Contractors

You can maintain a register of contractors in Onsite to keep a record of all contractors relevant to your building. Within Onsite, contractors ‘belong’ to a site and are not shared between sites.

Approved compliance documentation is shared between Onsite sites by linking the contractor to a global record through the ABN, or NZBN.

Adding a Contractor

To add a contractor, go to Contractors and click the Add button.

• Type in the contractor name, and select the contractor type.
• Add any other details as required and click Save.

Preferred Contractor

You may end up with many infrequent or one off contractors in your register. When this happens, you recommend setting up your regular contractors as preferred contractors.

Preferred contractors will be highlighted in the contractor list, and at the top of the list in other areas of the application, such as generating a work order. You can also set a preferred contractor for a site.

Contractor Contacts

Contractor contacts are individuals who represent a contractor. Any individual who is attending site should be added as a contractor contact.

Compliance Documents

You can add compliance documents such as Public Liability Insurance and Workers Compensation Insurance to a contractor.

Add ABN / NZBN

Before uploading a compliance document, the contractor must have an ABN / NZBN. Use the inbuilt ABN / NZBN lookup to find the contractor ABN / NZBN.

Expiry Notifications

Onsite will send an email notification to the building manager 7 days before a compliance document is about to expire.

Compliance Report

You can insect a contractor compliance report in Onsite by going to Admin / Reports / Compliance. This report will detail all contractors and the state of each key compliance document.