Who Can Use This Feature?
Premium and Complete Customers can view and manage their contractor list.
Complete Customers have access to advanced contractor management tools including Pre-Qual, compliance documents and viewing contractor team members.
Hub Admin and Hub User roles can access the Contractors page.
Accessing the Contractors Page
Log into the Hub and select Contractors from the left-hand menu.
Your contractor list displays all active contractors with their company name, main contact, trade, and compliance status.
Use the search bar to find contractors by company name, Pre-Qual status, contact name, or trade. You can also
Switch between Active and Archive tabs to view current or archived contractors.
Understanding Contractor Status
The contractor list shows two key status indicators:
Pre-Qual Status: Shows where each contractor is in the Pre-Qual process: Not started In Progress, Awaiting Response from Contractor, Information Required, Active, or Expired.
Documents Status: Shows the overall status of the contractor's compliance documents: Active, Expiring Soon or Expired. If any of their documents are expired then it the status will be Expired.
Filtering the Contractor List
Use the Requires attention toggle to filter your list to show only contractors that may need follow-up. This includes:
Pre-Quals where you need to take action (Expired or Review Required status)
Pre-Quals where the contractor needs to take action (Awaiting Response, Not Started, or Information Required)
Expired documents that the contractor needs to update
Filter by column
Click the filter icon ▼ in the Pre-Qual, Documents, or Trades column headers to filter by specific values such as "Expired", "Expires soon", or "Active".
Viewing Contractor Details
Click on any contractor to open a side panel with a quick summary, including their contact details, Pre-Qual request status, document status, and any notes you've added. From here you can:
Click View more details to open the full contractor profile
Click Send Pre-Qual to send a new Pre-Qual request
Contractor Ratings
Use the star rating column to rate your contractors. Ratings are for your own reference and can be set to any value you choose.
The Contractor Profile (Complete Customers)
The full contractor profile has three tabs:
Company Details
View contractor information, Pre-Qual request status, and submitted Pre-Qual responses.
If a Pre-Qual shows "Information Required", you can expand each section to review answers and see where additional information has been requested.
Team Members
View the contractor's employees and any certifications recorded against them.
Documents
View all documents the contractor has uploaded, including insurance certificates and other compliance documents. Each document shows its status (Active or Expired) and expiry date. You can download or view documents directly from this tab.
Please Note:
Pre-Qual, Team Members, and Documents features are only available to Complete customers.
Premium customers can manage a contractor list with basic contact details and ratings.