Contractor and supplier documents, collected before the first payment
HelloFriday asks new contractors and suppliers for registration, insurance, bank details and a signed agreement. It checks each file, files it and chases what is missing, so you know what is outstanding before the first payment.
- Business registrationRequestedReceivedCheckedFiledRegistration
- Insurance certificateRequestedReceivedCheckedCover expired. New certificate requestedFiledInsurance
- Bank detailsRequestedReceivedCheckedFiledPayments
- Signed agreementRequestedReceivedCheckedFiledAgreements
- LicencesRequestedReceivedCheckedFiledLicences
Documents to collect from contractors and suppliers
This is a typical list. You can add, remove or reword any item for each type of supplier.
| Document | What Friday checks | Filed under |
|---|---|---|
| Business registration | What Friday checksName and number match the supplier record | Filed underRegistration |
| Insurance certificate | What Friday checksType of cover and expiry date | Filed underInsurance |
| Bank details | What Friday checksAccount name and details are complete | Filed underPayments |
| Signed agreement | What Friday checksSigned, dated and the correct version | Filed underAgreements |
| Licences | What Friday checksCurrent and relevant to the work | Filed underLicences |
How contractor and supplier onboarding runs
It starts when a contractor or supplier is added and ends when they are ready for the first payment.
- 1
Contractor is added
Adding them starts the request. Friday sends one email with one link.
- 2
Documents arrive
Friday checks each file against its item and flags anything expired, unsigned or unreadable. For insurance it reads the type of cover and the expiry date.
- 3
Gaps are chased
Friday follows up on what is missing, on the schedule you set, and stops once the list is complete.
- 4
Ready to pay
With the file complete, the first payment can go ahead. Every request and file is logged on the record.
Questions about contractor and supplier documents
Which documents can I ask suppliers for?
Any you list. The table above is a typical starting point, and you can change it for each type of supplier.
What if an insurance certificate has expired?
Friday flags the expiry date and asks for a current certificate. The item stays open until one arrives.
Can I approve requests before they are sent?
Yes. At the Assisted level Friday drafts the request and you approve it before it goes out.
Does the supplier need an account?
No. They use one link, from a phone or a computer.
Get your next supplier ready to pay
Start with one supplier and one checklist.