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← Customers

Avetta

Canyon Ridge Builders

Healthy renewal account. Recent package review found no immediate tracked gaps.

Tracking scopeCustomer-requested items and administrative follow-up
Customer actions
Export
Excel package CSV package

Operational Focus

No immediate action required.

Nothing is overdue, stale, or due for follow-up right now.

Customer summary
Current records do not show urgent blockers for this customer.

Workflow status

Package progress 100%

Customer package status

4 accepted and 1 not applicable out of 5 required items.

  • 5required
  • 4accepted
  • 0submitted for review
  • 0ready to submit
  • 0missing / in progress
  • 0waiting
  • 1not applicable

Low attention · 0/100

No active risk signals for this customer.

Internal workflow priority only.
Not a compliance determination.

Internal follow-up

Tasks (0 open)

Team actions tied to this customer, platform, or document.

+ Add task

Requested by: Maya Admin

Use this when the task must be finished before the customer package can move forward.

Quarterly package review

Avetta · Jun 21, 2026 · Assigned to Maya Admin · Low priority · Routine review was completed during the normal account check.

Tracked files

Documents (0 attention)

Files and records that may satisfy requested items.

View all for customer
+ Link document

No active document work for this customer. Use View all for customer to see every linked document.

Customer-requested requirements

Requested Items (0 active)

Package items the customer asked for. Link a document when a tracked file satisfies the request.

+ Add requested item

Use this when the customer is asking for a subcontractor, employee, or other party’s document.

No active customer-requested items need attention.

Show 5 accepted or not-applicable item(s)
Keep First Aid/CPR card on file

Customer-requested · For Cole Ramirez (Employee) · First Aid/CPR Certification · Employee card is current and filed for this customer package.

Edit item
Maintain safety questionnaire

Customer-requested · For workspace / primary company · Safety Questionnaire · Customer confirmed this form is not needed for the current renewal.

Edit item
Provide current COI

Customer-requested · For workspace / primary company · Certificate of Insurance · Customer package record is complete for this cycle.

Edit item
Provide signed W-9

Customer-requested · For workspace / primary company · W-9 · Signed tax form is on file.

Edit item
Upload OSHA 10 cards

Customer-requested · For Summit Field Services Field Crew (Internal Company) · OSHA 10 Training Cards · Crew training cards are filed for review history.

Edit item

Trust history

Recent Activity

Package review completed

2026-06-21 10:00 · Maya Admin · Maya reviewed the tracked customer package and found no immediate follow-up work.

Customer setup · platforms and contacts

Manage platform assignments and request recipients when this customer setup changes.

Platform assignments

Platforms

+ Assign platform

Request recipients

Contacts

+ Add contact
Shawn Patel

Broker · Primary · [email protected] · Insurance certificate contact.

Edit
Monica Lane

Customer · Primary · [email protected] · Vendor coordinator for annual package review.

Edit