This article provides guidance on completing your contractor profile, including adding a digital signature and notifying the agency of your registration completion. Ensuring accurate profile information and a valid signature helps facilitate project assignments and proper system access.

After your registration is complete you will now need to contact the agency letting them know you have completed the registration so they can assign you to project{s). You can also access the profile by clicking My Organization from the Setup tab under Certified Reports.

1. From the Profile tab, complete all required fields as listed below. 
   • Enter your:

     • Organization Name: Enter the full legal name of your company as it appears on official documents.

     • Taxpayer ID: Provide your company’s Federal Taxpayer Identification Number (TIN or EIN).

     • State License Board Number: Enter the number issued by your state licensing authority (if applicable).

     • Workers’ Compensation Carrier Name and Number: Specify the name of your workers’ compensation insurance carrier and include the policy number.

   • Use the dropdown menus to select the following:

     • Business Structure: Choose the legal structure of your business (e.g., Corporation, LLC, Partnership, Sole Proprietorship).

     • Business Type: Select the general type or industry category that best represents your business.

   • The following fields are optional but strongly recommended to maintain a complete organizational record:

     • Date Founded: Enter the date your company was officially established.

     • State Employer Number: Enter your state-issued employer identification number.

     • Self-Insured Certificate Number: If your company is self-insured, include the certificate number.

     • Specialty License Number: Enter any specialty or trade-specific license numbers your company holds (e.g., electrical, HVAC, plumbing).

     • DUNS Number: Provide your Dun & Bradstreet identification number, if available.

     • DBA (Doing Business As): If your company operates under a trade name, enter it here.

     • Owner Ethnicity and Gender: Record the business owner’s demographic information if applicable or required for reporting purposes.

     • Business Trade Type: Specify your company’s trade or specialty area (e.g., Electrical, Plumbing, General Construction).

2. When finished, click the Addresses tab to enter your company’s physical and mailing addresses.

3. From the Addresses tab, complete all required fields as listed below. 
   • Enter your:

     • Address 1: Enter the primary street address of your business (e.g., 123 Main Street).

     • City: Type the city where your business is located.

     • ZIP Code: Enter the five-digit ZIP code (or ZIP+4 if applicable).

   • Use the dropdown menus to select the following:

     • Country: Select your company’s country of operation. This field determines the available states/provinces in the next dropdown.

     • State: Select the appropriate U.S. state, province, or territory where your business address is located. 

     • Active Address: Check this box to mark the address as your organization’s active or primary location. Note: At least one active address must be maintained in the system at all times.

   • The following fields are optional but strongly recommended to maintain a complete organizational record:

     • Address 2: Use this field for floor, suite, unit, or building numbers (e.g., Suite 200, Building B).

     • County: Select the county or parish from the dropdown list, if applicable. This is helpful for regional reporting or jurisdiction-based licensing. Note: Adding secondary address details helps ensure accurate delivery and verification of physical location.

   • Click Add Address and the address will display in the list below. 

   • If your organization operates from multiple locations—such as branch offices, warehouses, or mailing addresses—you can add more than one address.

     • Repeat this process for each additional address you need to include. You can add as many addresses as needed.

   • You can also manage existing addresses directly from the Addresses tab:

     • To edit an address: Click the pencil icon next to the address type. Update the necessary fields and save your changes.

     • To delete an address: Click the trash can icon next to the address type. Confirm deletion when prompted. Note: Deleting an address permanently removes it from the system. Use caution when removing active addresses.

4. When finished, click the Phone Numbers tab to continue entering your organization’s contact information.

5. From the Phone Numbers tab, 

   • Complete the following fields:

     • Phone Type (Dropdown): Select the type of phone number you are entering from the dropdown list (e.g., Office, Mobile, Fax, After Hours). Choosing the correct type helps categorize and prioritize contact information.

     • Phone Number: Enter the full phone number, including area code, using only numeric characters.

     • Extension: Enter the phone extension if applicable (e.g., for a direct line to a department or individual).

   • Click Add Phone to add the number to the list below. 

   • If your organization has multiple phone numbers for different contacts or purposes, repeat this process for each additional number.

     • You can add as many phone numbers as needed to fully represent your organization’s contact points.

   • You can also manage phone numbers directly from the Phone Numbers tab:

     • To edit a phone number: Click the pencil icon next to the number you want to update. Make the necessary changes and save your edits.

     • To delete a phone number: Click the trash can icon next to the number you want to remove. Confirm the deletion when prompted. Note: Be careful when deleting phone numbers, especially primary contact numbers, as this information is used for official communications.

