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?
Complete a vendor task
- In the left sidebar of ContractorOS, click Manage, then select Vendors.
- Select a vendor.
- In "Vendor Tasks", select the task you want to work on.
- In the "Proof" panel, upload the required document.
- 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.
- Click Save.
Complete a contractor task
- In the left sidebar of ContractorOS, click Manage, then select Vendors.
- Select a vendor.
- Select the Contractors tab, then select a contractor.
- In the "Tasks" panel, select the task you want to work on.
- In the "Proof" panel, upload the required document.
- 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.
- Click Save.