How do requests in companies work?

Company managers can request documents and forms from key contacts in a contractor company. If you need to collect documents that already exists, such as a license or insurance certificate the contractor company has on file, send a document request. When you need a key contact to fill out and submit something new, such as a prequalification questionnaire or safety checklist, request a form instead.

You can send either request as soon as you add a contractor company, whether the company is new or already in your organization. This gives you a consistent, structured way to prequalify each contractor company and ensure it meets your compliance requirements before starting work.

The Requests tab in the company profile showing a list of document and form requests.

Request a company document or form

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select a company.

  4. Select Requests tab in the company profile.

  5. Click Request on the upper-right of the page.

  6. Select or create a document type and click Done.

  7. If you're requesting a form, click and select the file you want to upload.

  8. If there is no key contact assigned:

    • Invite a new user: Enter the email address, first name, and last name. The new user will join your organization on a Guest seat and will only be able to manage documents and workers for their assigned company.

      You can also customize the email they’ll receive in the “Message for the key contact” section.

    • Select an existing user: Select a user from the dropdown and click Done.

  9. Click Request now.

Request a company document and form and select an existing user as the key contact.

Remove a company document or form request

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select a company.

  4. Select Requests tab in the company profile.

  5. Click Request on the upper-right of the page.

  6. Click on the right-hand side of the document type you want to remove.

  7. In the pop-up window, click Remove.

Remove the "Financial reports" document type from the list of document and form requests.

You can request a new version of documents or forms from the company profile or the Contractors dashboard to remind key contacts to update specific documents.

Frequently asked questions