Contractors & jobs

An approved contractor network — and jobs that can't go to the wrong hands

Keep a vetted list of contractors with every insurance and accreditation in date, then raise maintenance jobs that won’t let an out-of-date contractor on site and won’t overspend without landlord sign-off.

This guide runs the whole loop: building the network, keeping cover current, and taking a job from raised to signed-off.

Guide · Contractor network & maintenance jobs · ~7 min read
Only approved, insured contractors get work
AI reads certificates so you don't retype
See spend, speed and performance by trade

How it works

Your contractor network is a list of contractor passports — each holding accreditations and liability insurances with expiry dates you approve. When you raise a maintenance job on a property, you pull an approved contractor onto it; a compliance gate checks their cover is current before they can attend, and jobs over your spend limit wait for landlord approval. Everything is timestamped, so you always have the audit trail.

Why it helps
The payoff: you can prove that every contractor who touched a property was approved and insured at the time, and that big spends were signed off — without keeping a separate spreadsheet of insurance dates.

1 · Build your contractor network

  1. 1

    Add a contractor

    From Contractor network, add a contractor with their company and contact details, accreditation and public/employers’ liability insurance.

    What you’ll see: A passport with company name, contact, accreditation (SSIP/CHAS) and PL/EL insurance expiry dates.
  2. 2

    Let the AI reader fill it in

    Upload a certificate — an insurance schedule or an accreditation — and Complys reads it and pre-fills the passport, so you’re not copying figures off a PDF by hand.

    What you’ll see: Extracted insurer, cover amount, reference and expiry dates dropped into the passport for you to confirm.
  3. 3

    Approve or block

    Vet each contractor and Approve the ones you’ll work with (or Block the ones you won’t). A clear insurance lapsed flag shows anyone whose cover has run out.

    What you’ll see: Approved contractors are available to pull onto jobs; blocked ones aren't.

2 · Raise and run a maintenance job

  1. 1

    Raise the job from the property

    Raise a job on the property with a description, priority and photos. It appears on the maintenance jobs board.

    What you’ll see: A jobs board with priorities, photos and an 'Approval needed' filter.
  2. 2

    Assign an approved contractor

    Pull an approved contractor straight from your network onto the job — their compliance details come with them.

    What you’ll see: A 'Load from network contractor' picker auto-fills accreditation and PL/EL insurance expiry from the passport.
  3. 3

    Clear the compliance gate

    The job’s compliance gate checks the contractor (and, where relevant, the worker’s qualification) is in date before they can attend. Nobody out of cover gets on site.

    What you’ll see: If insurance or accreditation is expired, the job is blocked with the reason shown; when everything's in date it reads 'authorised to attend'.
  4. 4

    Schedule, attend and cost it

    Book the appointment, check in on site, and set the cost. A job priced over your threshold is held as awaiting landlord approval until the landlord signs off.

  5. 5

    Complete with evidence

    Mark the job complete with evidence (photos, a completion note), confirm it, and it’s closed against the property with the whole trail recorded.

    What you’ll see: A full job timeline of every action, plus photos and costs, kept on the property's history.

3 · See the numbers

The analytics view turns all this activity into insight: repair turnaround times, spend by trade, contractor performance and your overall compliance percentage. It’s how you spot the contractors who deliver, the trades eating the budget, and whether compliance is trending the right way.

Why teams use it

No lapsed-cover surprises

Insurance and accreditation expiries are tracked, and the compliance gate stops an out-of-date contractor being assigned.

Faster onboarding

The AI document reader pulls details straight off certificates, so adding a contractor takes seconds, not a retype.

Spend under control

Landlord approval thresholds mean large repairs always get sign-off, with an audit trail on the job.

Proof on demand

A full timeline on every job shows who attended, when, at what cost and under what cover — ready for any audit or dispute.

Questions people ask

What is a contractor passport?
A single record for a contractor holding their accreditations (SSIP/CHAS), public and employers' liability insurance and expiry dates. You approve or block each one for your company, so only vetted contractors get work.
How does the AI document reader help?
Upload a contractor's certificate — an insurance schedule or an accreditation — and Complys reads it, pulling out the insurer, cover amount, reference and expiry dates to pre-fill the passport, so you're not retyping from a PDF.
What stops an out-of-date contractor being sent to a job?
The job's compliance gate checks the contractor's insurances and accreditation are in date before they can be assigned. If cover has lapsed the job is blocked until it's resolved, with the reason recorded.
How does landlord approval fit in?
Set a repair approval threshold. A job priced above it is held as 'awaiting landlord approval' until the landlord signs off, so no large spend goes ahead without a record.
What can I measure?
Analytics show repair turnaround times, spend by trade, contractor performance and your overall compliance percentage — so you can see which contractors deliver and where money goes.

Build a network you can trust to attend

Add your contractors, let the AI reader capture their cover, and raise jobs that only go to approved, insured hands. Start free.

No card required · Free plan available · UK-built