What it is and why it helps
Prequalification collects company, safety, insurance, capacity, and reference information before work is awarded. It is separate from ongoing document renewal tracking.
How to use it
- Build a questionnaire in the free builder or workspace New Form.
- Save to your organization and send invitations from Prequalification.
- Follow application progress and open submissions.
- Review answers, request corrections, and record a decision.
Access and scope
Owners and workspace administrators manage forms and applications. Applicants use private links without accounts. Decisions apply to an application's scope, not every project.
New forms and invitations use configured allowances independently of the paid compliance plan. Existing applications remain readable when new work is blocked. Ongoing tracking requires an explicit transfer.