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CONSTRUCTION & TRADES PLAYBOOK

Build the common foundation, then add the industry reality.

Construction and trades businesses depend on license class, qualifying individuals, bonds, insurance, worker classification, project permits, contracts, payroll, safety, and location-specific authority.

Build My Construction & Trades Roadmap →All Industries
BASELINE

The four layers to map before launch.

These are general planning layers, not a substitute for jurisdiction-specific agency instructions or licensed professional advice.

01 · ENTITY

Formation & ownership

  • Confirm contractor-license ownership, management, and qualifying-individual rules before filing or changing the entity
  • Document owner and qualifier responsibilities
  • Align legal name and DBA usage with licenses, contracts, insurance, and vehicles
02 · AUTHORITY

Licenses & approvals

  • Map contractor and trade license classes to the actual scope of work
  • Check city or county business-license and project-permit requirements
  • Confirm bonds, insurance, workers' compensation, and qualifier requirements before bidding where required
03 · OPERATIONS

How the business runs

  • Use written estimates, scopes, change orders, acceptance, payment, and lien workflows
  • Control subcontractor licensing, insurance, certificates, and worker classification
  • Maintain job-costing, payroll, safety, vehicle, equipment, and incident records
04 · EVIDENCE

Records to preserve

  • Contractor licenses and bonds
  • Insurance certificates
  • Project contracts and change orders
  • Subcontractor records
  • Permits, inspections, and job-cost records
QUESTIONS THAT CHANGE THE ROADMAP

Answer these before treating a generic checklist as complete.

A change in activity, ownership, location, customers, products, workers, or regulated services can change what applies.

01

What exact trades and project types will be performed?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

02

Who is the qualifying individual?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

03

Will the company use employees or subcontractors?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

04

Which jurisdictions issue project permits for the work?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

COMMON FOCUS AREAS

What Mabnee already associates with Construction & Trades.

These focus areas are used to personalize the roadmap and direct deeper source verification.

ROADMAP FOCUS

Contractor licensing

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Bonds and insurance

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Permits

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Payroll and worker classification

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

YOUR NEXT STEP STARTS HERE

Build a construction & trades roadmap around the real business facts.

Start with the state, ownership, location, activity, workforce, and operating model. Mabnee organizes the sequence without inventing an approval.

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