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Platform / Configurable Templates

Requirements that fit the work, not a blanket checklist

Not every contractor, and not every job, carries the same risk. Configure question sets, document requirements and contractor categories by scope, so the requirements you set are the ones that really matter.

700+ question library
Requirements by contractor category
Configured with you, not by default

Question Library

Built from 700+ questions, not a generic form

Select from a library of industry-relevant questions to align to your prequalification program and compliance requirements.

Choose from

700+ industry-relevant questions covering safety, insurance, training and legal standing.

Tailor the set

Pick the questions that fit the trade, the scope and the risk.

Kept current

The library is maintained against recognized safety certification and regulatory requirements.

Risk-Based Configuration

Different contractors, different requirements

A landscaping crew and a confined space contractor should not answer the same questionnaire. Requirements layer by category and risk rating.

Baseline

Default requirements and evaluations that apply to every contractor in your network.

Layered

Your own configuration by contractor category, risk rating or department.

Outcome

A clear status of Approved, Provisional, Suspended or Not Approved.

Rollout

Set it once, apply it everywhere

Templates are reused across every contractor you invite, so standards hold as your network grows.

Consistency

Every team applies the same criteria, whoever runs the process.

Change once

Update a template and the new requirement flows to the contractors it applies to.

Less friction

Contractors are not chased for documents their scope of work never needed.

What You Can Configure

Templates shaped to your risk profile

Configuration is handled with you during implementation, so requirements reflect your standards rather than a vendor default.

Question sets

Drawn from the 700+ question library and grouped into the sets each contractor category receives.

Document requirements

Which documents each contractor category has to supply before their submission is complete.

Contractor categories

Group contractors by trade, scope or exposure so requirements match the work they actually perform.

Risk ratings

Tie the depth of prequalification to the risk a contractor introduces, from light touch through to full safety program evaluation.

Departmental criteria

Safety, procurement, legal and operations can each add the requirements they are accountable for.

Compliance matrix

Key indicators configured for your organization to evaluate where each contractor stands.

Elsewhere on the Platform

Get Started

Take control of contractor compliance

Bring your contractor base onto one system, with documents verified and monitored year-round.

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