6. When finished, click the Email Addresses tab to continue entering your organization’s email contact information.

7. From the Email Addresses tab, 

   • Complete the following fields:

     • Email Address Type (Dropdown): Select the type of email address you are entering from the dropdown list (e.g., Office, Personal, Support, Billing). Choosing the correct type helps categorize and prioritize your organization’s email contacts.

     • Email Address: Enter the full email address (e.g., name@company.com). Ensure it is formatted correctly and free of typos.

   • Click Add Email to save the address and add it to the list displayed below the entry fields.

   • If your points of contact have multiple email addresses for different purposes (e.g., billing, support, general inquiries), repeat this process for each additional email.

     • You can add as many email addresses as needed to fully represent your organization’s contact points. Note: Organizing email addresses by type ensures that internal and external users can reach the appropriate contact quickly and efficiently.

   • You can also manage existing email addresses directly from the Email Addresses tab:

     • To edit an email address: Click the pencil icon next to the email you want to update. Make the necessary changes and save your edits.

     • To delete an email address: Click the trash can icon next to the email you want to remove. Confirm the deletion when prompted. Note: Be cautious when deleting email addresses, especially primary contact emails, as this information is used for official communications and notifications.

8. When finished, click the Contacts tab.

9. From the Contacts tab, click Add Person.

• Complete the following fields:

  • Under the Person section:

    • Contact Type (Dropdown): Select the type of contact (e.g., Primary, Billing, Technical).

    • Salutation: Enter the appropriate salutation (e.g., Mr., Ms., Dr.).

    • Title: Enter the contact’s job title (e.g., CEO, Operations Manager).

    • First Name: Enter the contact’s first name.

    • Middle Initial: Enter the contact’s middle initial (optional).

    • Last Name: Enter the contact’s last name.

    • Suffix: Enter any applicable suffix (e.g., Jr., Sr., III).

    • Email: Enter the contact’s email address in the correct format (e.g., name@company.com).

  • Under the Phones section:

    • Select the Phone Type from the dropdown (e.g., Office, Mobile, Fax).

    • Enter the Phone Number and, if applicable, the Extension.

  • Click Add Phone to save the phone number to the contact record. Note: You can add multiple phone numbers for each contact to ensure all relevant lines of communication are captured.

  • Under the Address section:

    • Enter Address 1 and Address 2 (if applicable for suite, floor, or building numbers).

    • Enter the City, select the State from the dropdown, and enter the ZIP Code.

    • Select the Country and County from their respective dropdowns.

  • Click Add Contact to save the full contact record, including phone and address details Note: Multiple addresses can be added for contacts with different locations or offices.

• You can also edit or remove contacts directly from the Contacts tab:

  • To edit a contact: Click the pencil icon next to the contact’s name. Update the necessary fields and save your changes.

  • To delete a contact: Click the trash can icon next to the contact’s name. Confirm the deletion when prompted.

10. When finished, click the Agencies tab to continue.

11. From the Agencies tab, 

    • Enter the Agency Code in the designated field and click Add Agency Code.

    • The code will appear in the Agency Code section. The corresponding Full Name Agency and Short Name Agency will also be displayed under Agencies.

    • To remove an agency, click the provided hyperlink to contact Technical Support for assistance.

12. When finished, click the Certification Info tab.

12. Lastly, from the Certification Info tab, 

    • If your organization holds any certifications, check the box next to the applicable Certification Type.

    • Select the Agency that issued the certification from the Certifying Entity dropdown list.

    • Enter the Certification Date in the Valid From Date column.

    • Enter the Certification Expiration date in the Valid To Date column.

    • Choose the Certification Status from the dropdown (e.g., Certified or Pending).

13. When finished, click the Save Changes.

Adding a Signature

1. From the Getting Started section of the dashboard, click Click Here next to Step 3 Signature Added

2. Complete all tabs within the Contractor Profile section.

3. For detailed guidance on each field and requirement, refer to [Completing the Contractor Profile].

4. Once all required information has been entered, click Save & Complete Registration. 
5. You can also navigate to the left navigation menu and select the Setup tab. 

6. Scroll to the Account Settings section and click My Profile.

7. In the My Profile section, enter accurate contact and account information for the individual whose signature will be uploaded. Click Add Phone.
8. Scroll to bottom of the page to upload an image of your digital signature. Select Upload new signature and choose a the image file of your signature. Note: Accepted file formats: .jpg, .jpeg, .gif or .bmp. 

9. Click Save Changes to finalize your profile setup.

After completing registration, it is important to confirm your registration with the agency so you can be assigned to projects. This article explains how to update and complete your contractor profile, enter accurate contact and account information, and upload a digital signature. Maintaining up-to-date and accurate profile information ensures compliance, enables efficient project assignment, and keeps your account ready for system use.

If you still require additional assistance, close this tab and return back to the system and submit a support ticket.