- 1
open sweetgum
the contractor list is the home view.
- 2
needs w-9
click "needs w-9" to see contractors who haven't signed yet. that's your chase list — re-send the link or pick up the phone.
- 3
over $600 ytd
click "over $600" to see contractors who'll need a 1099-nec at year-end. anyone here without a w-9 is an urgent ask.
tipsearch by name, legal name, or email if the list gets long. fuzzy match catches typos.
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