Describe who can apply and what reviewers need. Makeform creates a contractor application form for experience, service areas, licenses, coverage, references, safety information, and availability.
Route applications to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor the review details, or send it to the Makeform builder.
Audience
Construction firms building a qualified trade-partner list
Format
Multi-section application with document uploads
Prompt size
299 chars
Example form structure
Multi-section application with document uploads
Company, contact, and service area
Trades and project-size range
Licenses and expiration dates
Recent projects and references
Supporting documents
Suggested routing tags
Ready for review
Documents needed
Approved vendors
Capture license and insurance expiration dates as fields, not only inside uploads.
Step 1
Apply
contractor submits qualifications and documents
Step 2
Screen
reviewer checks fit, dates, and missing items
Step 3
Verify
team follows up on references and requirements
Step 4
Route
qualified applicants move to onboarding
A cleaner intake queue
A structured form keeps answers and uploads together, giving every reviewer the same record.
Require the same trades, locations, experience, capacity, and project-history fields from every applicant, while conditional questions capture category-specific details.
Collect licenses, insurance certificates, resumes, pricing sheets, and work samples with the application instead of matching later email attachments to a company name.
Tag incomplete applications, notify the right trade reviewer, and send structured submission data to the workspace your team already uses.
Applications for different contractor models
A trade contractor, individual specialist, and facilities vendor should not receive identical questions. Generate the closest workflow, then edit the details.
Capture trades, crew capacity, project range, service territory, licenses, safety information, and comparable jobs.
Ask about skills, portfolio links, rates, equipment, schedule, travel radius, and references in a compact application.
Organize coverage, bonding information, document dates, workforce, backlog, and reviewer-supplied safety criteria.
Route plumbers, electricians, cleaners, and emergency providers by service category, region, and dispatch availability.
Build the application
Turn your existing review questions into one reusable intake.
Name the contractor types, regions, minimum qualifications, required documents, and people who review each application.
Add your trade list and use conditional sections for license classes, equipment, capacity, or portfolio questions that only apply to selected services.
Send a new-submission notice to the appropriate estimator, vendor manager, or regional team and include the application in a shared tracking flow.
Share one link with applicants, check structured answers and uploads together, then request missing or updated information through your normal process.
Form vs email vs static file
The application method affects how much cleanup reviewers must do before they can evaluate experience, capacity, and documents.
Field guide
Capture who the applicant is, what work fits, whether requirements are met, and when capacity is available.
Business profile
Capture the business name, structure, address, website, and years operating. Separate contacts when different teams need them.
Services & territory
Use a service list reviewers can filter, followed by territory, project size, crew count, equipment, and specialized capabilities.
Licenses & coverage
Record license type, number, jurisdiction, and expiration as fields, then request the uploads your policy requires.
Safety & operations
Request the safety contact, program details, training practices, and the exact metrics your reviewer uses.
Experience & references
Collect client, location, scope, role, completion date, and contract range for comparable projects and references.
Capacity & routing
Ask about backlog, earliest start, dispatch hours, and regions, then route by trade or location.
Related tools
Continue from application through qualification, bidding, onboarding, and field work.
Review capacity, experience, coverage, safety, and references.
Open toolGather pricing, schedule, exclusions, and bidder questions.
Open toolDefine a work request with location, priority, and scope.
Open toolCapture completed work, labor, materials, blockers, and photos.
Open toolFAQ
Answers for teams organizing contractor intake.
It is a structured intake for evaluating a company or individual for project work or vendor approval. It gathers identity, services, experience, capacity, licenses, references, availability, and supporting files. The submission supports review; it does not approve the applicant.
Include company details, trades, license dates, territory, crew size, project range, equipment, backlog, comparable projects, references, safety information, coverage details required by your policy, and uploads. Keep important values in fields rather than only in attachments.
An application is a broad entry point for work or vendor approval. Prequalification is a focused review against trade, project, or procurement requirements. Use a short application before deeper prequalification, or combine them when one team owns both stages.
Yes. Add uploads for requested documents, but also capture license number, jurisdiction, coverage type, and expiration date in fields. Reviewers can find key values without opening every file, then assess the material under your qualification policy.
Yes. Use a trade selector and conditional sections for licenses, equipment, schedules, emergency coverage, or portfolios. Keep shared company, reference, and acknowledgment questions outside the branches to avoid duplicate forms.
Yes. Makeform includes unlimited free forms and responses for generating, editing, publishing, and collecting applications. The paid tier removes the Makeform badge.
Use statuses such as new, incomplete, under review, follow-up needed, qualified, and not selected. Route by trade or region and assign an owner for reference and document checks. Tell applicants what to provide and what happens next.
Collect only what evaluation requires. Basic business identity and a payment contact may be enough initially; detailed tax, banking, or payment setup can wait until onboarding. This shortens the form and limits unnecessary sensitive data collection.
Replace the contractor email thread.
