Get your paperwork ready for the next step.
Four focused tools for UK contractors. Organise renewal documents, keep records together, check for work that may not have been invoiced and prepare evidence for extras.
Choose the task you need help with below. Each button takes you to the full information page, where you can read about the service before deciding whether to continue.
Renewal Pack
Your broker needs the paperwork, but the files are scattered across folders. Bring the relevant documents together in an organised pack you can check and send.
- Insurance documents, tickets, RAMS and vehicle records organised by type.
- A cover sheet and index to help the recipient find the files.
- One downloadable ZIP for your review.
Choose this when: you need a one-off document pack for a renewal.
Renewal Room
Certificates expire and documents change. Keep the renewal files together so you can update them and prepare a fresh pack when needed.
- A place to maintain your renewal documents.
- Updated certificates and renewal dates kept with the records.
- A fresh pack when your broker requests it.
Choose this when: you want ongoing document organisation beyond a single renewal.
Missing Bills
Completed work can be difficult to trace when job notes, photos, quotes and invoices live in different places. Review the records for work that may have missed an invoice.
- Bring relevant job records and invoices together.
- Flag work that appears completed but may not have been invoiced.
- Review the findings before deciding what needs action.
Choose this when: you suspect completed work has been overlooked in your billing.
Claim Pack
Bring the records supporting additional work into one organised pack, ready for you to review before sharing with your quantity surveyor.
- Supporting photos, messages and day sheets collected together.
- A cover and spreadsheet to organise the evidence.
- One downloadable ZIP containing the supporting files.
Choose this when: you need to present the evidence behind additional work.
Find the right service first
- Choose the task. Find the service that matches the paperwork you need help with.
- Read the full information page. Understand what is included, the price and the service terms.
- Continue when you are ready. Follow the next steps on that service’s page.
- Check your output. Review the documents and findings before forwarding them or taking action.
Your review is part of the process
The tools organise the material you provide. Missing Bills findings need your confirmation of the work, billing status and amounts. Claim Pack is an evidence pack, not a payment notice or a guarantee of payment.
Check that your chosen service meets your needs and confirm the output is accurate and complete before relying on it.
Not sure which service fits?
Tell us what paperwork you have and what you need to prepare. We can discuss which service matches the task, or whether you need a different approach.
Ask about the tools