A subcontractor profile provides general contractors (GCs) with a comprehensive overview of each subcontractor. This includes essential company details such as:
Company Overview
CSI Trade Code
Contact Information
High-level Risk Factors (finance, business, health & safety)
These profiles empower GCs to make faster, better-informed decisions regarding subcontractor risk assessment.
Accessing a Subcontractor Profile
Method 1: Purple Hyperlink
You can access a subcontractor profile by clicking the purple hyperlinked company name in either the Qualification Management Table or the Subcontractor Search Table. This action opens the profile directly.
Method 2: Search Bar
Alternatively, use the main search bar at the top of the page. Select “Search for Subcontractors,” and as you type, a dropdown list will appear. Click on the subcontractor’s name to navigate to their profile.
Note: If the subcontractor is not listed, you can invite them to qualify by clicking the purple box. For more information, visit: https://intercom.help/compass-app/en/articles/7216497-inviting-a-subcontractor-to-qualify
Navigating the Profile
Upon accessing the subcontractor profile, users gain access to three main sections:
Left Section: Subcontractor Overview
Details:
Provides a summary of the subcontractor’s location, work type, business number, union status, and certifications.
Tags:
Users can add tags to group and search subcontractors by specific criteria. For details on adding tags, refer to this article: https://intercom.help/compass-app/en/articles/10302195-tagging-subcontractors-in-compass
Trade Details:
Displays the subcontractor’s specialization (e.g., electrical work, plumbing) to align with project needs.
Contact Information:
Includes the subcontractor’s head office details, primary point of contact, phone number, and email address.
Middle Section: Risk Assessment and Metrics
Risk Assessment Tabs:
Qualification History: View current and past qualifications, including assignment dates, limits, and exceptions.
Project Approvals: Track and manage internal approval processes for subcontractor assignments.
Business Summary: Explore detailed metrics from the subcontractor’s 1Form submission.
Finance Summary: Access financial insights (if authorized by the subcontractor).
Health & Safety: Review detailed health and safety metrics derived from the 1Form.
Regions of Work: View subcontractor-specified working regions. For more details, see: Regions of Work Navigation.
Project Forms: Review custom forms created for specific projects.
Documents: Access all 1Form submissions with details like Q Scores and submission dates.
Performance Review: Leave internal reviews based on subcontractor performance.
Activity: Track all interactions between the GC and the subcontractor.
Q Score: COMPASS’s proprietary risk assessment score. For more details, see: https://intercom.help/compass-app/en/articles/10302213-understanding-the-compass-q-score
Trade Rank Details: Displays subcontractor ranking within their trade.
Qualifications Section:
Includes single and aggregate limits configured by COMPASS analytics. Users can compare these against COMPASS’s recommendations.
Analytics Models:
Standard Model: Evaluates subcontractors using industry standards.
Custom Model: Tailored analytics for unique project or company needs. To set up, contact your client success representative.
Recommendations:
Provides insights based on analytics models. For financial data, the subcontractor must authorize GC access.
Completion and Metrics Indicators:
Highlights missing critical information across Business, Finance, and Health & Safety sections.
Right Section: Qualification and Interaction Tools
Qualifications with Single and Aggregate Limits:
Displays the most recent qualification status, including exceptions and limits.
Automated Limit Model:
Click “See More” for tailored risk metrics specific to the subcontractor.
Interactive Buttons:
Leave Your Review: Submit a qualification recommendation.
Cancel Invitation: Withdraw the invitation to qualify.
Auto-Renewal Settings:
Automatically renew subcontractor qualifications 30 days before expiration.
1Form Profile Overview & Key Metrics:
Tracks submission dates and critical metrics. Financial metrics remain locked unless authorized by the subcontractor.
Company Attachments:
Upload documents like certifications or contracts by dragging files or clicking the purple “Add Files” button.
Company Notes:
Add notes tied to the subcontractor’s profile. Notes can be shared with colleagues or kept private.
Additional Features
Flowchart and Plain Text Model View:
Visualize subcontractor qualifications via a flowchart or text summary.
Customizable Analytics:
Request tailored analytics models for specific metrics or project needs by contacting your client success representative.
Recommendations Section:
Derived from 1Form data, offering actionable insights based on selected analytics models.
Completion Metrics:
Easily identify and address incomplete sections to ensure thorough risk assessments.
Key Takeaways
Subcontractor profiles offer a centralized and detailed view of key metrics, empowering GCs to make informed decisions.
Users can navigate profiles effortlessly, leveraging COMPASS tools to assess risk, track qualifications, and manage subcontractor interactions.
For any additional assistance or setup inquiries, reach out to your client success representative.