August's releases focus on getting GCs the information they need, wherever they are. COMPASS is now available on mobile, W-9 verification is fully automated, and Procore projects now sync directly to subcontractor profiles. Read on for the full breakdown.
Compass Mobile Experience
COMPASS is now available with a new mobile experience for General Contractors. Users can search for subcontractors, view a condensed Subcontractor Profile with key company and qualification information, and leave performance reviews, all directly from a mobile device.
Learn more here
W-9 Verification
Subcontractors are now required to verify their W-9 directly in COMPASS on login and registration. Data is automatically extracted from the uploaded document using OCR and LLM-based extraction, with COMPASS verifying the legal company name, a valid signature, and a signed date within the current or previous year. Additional DBAs are also extracted from the document.
Learn more here
Projects pulled in from Procore Contract Sync automatically tied to Subcontractors in COMPASS
Projects pulled in from the Procore Contract Sync integration are automatically tied to subcontractors within COMPASS. This includes backfilling all historical Procore projects prior to release.
Projects Filter added to Subcontractor Search
When searching for subcontractors in Subcontractor Search, quickly filter by projects that subcontractors have been tied to in COMPASS
No Selected Flow option for Company Qualification Flows on Qualification Management
GC users can now filter Qualification Requests by the No Selected Flow option, which pulls in records that have not been added to a Company Qualification Flow.
Historical Qualifications displays entire history of the workflow (In Beta)
Each historical qualification assigned through a Company Qualification Flow in the subcontractor profile displays the full history of the workflow, including:
Notes
Attachments
Missing Data Requests
Activity Feed Events
The history for ad-hoc qualifications will be added in a future update
Additional Improvements:
Qualification Status filters now work as expected on the Add Bidders page
Trades on subcontractor company profiles now display one per line
Subcontractor profiles on the GC side now show the correct Effective or Expiry Date based on the 1Form version
NCCI EMR Letter now displays correctly on GC-side subcontractor profiles when one has been provided
Registration handles slower connections better, so clicking "Create Company" no longer returns users to the login screen
Filters on the Projects table now stay applied while using the search bar
Cleaner layout on the Sub Search table, with excess horizontal scrolling removed
Single and Aggregate limit filters now hold cursor position while typing