Portfolio Desk
User guide
Maintenance & facilities 5 min read

Vendors & insurance certificates

Letting an uninsured contractor onto a site is a risk you take once. Certificates are tracked with their expiry so approval is a current fact rather than a historical one.

  1. 1

    Track certificates and expiry

    Certificates by vendor and type, with effective and expiration dates and a verification flag. Expiring cover is surfaced ahead of the date.

    Insurance certificate tracking by vendor with expiry dates
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Let vendors maintain their own

    The vendor portal lets a contractor upload a renewed certificate directly, which is considerably more reliable than asking for one by email every twelve months.

Used alongside

Vendor portal

Assigned work orders and self-served insurance certificates.
Maintenance tickets

The work queue, from resident report through vendor assignment to cost capture.
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