For companiesFor contractors

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

Open the job from Opportunities → Active Opportunities (or from Dispatch). The visit time is the one you listed on the posting, or the technician proposes one after the award and you confirm it or answer with another (Schedule & Visit tab; Company Managers). Once it's agreed, choose Manage visit: it shows the expected time on site and the check-in time, a chat with the technician (with photos and documents), and the sign-off.

When they sign off against your criteria, with photos, approve it — or send it back with a reason. Once approved the job is complete and you can rate the work.

Was this helpful? If not, contact us and we'll sort it out directly.

More in For Companies

Which services come with my plan?

Every plan includes both Opportunities and Dispatch.

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 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.