Create a Contract

The next step is to assign the contractor to the project they are providing services for. If you have created the intended project in Asuretify, You should see that on screen and be able to assign the contractor.

If you have not created the project in Asuretify yet, you can select 'Add New Project'. Further details about creating a project are available under the 'Creating & Managing Projects, Locations, & More section of the Requestor Help Material.

After, you will need to fill in fields with the contract information. You will need to provide:

• Contract Value

• Estimated Start Date

• Estimated Completion Date

• Select a trade (List of the trade categories & classifications opens so the most detailed & accurate selection is made)

• Adding Scope of Work is optional

• If you have a contract number, you can provide it

• Then verify the contract currency

Now you will need to assign the insurance requirements for this project. We understand inputting insurance coverage can be tedious and leave room for error, so we have developed an area in our system to allow you to create sets of insurance requirements that are customizable to your needs and can be save to be used for other contracts.

If you have created the insurance requirement already, you can select that requirement now, otherwise, you can select the Plus sign (+) button to add those details now and assign to this contract. After, you can request additional documents that may be unrelated to coverage, like licenses or tax forms.

Next is the optional step to add an agreement. If you would like to add any agreements such as Terms and Conditions, Acknowledgements, or any other Contract Service Agreement that are shown Prior to onboarding.

If you select 'No agreement needed', you will be directed to the summary screen to review the contract details and make any revisions if necessary.

If you select to add an agreement, you will be directed to that step. Using Mergeable Tokens within the Asuretify system allows you to create agreement templates that can be personalized for each project, contractor, or contract. When using a token in the template, our system gathers the specific details to replace the place holder and the contractor is shown the completed message with the relevant details filled in where the token was used.

Below is an example of an agreement template and how it appears to a contractor when they are onboarding:

Similarly, you can add Final Terms and Conditions with the same template creating process using Mergeable Tokens. When you're finished, continue to the Contract Summary Screen to review the details and make any revisions.

Great work! You're nearly finished! Once you verified the contract details are correct, you can click to invite the contractor to begin onboarding. They will receive an email notification containing a link to access Asuretify and provide their coverage documents for verification.