Pay your crews and get 1099s ready

How to track subcontractor pay in RidgeSync: add each crew, record every payment with a date and method, and see who has crossed $600 and needs a 1099.

1. 1

   Open Crews

   Crews is under Manage in the sidebar: “Who you subcontract to, and what each one has been paid this year. Crew pay picked on a job files itself here, so the 1099 totals are ready without a spreadsheet.” Admin only — a member sees “Crews is for admins.”

2. 2

   Add a crew

   Expand “Add a crew” and fill in “Crew / contact name *” (required), plus Business name, Phone, Email, Address, City and Notes. Click “Add crew.”

3. 3

   Record a payment

   On the crew’s card click “Record a payment”: “Amount,” “Paid on,” “Method” (check, cash, ach, card, other) and a “Note,” then “Record.” Leave it on the crew rather than a job for work paid before you had the CRM — it still counts toward the 1099 without touching any job’s margin.

4. 4

   Watch the 1099 flag

   Once a crew’s total for the selected year reaches $600 the amount turns amber and a “1099 needed” badge appears on the card. Use the year pills at the top right to check a previous year at tax time.

5. 5

   Attach their W-9

   There is deliberately no tax-ID box — an EIN or SSN does not belong in a field everyone with CRM access can read. Upload the signed W-9 in File Manager instead and name the file with the crew’s name. A green “W-9” chip appears on the crew card for a file stored under the kind “W-9”; the Kind list on File Manager currently offers Material invoice, Gas receipt, Debit receipt, Photo, Contract / doc, Crew document and Other.