Sidecar Public demo · sample data
Resources Documentation Common setup patterns Learn More Settings Log in
Demo workspace — changes may be reset and should not be used for real customer data.

Shared records

Documents

Track files and records, including expiration dates and waiting state. Documents may satisfy customer requested items, but they are not the same thing.

Export
Excel CSV

Document intake

Drag and drop a PDF, PNG, or JPG here, or click Add Document.

Submitting the intake form creates a draft document record. Sidecar then scans the file and suggests title, category, and dates; those extracted values are not applied until you review them.

Add document

Bring a document into Sidecar

Submitting creates the document record from your filename or manual entries, then runs OCR. Suggested title, category, effective date, and expiration date remain pending until you apply them.

Use this when the document belongs to a subcontractor, employee, or other tracked party.

Prefer manual entry? Fill in the fields and leave the upload blank.

OCR intake

Review before Sidecar scans

Submitting creates the document record from your filename or manual entries, then runs OCR. Suggested title, category, effective date, and expiration date remain pending until you apply them.
32matching documents
4need attention
2high attention
2expired or stale
0missing or unknown
14without a date
2waiting on someone
Filters
Clear

Showing 1-32 of 32 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
Employee Training RosterBelongs to Summit Field Services Field Crew (Internal Company) · Training · Manual · Field supervisor is gathering updated employee training dates. Red Mesa Utilities 1 linked ISNetworld Jun 26, 2026 Expired Waiting on Employee Follow up Jun 27, 2026 Waiting
Certificate of InsuranceBelongs to Apex Trenching LLC (Subcontractor) · Insurance · Manual · Renewal is inside the normal review window. Northstar Pipeline Maintenance 1 linked Veriforce Jul 16, 2026 Expired Not waiting No request needed
Site Orientation RosterBelongs to Workspace / primary company · Training · Manual · Roster was checked against the onboarding list. Chevron Contractors 1 linked Avetta Aug 12, 2026 Expiring Not waiting No request needed
Employee Training RosterBelongs to North Yard Crane Crew (Other) · Training · Manual · Portal upload was completed after employee dates were checked. Skyline Mechanical 1 linked Avetta Sep 11, 2026 Expiring Not waiting No request needed
Initial Training RosterBelongs to Workspace / primary company · Training · Manual · Payroll export is being checked before the roster is finalized. Mesa County Facilities 1 linked Customer Portal Sep 26, 2026 Current Not waiting No request needed
Operator Qualification RosterBelongs to North Yard Crane Crew (Other) · Training · Manual · Roster was reviewed during the last customer package check. Northstar Pipeline Maintenance 1 linked Veriforce Oct 16, 2026 Current Not waiting No request needed
Certificate of InsuranceBelongs to Blue Mesa Traffic Control LLC (Subcontractor) · Insurance · Manual · Broker confirmed revised endorsement is being issued. Chevron Contractors 1 linked Avetta Oct 26, 2026 Current Waiting on Broker Follow up Jul 2, 2026 Waiting
Site Orientation RosterBelongs to Summit Field Services Field Crew (Internal Company) · Training · Manual · Roster was uploaded after the field lead confirmed attendees. Pine Valley Utilities 1 linked ISNetworld Oct 26, 2026 Current Not waiting No request needed
Certificate of InsuranceBelongs to Workspace / primary company · Insurance · Manual · Current certificate is filed with the customer package. Red Mesa Utilities 1 linked ISNetworld Nov 20, 2026 Current Not waiting No request needed
Certificate of InsuranceBelongs to Reyes Electrical Services (Company) · Insurance · Manual · Broker sent the updated certificate for portal upload. Harbor Lift Services 1 linked Veriforce Nov 30, 2026 Current Not waiting No request needed
OSHA 10 Training CardsBelongs to Summit Field Services Field Crew (Internal Company) · Training · Manual · Crew cards were reviewed during the annual check. Canyon Ridge Builders 1 linked Avetta Dec 25, 2026 Current Not waiting No request needed
Safety ManualBelongs to Workspace / primary company · Safety · Manual · Safety manual is filed for onboarding review. Prairie Wind Services 1 linked Customer Portal Jan 4, 2027 Current Not waiting No request needed
