Contratistas

¿Qué son los perfiles de empresa?

Learn more about the company profile and how it helps your team track and manage contractor companies your organization works with.

Última actualización: 11 de agosto de 2026

La incorporación de contratistas con licencias de invitado está actualmente en Acceso temprano. Si está interesado, vaya a la aplicación web y seleccione Contratistas en la barra lateral o desde Más. Desde el perfil de la empresa, seleccione Trabajadores en la pestaña de la parte superior de la página. Haga clic en Incorporación y, a continuación, haga clic en Confirmar en la ventana emergente para registrarse en Acceso temprano.

Si no ve Incorporar en su perfil, póngase en contacto con nuestro equipo de soporte técnico o con su gerente de éxito del cliente para expresar su interés.

¿Qué son los perfiles de empresa?

El perfil de una empresa es un espacio centralizado para gestionar una empresa contratista dentro de su organización. Puede ver y actualizar los datos clave del contratista, añadir notas internas para mantener los registros actualizados y gestionar usuarios vinculados al contratista, incluidas sus credenciales y actividad. También puede solicitar y almacenar documentos de contactos clave para respaldar el cumplimiento normativo. Esto garantiza que su equipo supervise eficazmente las relaciones con los contratistas, mantenga el cumplimiento normativo y colabore de forma fluida con su red de contratistas.

Ver las pestañas de resumen, solicitudes, documentos, trabajadores, credenciales y actividad en el perfil de la empresa.

View and manage company details

Within each company profile, you can view and edit key details about the contractor company, such as company type, contact information, linked sites, and status. You can also add internal notes to give your team useful context and keep records accurate.

The Overview tab in the company profile showing the company details, document statuses, and internal notes.

Add and manage workers

Each company profile lists all workers associated with the contractor company. You can add workers individually or in bulk and assign them a role as either a member or a key contact.

La pestaña Trabajadores del perfil de la empresa, que muestra una lista de trabajadores asociados a la empresa.

Assign a key contact

From the company profile, you can assign a key contact as the nominated representative for that contractor company. Key contacts manage the company profile on behalf of your organization by uploading documents, responding to requests, and keeping information accurate.

La pestaña Trabajadores del perfil de la empresa con el botón "Asignar como contacto clave" visible.

Store and manage company documents

Each company profile has a dedicated space to store and organize company documents, such as insurance certificates, contracts, and business reports. You can categorize documents by type and track expiration dates. You can also view expiring or expired documents across all companies from the Contractors dashboard. Documents can go through an approval process, either manually or using AI, before they're considered valid, which keeps your records accurate and up to date.

El perfil de la empresa con la pestaña de Documentos y la lista de documentos de la empresa visibles.

Request documents and forms

You can send document and form requests directly to key contacts within a company. These requests let you collect the certifications, contracts, or completed checklists you need. Sending these requests helps you meet your organization's requirements and maintain accurate records for each contractor company.

La pestaña Solicitudes del perfil de la empresa, que muestra una lista de solicitudes de documentos.

View worker credentials

From the company profile, you can view the credentials of all workers associated with that contractor company, such as licenses, certifications, and other qualifications. This gives you focused visibility into each worker's credential status, making it easier to track expiration dates and identify who needs updates.

El perfil de la empresa con la pestaña Credenciales y la lista de credenciales de trabajadores visibles.

Track worker activity

From the company profile, you can monitor the activity of workers associated with that contractor company, including inspections, issues, and actions completed across the platform. You can also view inspections linked to the company through a response type. For a full record of changes made within the company, the audit log captures every update, including who made it and when.

The Activity tab in the company profile showing a list of inspections completed by workers in the company.

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