Template 路 Trades and construction
Document checklist: Contractor documents for the project manager
Who asks whom: The project manager to contractors
3 documentsFree
Free. You can change everything before sending.
The 3 documents to request
- Insurance certificatesDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- QualificationsDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- As-built fileAt the end of works: data sheets, manuals, as-built drawings.Any format
How it works
- List the documents you need, and their format. With this template, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (contractor documents for the project manager)?
This template lists 3 documents: insurance certificates, qualifications, as-built file.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this template free?
Yes. The template is free, and so is the Free plan: one request at a time, 5 people, email reminders.
Similar templates
New home construction
The builder to the client
Home works quote
The tradesperson to the client
Pre-works asbestos survey
The client to the surveyor
Planning application
The architect or tradesperson to the client
Safety and prevention plan
The host company to contractors
Works handover
The contractor to the client
All templates: Trades and construction 路 The whole marketplace
Ready to send it?
Free. You can change everything before sending.
Updated on September 30, 2026