The Subcontractor Analysis app

What it is

The Subcontractor Analysis app is the deep read on your sub bench: one place where your subs' cost, productivity, reliability, compliance, and tax readiness are computed together and laid out as a swipeable, tabbed deck. Where the Subcontractors home answers "who are my subs and are they covered," the analysis answers the harder questions: who is worth keeping, who is quietly dragging margin, which trade has a weak link, and whether your bench could actually absorb a surge.

The analysis runs entirely on your own data. It cross-cuts your jobs, your sub invoices, the engagements you have rated, and the certificates on file, and it computes fresh every time you open the deck, so what you see always reflects the book as it stands.

Where to find it

On the Subcontractors home, the Apps row holds a large launcher tile labeled Analysis, headlined "Analyze your subs" with the subline "Verdict · cost · productivity · reliability · compliance" and an Analyze button. Tap it and the deck opens over the page while the analysis computes; closing it drops you back on the home. On a book with no subs yet, the deck opens honestly: "No subcontractors on your books yet. They appear as their invoices and COIs come in."

The deck is visual by design, ranked bars, mix bars, and rings rather than flat tables, and almost every bar is a door: clicking a sub's bar in any tab opens that sub's full detail card.

The eight tabs

• Verdict. The headline read: how many subs to keep, to watch, and to review or replace, as a mix bar, then every sub ranked with their verdict and its costed one-line reason. The exact ladder behind it is covered in how the verdict is reached.
• Trade rankings. Your subs ranked head-to-head within each trade, strongest first, with the weakest flagged when they are worth replacing, and a note naming the stronger same-trade sub to shift work toward when you have one. If no trades are set yet, the tab says exactly that and points you to the trade picker on each sub's card.
• Cost and margin. Total sub cost across the book, what that is as a share of the value of the jobs your subs touched, and how concentrated the spend is in your top sub. Each sub then ranks by billed total, with cost per job and their share of job value beside it, turning red when a sub's cost reaches 40 percent or more of the jobs they work.
• Productivity. The rated half of your bench: an average reliability ring, then every rated sub from weakest up, with on-time rate, callback rate, and any backcharges on the line. If nothing is rated yet, the tab tells you the door: rate your subs' engagements and productivity builds here.
• By client. Which payers drive your sub spend, ranked by dollars, with how many subs and jobs sit behind each and which sub does most of the work. A lot riding on one carrier or TPA is a concentration to watch.
• Compliance. Coverage gaps ranked by dollars at stake: every sub whose certificate of insurance is expiring, expired, or missing, ordered by how much work they bill, because a high-spend sub without current coverage is where your exposure sits. The status mechanics are covered in COI status.
• 1099. A tax-prep readiness view of which subs crossed the $600 reporting threshold this year and which are still missing a W-9, in one glance.
• Capacity. The forward look: your jobs in flight and coming over the next 90 days, where that work is concentrated, the season you are heading into, and whether the bench is ready for it, read as "Bench ready," "Bench thin," or "Bench exposed" depending on coverage gaps, at-risk subs, and how concentrated your spend is, with a ring showing what share of your subs is COI-ready for a surge.

Reading it in one pass

A good pass runs left to right. Verdict tells you who needs a decision. Trade rankings tells you whether you already hold the fix on your own roster. Cost and margin and Productivity tell you why the flagged subs are flagged. By client tells you whose work is exposed if a sub slips. Compliance and Capacity tell you what breaks first when the next storm fills your pipeline. When a bar demands action, click it: the sub's card opens with the Replace flow, covered in replacing a sub, one tab away.

Data sources