EVERYTHING YOU NEED TO STAY ORGANISEDBring the paperwork into focus.
A practical set of tools for collecting, reviewing and tracking subcontractor documents. Built around your working day.
A proper home for your subcontractors
Keep contact details, trades, tags and document requirements together. Find the right record without digging through folders.
- Import existing records from an Excel CSV
- Review duplicates and invalid rows before import
- Assign requirements individually or in bulk
A clear view of every document
Review status and expiry status stay separate, so a recent upload never quietly becomes an approved document.
- Public liability, training cards, RAMS and custom types
- Approve or reject with reviewer notes
- Keep replacement versions and a recorded history
Less friction at the other end
Send a mobile-friendly upload request that works without an account. Each link is time-limited and scoped to one contact.
- PDF, JPG and PNG, up to 10 MB per file
- Optional issuer, reference and date fields
- Revoke a link or issue a replacement
A calmer way to chase
Choose when to ask for missing records and upcoming renewals. A persisted queue keeps track of each reminder occurrence.
- Configurable missing and expiry schedules
- Weekday send windows in Europe/London
- Pause requests and review delivery history
Control for the whole team
Give owners, admins, reviewers and viewers the appropriate access. Keep organisations and their records separate.
- Explicit organisation switching
- Human review for every new upload
- Audit records for sensitive changes
Useful answers, easy to share
See what’s missing and what expires next. Export the records your team needs for its administrative decisions.
- Status summaries and upcoming expiry views
- CSV exports for documents and audit activity
- Plan usage, storage and email allowances