Complete vendor and contractor tasks

You can complete tasks by uploading the required documents for your vendors and contractors to ensure compliance before they arrive at your site.

Who can use this feature?

  • Users with the Account Administrator or Site Administrator role
  • Available on all tiers

Complete a vendor task

  1. In the left sidebar of ContractorOS, click Manage, then select Vendors.
    Screenshot of the "Vendors" option highlighted.
  2. Select a vendor.
  3. In "Vendor Tasks", select the task you want to work on.
    Screenshot showing the "Vendor tasks" tab highlighted.
  4. In the "Proof" panel, upload the required document.
  5. After you upload the document, the "Data" section automatically fills in using information from the document. Review the information to make sure it is accurate, and make any changes if necessary.
  6. Click Save.

Complete a contractor task

  1. In the left sidebar of ContractorOS, click Manage, then select Vendors.
    Screenshot of the "Vendors" option highlighted.
  2. Select a vendor.
  3. Select the Contractors tab, then select a contractor.
    Screenshot of the "Contractors" tab highlighted.
  4. In the "Tasks" panel, select the task you want to work on.
  5. In the "Proof" panel, upload the required document.
  6. After you upload the document, the "Data" section automatically fills in using information from the document. Review the information to make sure it is accurate, and make any changes if necessary.
  7. Click Save.
Was this article helpful?
0 out of 0 found this helpful