What it's forOnly trades with current insurance and licences get work, and they keep their own certificates up to date through a link.
Who it's forMaintenance coordinators, building managers and administrators.
Step by step
- Step 1: Add a tradeInbox & work › Trades › Add a trade. Enter the Business name, Trade (e.g. Plumber), Email, Phone, Panel status (Approved, Pending vetting, Suspended), Licence number, Licence expires, Insurance expires and ABN. Press Add trade.
- Step 2: Or upload a CSVUpload CSV with columns name, trade, email, phone, panel_status, licence_number, licence_expiry, insurance_expiry (DD/MM/YYYY), abn. Same business name updates the existing trade. Download template shows the layout.
- Step 3: What blocks a tradeA trade that's Suspended, or whose insurance or licence expiry date has passed, can't be given new work orders, quote requests or accepted quotes, and their work order emails won't send. Pickers show “(insurance expired: can't be assigned)”.
- Step 4: Ask them for certificatesOn the trade's Insurance & licence tab press Invite to upload. They get a link (30 days) to upload Public liability, Workers compensation, Trade licence or other certificates with expiry dates.
- Step 5: Approve certificatesUploaded certificates wait for you: Approve (updates the expiry on file) or Reject with a reason the contractor sees. Or use Upload a certificate for them.
- Step 6: RemindersTrades are reminded 30 days and 7 days before expiry and on the day. Use Check ABN and Record licence check for your vetting record.
Common problems
“… can't be given new work orders: insurance expired.”
Approve their current certificate on the trade's page, or update Insurance expires if you've seen the new certificate.
Previous and next follow the Inbox & work section.