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Projects & Reports
Group contractors by job, set per-project requirements, and export reports.
- What Projects are — and renaming them Pro plan Group contractors by job or property, and call the grouping whatever your business calls it.
- Set per-project insurance requirements Pro plan Require higher limits on one job than your organization-wide default.
- Assign contractors to a project Pro plan Add contractors to a job and see which of them fall short of that job's requirements.
- Export a compliance report Pro plan Produce a PDF or Excel report for an owner, an auditor, or your own records.
- Export your organization's data Take a full copy of everything you hold in TrackMyVendor.
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