Just added: Vendor Company Documents

 NEW FEATURES — AVAILABLE NOW

 

Licenses

 

Add contractor’s business license and contractor’s license as attachments to the contact profile.

 

How to:

Contacts > Search Contacts > Select Company > Click Licenses

 

 

Company Documents

 

Add your yearly renewable certificates such as a W-9, Master Form Contract, Pre-Qualification Forms, Minority Certificates, and Contractors License Card under the contact’s profile called Company Documents.

 

How to:

Contacts > Search Contacts > Select Company > Click Company Documents

 
 

Insurance Certificates

 

Add additional insurance certificates such as Commercial Automobile Insurance under the contact’s qualifications.

 

How to:

Contacts > Search Contacts > Select Company > Click Qualifications

 

What’s Next

 

We hope these updates knock your hard hat off! Stay tuned for more details.

 

Check out our other product updates: