Platform workflow
Customer Portal
Direct customer upload portal used for smaller accounts.
0 need attention5 documents across 8 customers
5documents
0need attention
0high attention
8customers
Accounts
Customers
Prioritized
Documents
Initial Training Roster
Current
Mesa County Facilities · Training · Sep 26, 2026
Safety Manual
Current
Prairie Wind Services · Safety · Jan 4, 2027
Certificate of Insurance
Current
Prairie Wind Services · Insurance · Jan 19, 2027
W-9
Current
Mesa County Facilities · Business · No date
W-9
Current
Prairie Wind Services · Business · No date