Platform workflow
Avetta
Used for customer portal tracking and review reminders.
2 need attention11 documents across 3 customers
11documents
2need attention
0high attention
3customers
Accounts
Customers
Prioritized
Documents
Site Orientation Roster
Expiring
Chevron Contractors · Training · Aug 12, 2026
Employee Training Roster
Expiring
Skyline Mechanical · Training · Sep 11, 2026
Certificate of Insurance
Current
Chevron Contractors · Insurance · Oct 26, 2026
OSHA 10 Training Cards
Current
Canyon Ridge Builders · Training · Dec 25, 2026
Certificate of Insurance
Current
Skyline Mechanical · Insurance · Feb 3, 2027
First Aid/CPR Certification
Current
Canyon Ridge Builders · Training · Feb 3, 2027
Certificate of Insurance
Current
Canyon Ridge Builders · Insurance · Feb 23, 2027
Safety Questionnaire
Current
Canyon Ridge Builders · Safety · No date
W-9
Current
Canyon Ridge Builders · Business · No date
W-9
Current
Skyline Mechanical · Business · No date
W-9
Current
Chevron Contractors · Business · No date