Facilities Services

Vendor insurance and approvals across every site.

Common pain points

Documents & records

COIsW-9sInvoicesService agreements

Recommended workflows

Monitor

Know before a vendor's certificate of insurance lapses — not after.

Approve

Send invoices through the right chain and keep the approval trail.

Collect

Collect every required vendor document in one secure flow.

Track insurance certificates before they expire.

Route invoice approvals and keep the audit trail.

Collect every vendor document in one secure flow.

Related templates

Bring facilities services compliance under one platform