> ## Documentation Index
> Fetch the complete documentation index at: https://watchmycover.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a subcontractor

> Add a subcontractor by hand, assign their requirements, and record who gets the chase emails.

In the app, subcontractors, suppliers and anyone else whose insurance you track are called **vendors**. To add one, go to **Vendors** and choose **Add vendor** (or press Ctrl+K / Cmd+K and choose **Add a vendor**). To add many at once, [import a spreadsheet](/docs/subcontractors/import-csv).

## The fields

| Field                             | Notes                                                                                                                                                          |
| --------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Vendor name**                   | Required. Also how an import matches rows to existing vendors, so keep it the same as in your spreadsheet.                                                     |
| **Trade**                         | Optional, such as Electrical. Shown in the register and on shared reports.                                                                                     |
| **Contact name**                  | Optional. Chase emails greet this person by name; without it they open with "Hello,".                                                                          |
| **Contact phone**                 | Optional. Not used for chasing.                                                                                                                                |
| **Contact email**                 | Required. Renewal chases are addressed here.                                                                                                                   |
| **Insurance agent**               | Optional. The broker's or agency's name.                                                                                                                       |
| **Agent email**                   | Copied on every chase. Worth filling in: the broker is usually the person who can issue a corrected certificate or an endorsement.                             |
| **Projects this vendor works on** | Tick the [projects](/docs/subcontractors/projects) this vendor is on.                                                                                               |
| **Insurance requirements**        | The [requirement template](/docs/requirements/templates) the vendor is checked against. Without a template WatchMyCover cannot decide whether this vendor complies. |

Choose **Add vendor** and WatchMyCover checks the vendor against the template straight away. With no certificate yet, the status is **No certificate**.

<Note>
  A vendor imported without an email address cannot be chased. Their page says **No email on file — chases cannot be sent. Add one**. A vendor with no agent email says **No insurance agent on file — chases reach the vendor only.**
</Note>

## Editing a vendor

Open the vendor and choose **Edit**, then **Save changes**. Saving re-checks the vendor immediately. A changed contact email or agent takes effect on the next chase, including chases already queued.

## Plan limits

Starter includes 25 active vendors, Core 100, and Pro is unlimited. Archived vendors do not count. When you reach the limit, existing vendors keep working, and you are asked to move up a plan before adding another. See [Plans and billing](/docs/account/plans-and-billing).

## Next

* [Record their certificate](/docs/certificates/recording).
* [Send them an upload link](/docs/chasing/what-subcontractors-see#upload-links-you-send-yourself) so they can send it themselves.