For companiesFor contractors

Which services come with my plan?

Opportunities lets you post work and choose from bids. Dispatch lets you request a job at a set price and have PeerToSite send a qualified firm. Every plan includes both; plans differ by how you pay and how many dispatch visits are included each month.

A Company Manager sees your plan, and changes it, in Company settings → Plan & services. A change starts the next month.

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How do I post a job for bids?

Opportunities → Post an opportunity (needs the Opportunities service).

How do I review and award a bid?

Compare bids and ratings on the posting, then award.

How do I request a dispatch?

Dispatch → Request a dispatch: category, what needs fixing, how urgent.

What are plans?

Basic, Base Term, Premium or Enterprise — in Settings → Plan & services.

How is a dispatch job priced?

A service call, a travel fee, and time after the first hour.

How do I follow a job and approve the sign-off?

Check-in, messages, sign-off photos, then your approval.

How do I set sign-on and sign-off criteria and site documents?

Company management → Visit criteria and Documents, once for every job.

What if the work isn't right?

Send it back while they're on site, request a return visit, or dispute it.

How do I review and pay an invoice?

Payments → open the invoice → record payment.

How do I add my sites and equipment?

Company Management → Sites — one at a time, or import a spreadsheet.

Can I import my sites and equipment from a spreadsheet?

Company Management → Sites → Import a file: Excel or CSV, for Company Managers.

How do I require licences, insurance or other credentials?

Compliance → Add requirement, for Company Managers.

Can PeerToSite connect to our service desk?

Yes — Settings → Integrations: API keys and webhooks.

Where can I see a history of everything that's happened?

Settings → Audit Log, for Company Managers.

How do I add people and set their roles?

Settings → Manage Users, for Company Managers.