Define requirements
Set the insurance, license, bonding, safety, and agreement requirements your vendors need before they start work.
Compliance visibility before work starts.
Keep vendor documents, insurance, licenses, review status, and expiration risk close to the work they support, so teams can move quickly without losing control.
THE WORKFLOW
A cleaner path from document request to approved vendor.
Compliance should not be a last-minute scramble. FacilitatorIQ keeps the required files, review decisions, and vendor readiness signals visible to the whole team.
Collect documents
Give vendors a cleaner path to upload files and keep their compliance package current.
Review status
Track what is approved, missing, rejected, expired, or waiting on follow-up in one view.
Keep the record
Preserve documents, decisions, notes, and vendor history so your team can audit later without digging.
DOCUMENT READINESS
Keep the files that matter close to every vendor relationship.
Track the practical compliance items facility teams need before vendors are invited, awarded, or sent on site.
General liability insurance
Workers’ compensation
W-9 and tax documents
Business licenses
Trade certifications
Safety documentation
Service agreements
Bonding documents
RISK VISIBILITY
Spot gaps before they become operational problems.
The right compliance workflow helps teams move faster because they can see what is ready, what is missing, and what needs attention.
Missing documents
Know what is incomplete before a vendor is assigned to work.
Expiring files
Spot documents that need renewal instead of finding out after the fact.
Unverified vendors
Create a clear review path before vendors are approved for facilities.
Lost decision history
Keep review notes and outcomes attached to the vendor record.
WHY IT MATTERS
Compliance should not live in email attachments.
When document review is scattered, teams lose status, expiration context, and the reason behind approval decisions.
Compliance area
FacilitatorIQ
Email
Drive folders
Document collection
Vendor upload workflow
Inbox attachments
Shared folders
Review status
Approved / rejected / missing
Manual follow-up
Filename guessing
Expiration tracking
Visible by vendor
Calendar reminders
Often missed
RFQ readiness
Compliance near the work
Separate process
Hard to verify
Audit trail
Saved decisions and notes
Scattered emails
Limited context
READY BEFORE WORK STARTS
Give every award decision better compliance context.
Before a vendor is awarded work, your team should know whether critical documents are present, current, and reviewed.
Required documents are defined by vendor type
Insurance and licenses are current
Expired or rejected files are visible
Review decisions are saved with notes
RFQ awards can reference compliance status
Team members can see the same source of truth
READY TO REDUCE COMPLIANCE FRICTION?
Centralize vendor documents and keep readiness visible.
Bring requirements, uploads, review status, expiration awareness, and vendor history into one connected facility workflow.