See which contractor prerequisites still need an owner.

How to build your contractor readiness checklists

1. 1

   Describe the job

   Keep contractor assignments and outstanding administrative documents visible before a site handoff.

2. 2

   Review the first version

   Choose how the site administrator records the Contractor and how the document reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your contractor readiness checklists

• Keep the Contractor in context

  Keep Contractor, site, assignment, document checklist, received status, reviewer, outstanding item and readiness review together so the next person can understand the request or record.

• When the next step needs a decision

  Record the fictional contractor, site contact and required documents. Two requested documents arrive while one remains outstanding.

• Keep readiness review visible

  Record administrative readiness without implying a work permit or safety approval.

• Choose what each person needs

  Give the site administrator a working view and the document reviewer a review view. Keep Contractor and site attached to the decision as the work moves between them.