DOCUMENTS AND COMPLIANCE

Keep provider documents close to the work they support.

Organize insurance, licenses, agreements, W-9s, safety documents, certifications, expiration dates, and review status with each provider record.

Provider document list with recent documents and RFQ summary

Document readiness should be visible before dispatch, RFQ award, or renewal.

InsuranceLicensesAgreementsW-9sSafety filesCertificationsExpiration datesReview status
Document reviewCompliance readiness by provider
31current docs
7expiring soon
3needs review
InsuranceGeneral liability COI expires Aug 14
Renewal
LicenseState electrical license on file
Current
AgreementMSA missing countersignature
Review
Safety fileSite rules acknowledged for dispatch
Ready

FacilitatorIQ helps organize the review. Your team still approves the provider.

FacilitatorIQ helps teams organize provider information, documents, coverage, and performance history. Facility teams remain responsible for confirming that a provider is appropriate for the specific work, including licensing, insurance, qualifications, availability, safety requirements, and contract terms.

Approval trailOrganized review, not blind certification
CollectProvider uploads the latest file
Input
ReviewFacility team confirms it fits the work
Owner
UseReadiness appears before dispatch or award
Visible
FAQ

Common questions

Does FacilitatorIQ certify that a provider is compliant?

No. FacilitatorIQ helps organize documents and review status. Facility teams remain responsible for evaluating provider suitability.

Can providers upload renewals themselves?

Yes. Invited providers should be able to maintain documents through their provider account.

FREE FOR FACILITY TEAMS

Keep provider documents, expirations, and review notes in one place.

Import your current network, organize facility work, and use FacilitatorIQ when you need additional coverage, competitive bids, or better pricing context.