Contractor onboarding software that gets contractors ready for work faster
Stop chasing subcontractors for insurance certificates, accreditations, worker records and compliance documents. Complys gives you one contractor onboarding system to collect, check and monitor everything required before work begins.
Onboard contractors without chasing documents by email
Most contractor onboarding still runs on emails, spreadsheets and shared folders — insurance certificates buried in inboxes, accreditations that quietly expire, and different requirements for every job. It is slow, it is manual, and there is no clear audit trail.
Complys replaces disconnected emails, spreadsheets and folders with one structured contractor onboarding process.
Request exactly what you need
Choose the documents and information required for that contractor, job, site or client.
Let contractors upload online
Send a secure onboarding link they can complete from their phone — no account needed to submit.
Know what’s missing instantly
See complete, missing, expired and flagged requirements from one dashboard.
How contractor onboarding works with Complys
From invitation to “ready for work” — one connected flow, with an automatic review that loops until every requirement is satisfied.
Contractor pre-qualification built into onboarding
Onboarding is not just gathering contact details — it is deciding whether a business is suitable to do the work. Complys turns onboarding into contractor pre-qualification by capturing and checking the evidence that proves it. Once a contractor is approved, keep the supply chain current with contractor compliance management, part of Complys’ wider contractor management software.
Set different requirements for different contractors
A scaffolder and a gas engineer should not be asked for the same things. Build the right requirement set for each type of contractor.
- £10m public liability
- £10m employers' liability
- CHAS / SSIP
- RAMS
- CISRS cards
- Working at Height
- Public liability insurance
- Gas Safe registration
- RAMS
- Asbestos awareness
- Relevant worker qualifications
- Public liability insurance
- NICEIC / NAPIT
- RAMS
- Electrical competence
- Worker training records
AI-powered contractor document checks
Instead of a manager opening every PDF by hand, Complys reads uploaded documents and checks the detail that actually matters — so problems surface before work starts. Every document sits in your compliance document management, organised and monitored.
Check insurance documents
Reads company name, insurer, policy dates, cover amount, type of cover and scope.
Check expiry dates
Automatically identifies certificates and policies approaching expiry.
Flag missing or incorrect evidence
Highlights documents that do not meet the requirement, are out of scope or need attention.
Every worker gets a digital compliance passport
Company approved does not always mean every worker is ready for every site. Complys connects contractor compliance to individual worker compliance, so onboarding a company also builds a record for its people — training, qualifications, CSCS/CISRS, ID, certificates, inductions and expiry dates.
Explore worker passports →Digital contractor and site inductions
Build an induction once, assign it to a contractor or their workers, and let them complete it on their phone before they arrive — reading or watching the content, answering questions and signing a declaration, all recorded in the worker passport.
Site induction software →Onboarding does not end at “approved”
A contractor’s current compliance follows them all the way to the job and the site gate — and Complys keeps monitoring it afterwards, so an approved contractor stays approved or you are the first to know when something lapses.
Expiry monitoring
Track insurance, accreditations, certificates and training with certificate expiry tracking.
Automatic reminders
Notify people before something becomes overdue.
Live contractor status
See who is compliant, expiring or needs attention.
Compliance history
Keep evidence of what was submitted and completed.
Contractor onboarding software vs email and spreadsheets
| Process | Email / spreadsheet | Complys |
|---|---|---|
| Request documents | Manual, per email | Centralised requirement list |
| Document upload | Email attachments | Secure online upload |
| Expiry tracking | Spreadsheet / calendar | Automated reminders |
| Missing documents | Manual checking | Automatically flagged |
| Worker records | Separate files | Worker passports |
| Inductions | Separate system | Connected & recorded |
| Site access | Disconnected | Compliance-linked QR |
| Contractor status | Hard to see | Live dashboard |
| Audit trail | Fragmented | Central record |
Try contractor onboarding free for 90 days
No credit card, and nothing charged automatically when the trial ends. Keep your data and decide in your own time whether Complys is right for you.
