I’m speaking with small trade contractors in British Columbia to understand how they handle GC/customer document requests, prequalification paperwork, insurance certificates, WorkSafeBC clearance, safety documents, licenses, training records, and onboarding packages.
This is research only - not a sales demo. The questionnaire will take about 7 minutes, and short research calls are available if you prefer to talk.
Prefer not to talk live? The questionnaire is enough. Survey link coming soon - send me a note if you want to participate.
Many trade contractors are asked to provide proof before they can qualify, quote, onboard, mobilize, or start work. For smaller companies, this work often falls on the owner, estimator, office administrator, or operations person.
Documents may be stored across email, folders, spreadsheets, portals, accounting systems, shared drives, and old submission packages. I’m researching whether these requests create real admin burden, where the biggest delays happen, and what contractors already do to manage proof documents and customer requirements.
This research is most relevant for BC-based specialty trade contractors that handle customer paperwork without a dedicated contract, compliance, safety, or document-administration person.
The questionnaire is about process and experience. It is not asking you to upload private customer documents or disclose confidential project files.
Different people prefer different levels of commitment. You can answer privately, book a short call, or send a direct message first.
Best if you want to respond privately. The questionnaire will take about 7 minutes and asks about customer document requests, proof documents, delays, and current tools. The survey link is coming soon.
Request the questionnaireBest if you prefer to talk through your experience. Calls are usually 15 minutes and are focused on learning how the work is handled today.
Book a research callBest if you have a question, are not sure whether this research is relevant, or want to point me to the right person at your company.
Send a direct messageChoose a time that works for you. The call is not a sales demo — it is a short research conversation about how your company handles customer document requests and prequalification paperwork today.
The purpose of this page is to learn from contractors, not to collect confidential customer files or publish company-specific responses.
Individual company responses will not be published by company name. Answers will be used to understand whether this problem is real, how contractors currently handle document requests, and whether a better tool would be useful.
Please do not upload or send confidential customer documents, private project files, or unredacted records. The research is about your process and experience.
If this is not a problem for your company, that answer is useful too. The goal is to learn what is real before deciding what should be built.
This is not a sales demo. There is no requirement to buy anything, and participating does not commit your company to any product or service.
This research is being conducted by Peter Lach of CBBSOFT Custom Built Business Software Inc., a BC-based software company. I’m exploring how small trade contractors manage customer proof documents, project-readiness requirements, and repeated prequalification packages.
The working name for this research theme is TradeReady Passport. The purpose of this page is research only: to learn from real contractors before deciding whether anything should be built.
I’ll review your note and reply directly. If you want to choose a time now, the Calendly calendar above is available too.