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list of contractors with every insurance and accreditation in date, then raise maintenance jobs that won’t let an out-of-date contractor on site and won’t overspend without landlord sign-off.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.
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.
1 · Build your contractor network
- 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
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
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
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
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
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
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
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
Insurance and accreditation expiries are tracked, and the compliance gate stops an out-of-date contractor being assigned.
The AI document reader pulls details straight off certificates, so adding a contractor takes seconds, not a retype.
Landlord approval thresholds mean large repairs always get sign-off, with an audit trail on the job.
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?
How does the AI document reader help?
What stops an out-of-date contractor being sent to a job?
How does landlord approval fit in?
What can I measure?
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