Compliance tab on Creditor Profile
We would like to see a "Compliance" tab on the Creditor profile, so we can add the Insurance/Certificate of Currency documents. thank you

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Esin Akpinar commented
All creditors that provide Public Liability and Insurance details - similar to Property Compliance with expiry dates so that we can produce reports for Plumbers, Electricians, and any other trade
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Jeanette Scala commented
It would be handy if there was an option to enter creditor insurance details so we can ensure we are using licensed tradespeople. REST gave you this option and would alert you when their license expired.
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Julie Vozzo commented
also contractor license's as well
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Kirstin Brown commented
I have set up Contractor Insurances under Compliance Register so it can send alerts and you can run reports
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Daniel Lozina commented
Add a tab in the creditor window "compliance" to add their insurances, licenses etc. and an area where you can enter the date it expires.
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Alex Collins commented
An area with the ability to add, store, track and report on creditors Public Liability, License's etc.
Currently they are visible and reportable in Maintenance+ - should you not have the product though, you cannot.
It would be a great function to have visibility in core PT, that way it can also talk to M+ also.
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Melanie Jacobs commented
I'd like a dedicated compliance tab within creditors, you can enter and upload insurance details and set a date for renewals. have this then link to work orders so that you can not send a work order to a contractor with out of date insurance. Also set it up to automatically email trades to ask for updated insurance.
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Alex Collins commented
I would love to see PT create a section for agents to track compliance requirements for Trades within PT, as currently there is no place to put creditor insurance details, so you can’t run a basic report to see which trade has expiring insurance details so we can ensure we chase them up to get these documents.
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Zara Choi commented
Ability to enter the company for Landlord Insurance when Managed by Owner is selected.
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Melissa Hastie commented
Used the same as owners managements, smoke alarms and owners insurances this will give us a place to easily record and follow up outdated contractors. Having the ability to also send out reminders and requests for updates would be the biggest time saver.