Start onboarding contractors →Who is contractor onboarding software for?
Any business that brings contractors or subcontractors on to check they are safe and compliant before they start.
Main contractors
Pre-qualify subcontractors before they reach site.
Learn more →Property & lettings
Onboard trades and maintenance contractors across property portfolios.
Learn more →Facilities management
Control contractors working across multiple client locations.
Learn more →Manufacturing
Pre-qualify external contractors before specialist or high-risk work.
Learn more →Housing providers
Manage contractors working across housing portfolios.
Learn more →Logistics & multi-site
Apply consistent onboarding requirements across every location.
Learn more →Example: onboarding a new scaffolding contractor
A main contractor needs a scaffolding company for a new project. Here is the same flow in practice.
- 1InviteInvite the scaffolding company through Complys.
- 2Request evidence£10m PL, £10m EL, CHAS/SSIP, CISRS cards, RAMS, H&S policy.
- 3Contractor uploadsThey provide the evidence securely from their phone.
- 4Complys checksDocuments are validated and any missing requirements flagged.
- 5Add workersWorkers and CISRS qualifications are added.
- 6Site inductionWorkers complete the project's site induction.
- 7ApprovedRequirements satisfied — the contractor is approved.
- 8Compliant site accessWorkers gain QR site access tied to their live compliance.
Contractor onboarding software — FAQs
What is contractor onboarding software?
Contractor onboarding software is a system for bringing a new contractor or subcontractor into your supply chain: requesting the documents and information you need, collecting them in one place, checking they are valid, and keeping them monitored. Complys does this as one connected flow — from invitation through to approval and ongoing compliance.
What information should be collected when onboarding a contractor?
Typically company details, insurance (public and employers' liability), accreditations such as CHAS or SafeContractor, an H&S policy, RAMS, trade qualifications, worker certificates and training, DBS where applicable, and any client-specific questions. Complys lets you set exactly which of these each contractor must provide.
Can Complys onboard subcontractors?
Yes. You send an onboarding invitation, the subcontractor completes their company profile and uploads the requested evidence, and Complys checks it and flags anything missing — all before they start work.
Do contractors need a Complys account to submit documents?
Subcontractors can upload requested documents through a secure link without creating an account. Creating an account gives them more — a reusable profile, worker passports and a live compliance status they can share with other clients — but it is not required just to respond to a request.
Can different contractors have different onboarding requirements?
Yes. You choose the requirements relevant to each contractor and the work they do, so a scaffolder, a gas engineer and an electrician are each asked for the right documents rather than a single generic list.
Can Complys check contractor insurance?
Yes. Complys reads uploaded insurance documents and checks details such as the insurer, policy dates, cover amount, type of cover and scope, so you can see whether a policy meets your requirement rather than opening every PDF by hand.
Can Complys manage contractor expiry dates?
Yes. Insurance, accreditations, certificates and training are monitored for expiry, with automatic reminders before they lapse so a contractor does not drift out of compliance unnoticed.
Can workers complete site inductions through Complys?
Yes. You assign an induction, workers complete it on their phone — reading or watching the content, answering questions and signing a declaration — and completion is recorded in their worker passport.
Can contractor onboarding connect with site access?
Yes. Because Complys holds each worker's live compliance, QR site sign-in can check it at the gate and show ready for site or action required, so onboarding carries through to who is actually allowed on site.
Is Complys suitable for property management companies?
Yes. Property and lettings businesses use Complys to onboard maintenance contractors, engineers and trades across their portfolios.
How much does contractor onboarding software cost?
You can start onboarding contractors free, with no card required. See Complys pricing for plans as your needs grow.
Stop chasing contractors. Start onboarding them properly.
Bring contractor documents, compliance checks, workers, inductions and ongoing monitoring into one place. Invite your first contractor and see exactly what is missing before they start work.
Managing hundreds or thousands of contractors? Talk to our team about enterprise onboarding →
Related: contractor pre-qualification software, worker passports, RAMS builder, and all workflows.