dblSource · Supplier and contractor management

Certificate of currency tracking for contractors and subcontractors

Stop chasing insurance certificates by email. Contractors upload their certificates of currency through a secure portal, each certificate carries its expiry date, and you are warned before cover lapses.

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dblSource dashboard

How it works

How dblSource handles it

1

Invite the contractor

Send each contractor a link to a restricted portal. They see only what you ask them to provide.

2

They upload their certificates

Public liability, workers compensation and any other certificate you require, each with its expiry date.

3

You are warned before anything expires

Expiry alerts show which certificates are about to lapse, so you can ask for a new one before work is affected.

4

Compliance shows where the work happens

With dblBase, each site lists the contractors that service it and whether their documents are current.

Features

Everything else in dblSource

  • Structured onboarding intake
  • Compliance documents and certificates, with expiry alerts
  • Contacts and sites for every supplier
  • Performance scoring over time
  • Vetting and approval workflow
  • Secure portal for suppliers and contractors

Questions

Frequently asked questions

Do contractors need a paid user seat?
No. Contractors provide their documents through a restricted portal as guests. A guest costs a fraction of a user seat, and each subscribed application includes some free guests.
Does dblSuite work offline?
No. dblSuite runs in your web browser and needs an internet connection.

Start with dblSource.

Month to month, every site included, and each application you add lowers the price per user.