dblSource · Supplier and contractor management
Certificate of insurance and certificate of currency tracking for contractors
Stop chasing insurance certificates by email. Contractors upload their own through a secure portal, each certificate carries its expiry date, and you are warned before cover lapses. The document is called a certificate of insurance in North America and a certificate of currency in Australia and New Zealand; dblSource tracks it under whichever name you use.
How it works
How dblSource handles it
Invite the contractor
Send each contractor a link to a restricted portal. They see only what you ask them to provide.
They upload their certificates
Public liability, general liability, workers compensation and any other cover you require, each with its expiry date.
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.
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
- checkStructured onboarding intake
- checkCompliance documents and certificates, with expiry alerts
- checkContacts and sites for every supplier
- checkPerformance scoring over time
- checkVetting and approval workflow
- checkSecure 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.