Contractor prequalification is the process of verifying that a trade organisation meets your insurance, licence, safety and reference standards before they receive work. Councils, aged care providers and enterprise FM teams treat prequal as non-negotiable; skipping it invites uninsured attendance and audit findings.
OpsChase supports questionnaire libraries, document uploads with expiry, manual verification stamps and onboarding cases that block assignment until approval. RFQ award can auto-create a case; repeat vendors may use a lighter path if your policy allows. Prequalification sits on the same work-order and contractor records as day-to-day chase.
Define templates by trade and client policy. Invite winners to complete the portal. Track progress; approve or reject with reasons. On approve, add to preferred for site×trade and release the first work order.
Read vendor onboarding and contractor compliance glossary entries for adjacent steps.
OpsChase turns this into a working flow: chase your preferred contractors to done, require proof before a job closes, and RFQ with compliance onboarding when you need the market. Book a demo to see it on your sites — one location or many.
- Does prequal apply to existing preferred vendors?
- You can require re-verification on expiry or material change.
- Can prequal differ per site?
- Policies can vary by company and site risk profile.
- What if documents are blurry?
- Reviewers reject with reasons; assignment stays blocked.