For companiesFor contractors

How do I post a job for bids?

From Opportunities choose Post an opportunity. Tick one of your locations or several, pick the trade, then fill in the sections: who can bid, the job, bidding, and the site visit and files.

With several locations the firm you choose gets one job per location, each with its own visit, sign-off and invoice. Tick Rollout to give each location a target date and follow progress across them on the posting.

Only firms that cover every location, do the trade and hold your required credentials can bid. You can also ask for a minimum star rating, a minimum number of completed PeerToSite jobs, extra credentials, or only firms that have worked for you. The form shows which firms qualify, and they're all notified the moment you post. Your sign-on and sign-off criteria apply automatically.

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Which services come with my plan?

Every plan includes both Opportunities and Dispatch.

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.