Managing Agents and Customers list (contractors)

The Managing Agents/Customers list displays all clients who have officially added your company to their approved contractor list.

Note: A client will only appear on this list if they have initiated the connection by adding you to their specific contractor database.

The dashboard is organised into several columns to help you identify and communicate with your clients:

• Your Client: Displays the logo and name of the Managing Agent or Customer 

• Phone Number: Direct contact information for the client’s office.

• Invoice Handling Email: The specific email address where invoices should be sent for processing.

• Supports Online Invoice Handling: A green checkmark indicates the client accepts digital invoice submissions through the platform.

• Managing Agent Document Status: Indicates whether your compliance paperwork is up to date.

The most critical part of this dashboard is the Managing Agent Document Status column. Your ability to work with a client may depend on these indicators:

🟢 Green Checkmark

All required documents have been read, signed, or uploaded. No further action is required.

🔴 Red Exclamation Mark (!)

There are outstanding documents that require your attention. This could include:

• New Terms of Service to agree to.

• Updated Health & Safety policies.

• Expired Insurance Certificates that need re-uploading.

To resolve this: Click directly on the red indicator to open the document viewer, read the required files, and provide your digital signature or agreement.