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.

Required role Account administrator or site administrator
Required tier Available on all ContractorOS tiers.

Note:

If you are on the Advanced tier, vendors and contractors can complete their own tasks. For more information, See Complete tasks as a vendor and Complete tasks as a contractor.

Complete vendor tasks

  1. In the left sidebar of ContractorOS, select Manage, then select Vendors.
    Screenshot of the "Vendors" option highlighted.
  2. Select a vendor.
  3. In Vendor Tasks, select the task you want to update.
    Screenshot showing the "Vendor tasks" tab highlighted.
  4. In the Data panel, enter the required document details.
  5. In the Proof panel, upload the document.
  6. Select Save. Repeat for other vendor tasks as needed.

Complete contractor tasks

  1. In the left sidebar of ContractorOS, select Manage, then select Vendors.
    Screenshot of the "Vendors" option highlighted.
  2. Select a vendor.
  3. Select Contractors, then select a contractor.
    Screenshot of the "Contractors" tab highlighted.
  4. In the Tasks panel, select the task you want to update.
  5. In the Data panel, enter the required document details.
  6. In the Proof panel, upload the document.
  7. Select Save. Repeat for other contractor tasks as needed.
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