How do I set sign-on and sign-off criteria and site documents?
Choose Company management → Visit criteria. There, set what a technician ticks when they arrive and must confirm before they leave. They apply to every job. Use the arrows to put them in order; removing one takes it off new visits and leaves past visits as they were.
On the Documents tab, upload documents by trade — site rules, procedures, diagrams. Contractors see them once they're awarded or checked in.
Was this helpful? If not, contact us and we'll sort it out directly.
More in For Companies
Every plan includes both Opportunities and Dispatch.
Opportunities → Post an opportunity (needs the Opportunities service).
Compare bids and ratings on the posting, then award.
Dispatch → Request a dispatch: category, what needs fixing, how urgent.
Basic, Base Term, Premium or Enterprise — in Settings → Plan & services.
A service call, a travel fee, and time after the first hour.
Check-in, messages, sign-off photos, then your approval.
Send it back while they're on site, request a return visit, or dispute it.
Payments → open the invoice → record payment.
Company Management → Sites — one at a time, or import a spreadsheet.
Company Management → Sites → Import a file: Excel or CSV, for Company Managers.
Compliance → Add requirement, for Company Managers.
Yes — Settings → Integrations: API keys and webhooks.
Settings → Audit Log, for Company Managers.
Settings → Manage Users, for Company Managers.