Certificate of InsuranceBelongs to Workspace / primary company · Insurance · Manual · Current certificate is filed for onboarding. Pine Valley Utilities 1 linked ISNetworld Jan 9, 2027 Current Not waiting No request needed
Certificate of InsuranceBelongs to Workspace / primary company · Insurance · Manual · Current certificate is filed with the customer package. Prairie Wind Services 1 linked Customer Portal Jan 19, 2027 Current Not waiting No request needed
Certificate of InsuranceBelongs to Workspace / primary company · Insurance · Manual · Current certificate is filed with the customer package. Skyline Mechanical 1 linked Avetta Feb 3, 2027 Current Not waiting No request needed
First Aid/CPR CertificationBelongs to Cole Ramirez (Employee) · Training · Manual · Named employee card is kept on hand for customer review. Canyon Ridge Builders 1 linked Avetta Feb 3, 2027 Current Not waiting No request needed
Certificate of InsuranceBelongs to Workspace / primary company · Insurance · Manual · Current certificate is filed for the annual package. Canyon Ridge Builders 1 linked Avetta Feb 23, 2027 Current Not waiting No request needed
Certificate of InsuranceBelongs to Workspace / primary company · Insurance · Manual · Current certificate is filed for the next review cycle. Foothill Energy Cooperative 1 linked ISNetworld May 4, 2027 Current Not waiting No request needed
Safety Manual AcknowledgmentBelongs to Workspace / primary company · Safety · Manual · Acknowledgment is ready to include with the portal packet. Harbor Lift Services 1 linked Veriforce No date Current Not waiting No request needed
Safety QuestionnaireBelongs to Workspace / primary company · Safety · Manual · Current questionnaire is filed with the renewal packet. Canyon Ridge Builders 1 linked Avetta No date Current Not waiting No request needed
Safety QuestionnaireBelongs to Workspace / primary company · Safety · Manual · Revised questionnaire copy is filed; customer is reviewing the submitted answers. Pine Valley Utilities 1 linked ISNetworld No date Current Not waiting No request needed
Safety QuestionnaireBelongs to Workspace / primary company · Safety · Manual · Routine questionnaire is filed with the account record. Foothill Energy Cooperative 1 linked ISNetworld No date Current Not waiting No request needed
W-9Belongs to Workspace / primary company · Business · Manual · Signed copy is filed with the customer package. Canyon Ridge Builders 1 linked Avetta No date Current Not waiting No request needed
W-9Belongs to Workspace / primary company · Business · Manual · Signed copy was received with the onboarding packet. Pine Valley Utilities 1 linked ISNetworld No date Current Not waiting No request needed
W-9Belongs to Reyes Electrical Services (Company) · Business · Manual · Signed copy is filed with the customer record. W-9s do not expire; this is kept as an on-file tax record. Harbor Lift Services 1 linked Veriforce No date Current Not waiting No request needed
W-9Belongs to Miller Concrete LLC (Subcontractor) · Business · Manual · Signed copy was received with the new vendor packet. W-9s do not expire; this is kept as an on-file tax record. Mesa County Facilities 1 linked Customer Portal No date Current Not waiting No request needed
W-9Belongs to Workspace / primary company · Business · Manual · Signed copy is filed with the customer record. Skyline Mechanical 1 linked Avetta No date Current Not waiting No request needed
W-9Belongs to Miller Concrete LLC (Subcontractor) · Business · Manual · Signed copy is filed with the customer record. W-9s do not expire; this is kept as an on-file tax record. Foothill Energy Cooperative 1 linked ISNetworld No date Current Not waiting No request needed
W-9Belongs to Workspace / primary company · Business · Manual · Signed copy is filed with the customer record. Red Mesa Utilities 1 linked ISNetworld No date Current Not waiting No request needed
W-9Belongs to Workspace / primary company · Business · Manual · Signed copy is filed with the customer record. Northstar Pipeline Maintenance 1 linked Veriforce No date Current Not waiting No request needed
W-9Belongs to Workspace / primary company · Business · Manual · Signed copy is filed with the customer record. Prairie Wind Services 1 linked Customer Portal No date Current Not waiting No request needed
W-9Belongs to Workspace / primary company · Business · Manual · Signed copy is filed with the customer record. Chevron Contractors 1 linked Avetta No date Current Not waiting No request needed