Introduction

Contractor+ (contractorplus.app) is designed to boost the productivity of contractors and property managers through efficient scheduling, estimating, and invoicing. With a mission to streamline contractor-client interactions, Contractor+ offers robust features that revolutionize project management. By integrating IdentityCheck, contractors can further enhance their efficiency by streamlining ID verification processes, ensuring compliance, and reducing onboarding time.

Why Connect IdentityCheck to Contractor+

Integrating IdentityCheck with Contractor+ delivers numerous advantages. Firstly, it automates the identity verification process, greatly reducing the administrative burden and saving valuable time. By ensuring that client identities are accurately verified, the platform enhances trust and compliance. Furthermore, Wardle Partners’ case study is a testament to this efficiency, showing significant ROI improvements.

Setting Up the Integration

1. Log in to your Contractor+ account.
2. Navigate to the ‘Integrations’ section.
3. Select ‘IdentityCheck’ from the list of available integrations.
4. Follow the authentication steps to connect your IdentityCheck account.
5. Set up your identity verification criteria based on your requirements.
6. Save the settings to activate the integration.

How It Works in Contractor+

Once integrated, IdentityCheck seamlessly integrates into your Contractor+ workflow. For example, when onboarding a new client, simply initiate the ID verification process from within the contractor dashboard. The system guides you through a quick KYC check that verifies the client’s identity using state-of-the-art algorithms, ensuring compliance and reducing fraud risks.

Frequently Asked Questions

• How is data stored? All data is securely stored in compliance with industry standards.
• Can I customize my identity checks? Yes, you can set up your own criteria for what constitutes a valid identity.
• What if an identity check is incomplete? Contractor+ notifies you of incomplete checks, allowing you to prompt your client to provide necessary details.

Key Takeaways

Integrating IdentityCheck with Contractor+ enhances workflow efficiency, ensuring secure and compliant identity verification. By automating KYC checks, the integration reduces administrative tasks, allowing contractors to focus on what they do best: building strong client relationships.