Which contractor documents block routing
Which files and profile gaps most often delay activation or routing: license, insurance, expiration dates, service areas, and payout readiness.
- +Partial screenshots, expired COIs, and missing expiration dates can slow review even when the upload itself succeeds.
- +Service areas, trade selection, and payout readiness still matter after document approval.
- +Resubmit clean files through the profile instead of trying to explain a document gap in side messages.
Start with the files Proofstead actually depends on
The repo already points to the practical document stack: license, insurance, and background-check verification before activation. Those are not decorative uploads. They are part of the routing trust model.
If one of those files is missing, outdated, or unclear, expect the contractor record to stay slower or more limited than a fully ready profile.
Why clean files and dates matter
A file that uploads successfully is not automatically a file that is easy to verify. Review gets faster when the document is current, readable, and obviously tied to the business record the platform already has.
Insurance dates matter too. If the expiration is wrong or missing, the system can still treat the contractor as risky or pause routing until the record is corrected.
- +Upload the full file instead of a cropped screenshot when possible.
- +Use current license and insurance records, not older placeholders.
- +Include the insurance expiration date when the workflow asks for it.
- +Submit again after updates so the admin review state can move.
Documents are not the only readiness gate
Routing quality also depends on service areas, trade selection, and payout setup. A contractor with approved documents but outdated service coverage or blocked payouts is still not fully production-ready.
Read the profile as one operational unit: documents, territory, trade coverage, and banking all influence whether a lead can be routed cleanly.