Facilities Services
Vendor insurance and approvals across every site.
Common pain points
- •Subcontractor COIs across many sites
- •Invoice approvals over email
- •Vendor onboarding at scale
Documents & records
COIsW-9sInvoicesService agreements
Recommended workflows
Monitor
Track COI expirations
Know before a vendor's certificate of insurance lapses — not after.
Approve
Route invoice approvals
Send invoices through the right chain and keep the approval trail.
Collect
Build vendor onboarding packets
Collect every required vendor document in one secure flow.
Industry playbooks
Related templates