Setting up Contractor Pre-Qualification

A step by step guide on how to request, review and reject Pre-Qual information from your Sub-Contractors.

Set-up Pre-Qualification

Home → Contractors → Click PreQual (button)

Tick the boxes in the Pre-qualification list that you require the Contractor to provide.

Notes:

We recommend that you tick the following:

Evidence Required - This prompts the Contractor to upload a copy of the item.
Review - So you can keep a record of who reviewed each item provided by the contractor.

Evidence Required - This prompts the Contractor to upload a copy of the item.

Review - So you can keep a record of who reviewed each item provided by the contractor.

The default requirements are copied from your template. You can change the defaults by clicking on "Edit Template".

Requesting PreQual Items from Contractors

You have 2 options for requesting Qualification information from your contractors:

Wait until the Contractor is assigned to a Job, then use the Job Check List to collect the Pre-Qual items (Usually in the App or via the Email link).
Request the information before they are assigned to a job.
To do this Click on the "Send Email Now" button.

Home → Contractors → Pre-Qual

Scroll down to Notification Options in the Manage section

You also have the option to automatically remind contractors when their items are due to expire, either 7 or 28 days before expiry.

Just tick the appropriate box.

Reviewing PreQual Items

After a Contractor has supplied their information, a review request is automatically sent out. Contractors ready for review will have an icon signalling that a review is required.