Insurance & licence verification
Records contractor insurance, licence, worker eligibility and compliance evidence for verification and onboarding. A live form your crew fills on their phones, not a Word template you retype on every site.
- Contractor insurance
- Licence
- Worker eligibility
- Compliance evidence for verification
- Onboarding
This form, the other 276 in the library and Eaco AI, live in your workspace the moment you subscribe. Branded to your business, ready on your phone in minutes. Cancel anytime.
Rendered from the live form itself. Your logo replaces the placeholder the day you subscribe.
When you need this form
Contractor onboarding starts here. Before a trade sets foot on a managed asset, someone has to sight the public liability certificate, the workers compensation policy, the trade licence and the right to work. Strata committees and asset owners carry the consequences when an uninsured contractor causes damage, so verification is a gate, not a formality. Expiry dates make it a recurring one.
A PDF certificate sitting in an inbox is not verification. It has no expiry tracking, no record of who checked it, and no way to prove it was current on the day the work happened. A live form attaches the certificate, captures the policy number and expiry, and stamps the verifier. Renewals become a scheduled prompt instead of a discovery.
What good looks like
- Insurer, policy number, cover amount and expiry captured for each policy.
- Certificate of currency attached as a file, not just referenced.
- Trade licence numbers recorded with the licence class and holder's name.
- Worker right-to-work and ticket evidence checked and dated.
- Verifier named, with the date checked and the next review date set.
Insurance & licence verification, answered
Is this a PDF or Word template?
Neither. It is a live form: your crew opens it on their phones, ticks it through, attaches photos and signs on the glass. Every submission is timestamped, GPS-pinned and stored as proof.
What insurances should I verify before engaging a contractor?
Public liability at the level your contract requires, workers compensation covering their staff, and professional indemnity where they give advice or design. Vehicle and plant cover applies where relevant to the scope.
How often should contractor insurance be re-checked?
At every policy expiry, and again before any new scope of work. Most asset managers set a review date on the record so the check happens before a certificate quietly lapses.
Can I buy just this one form?
It comes with the plan: this form, the other 276 in the library and Eaco AI for $29 a month, GST included. Cancel anytime.