Built around your business.
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Insurance submissions & history
Share coverage details with the original policy.
Upload the policy PDF, enter insurer, coverage and expiry information, then review and sign the insurance declaration. Keep the signed submission history; a renewal creates a new version rather than changing the previous signed record.
Your insurance documentation
How it works
- 01
Original policy
Upload the policy and enter coverage and expiry details.
- 02
Declaration
Review the information and sign the required declaration.
- 03
History
Keep prior signed versions when a renewal is submitted.
Projects & contracts
Keep scope, assignment and agreement aligned as work moves forward.
Explore this areaShared project information
Work from the relevant context.
Explore this toolScope-linked contracts
Connect the agreement to the job.
Explore this toolSubcontractor profile & documents
Keep business information organized.
Explore this toolScope completion & shared reviews
Know which parts of the work are finished.
Explore this toolAssigned project tasks
Find the work that needs your attention.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.