-Solicitation & 1-Year Warranty ( Plus GC Agreement if Applying as GC): I execute the Preferred Vendor & Non-Solicitation Agreement (and, if applying under Option A as a General Contractor, the General Contractor Sourcing & Coordination Agreement). Contractor contracts directly with the Property Owner (or with Pacific Honey LLC solely as disclosed administrative agent) and retains 100% independent control over all construction means, methods, tools, site safety, sequencing, and physical labor execution; agrees that Pacific Honey LLC serves as primary administrative coordinator; agrees to provide clear written estimates prior to work and remit the agreed-upon B2B Vendor Referral / Sourcing Fee (typically 8%–10% of the gross collected project invoice, or as specified per project dispatch); agrees not to circumvent Representative, solicit side agreements, or directly bill introduced Clients during an active project and for twelve (12) months following project completion; warrants all labor and materials for at least one (1) year from completion (or matching manufacturer warranties, whichever is longer); and agrees to indemnify, defend, and hold harmless Pacific Honey LLC and the Property Owner from any claims, damages, code violations, injuries, or mechanic's liens.

Pre-Submit Integrity & 60% Completion Readiness Check

Checking even 1 box on any page counts as 100% completion for that section. Only 60% overall completion is required to submit.

Checking Application...

60%+ Profile Completion Met

Real Business & Contact Name

Valid Phone, Email & Address

Trade Category Selected

Files Attached (or 'Sending Later')

Agreements Checked & Signed

Don't have all of your compliance certificates or license cards on this device right now? Check here to mark any remaining items as "Providing Prior to First Job" and boost your completion readiness immediately!

Authorized Electronic Signature, Initials, Printed Name, Title, Company Name & Date (Executes All 5 Forms)

Populates every signature request across the Cover Sheet, Forms 1 & 2, Short-Form Rider, Preferred Vendor Agreement, and GC Sourcing Agreement.

Type Name to Sign

Authorized Vendor / Trade / GC Signature *

Initials (Short Form) *

Printed Name & Title (Forms 1, 2, 4 & 5) *

Date * Valid ✓

Company / Trade Name (Cover Sheet & Short Form)

Printed Name & Title Split (Cover Sheet & Form 2)

Representative Signature (Pacific Honey LLC — Forms 4 & 5)

Mandatory Legal & Liability Disclaimer — Owner’s Representative Governance Binding Notice

Pacific Honey LLC operates strictly as the property owner's administrative advocate, project coordinator, and Owner’s Representative—never performing hands-on trade labor or pulling municipal permits directly. Independent contractors maintain sole and absolute responsibility for active state licensing, commercial bonding, liability insurance coverage, pulling municipal permits prior to beginning work, scheduling municipal inspections, and ensuring a lien-free property. Pacific Honey LLC assumes zero liability for contractor misrepresentation, unpermitted work, code violations, or subcontractor disputes.

Step 1 of 22 (Universal Profile)

Step 1 of 22: Your Company Name & Trade Name (DBA)

Click any step pill below to jump directly to that section, or switch between Guided Funnel and Full Long-Form View.