Onboard Your Suppliers, Vendors, and Service Providers FASTER and Without the Paperwork!

Are you dealing with slow, inconsistent, manual process when onboarding a new company? With Forsite's Service Provider Onboarding, we automate and make it simple for you to onboard new companies so that you can get them verified, compliant, and ready to work — faster.
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One Repeatable Path to Site-Ready

Forsite turns onboarding into one defined process instead of a fresh negotiation for every company. Your requirements sit in a prequal-based template that every invited provider works through, the same way each time. You approve or return each item as it comes in, and a company becomes site-ready only once it has cleared every requirement you set. Nothing is approved on trust.

Service Provider Onboarding

Requirements, Built on Prequal

Onboarding runs on a prequal set, not a one-off checklist you rebuild for every company. Recognised third-party prequal such as SiteWise or IMPAC sits alongside the documents you require, so each provider is measured against the same standard before you approve them.

Documents Follow the Provider

A service provider's account serves many clients. A document they upload for one onboarding is available to every other client that onboards them, so the same insurance certificate is not re-collected site by site.

Sub-Contractors, Through the Same Flow

When a service provider brings its own sub-contractors on site, they onboard through the same requirements instead of arriving behind a company you have already approved. The whole chain that works on your site meets one standard.

The Trail Behind Every Approval

Every approval, rejection and requested change is recorded as it happens, with each item's status kept intact. When a client or a regulator asks whether a company was properly checked before it started, the record is already there.

Service Provider Onboarding

Upload on a Provider's Behalf

Some providers are slow to load their own paperwork, and their onboarding stalls on a document you already hold. You can upload it for them. The file is stored under your company and stays private until the provider reviews and confirms it, which keeps them moving towards site-ready without the back and forth.

See Service Provider Onboarding in action

Watch a company go from invited to site-ready as requirements are set, documents come in, each item is approved, and the onboarding trail fills in.

For Your Role

What It Means for Your Team

Once

upload, every client

Every

approval on the record

Confidence before they arrive

Know that every company on site has met your standards—no surprises at check-in.

Documentation without chasing

Define expectations once, then let the system track expiry and approval status.

One upload, multiple clients

No need to duplicate documents—submit once, and it’s available for every assigned client.

Consistent provider standards

Apply the same onboarding rules across all contractor companies and sites.

The Problem we're Solving

Without structure, onboarding becomes risk.

Service provider onboarding often depends on emails, spreadsheets, or inconsistent site-by-site processes. That means missing insurance, outdated safety documents, and no proof of agreement. Forsite fixes this with a dedicated, repeatable onboarding workflow.
01
No standard onboarding process
Requirements vary across sites, causing confusion and inconsistency.
02
Missing or expired documentation
Without reminders or expiry tracking, documents go out of date unnoticed.
03
It’s unclear who signed off what—or whether it was even reviewed.
No approval visibility
How it Works

How Forsite Makes It Easy

01

Define Your Requirements

Set the onboarding criteria for your service providers—insurance, certifications, policies, and T&Cs.
02

Invite or Assign Companies

Assign an existing Forsite service provider or invite a new one to complete onboarding.
03

Review, Approve, and Track

Approve or request changes from the portal, and maintain a clear status trail for every item.
04

Stay Informed with Smart Alerts

Automated notifications track expiring documents and onboarding renewals—so nothing slips through.
Ready to streamline your process? Get a closer look at how Forsite simplifies every step.
Trusted On Site

“What we value in Forsite is the ability to manage a range of site and health and safety requirements across our national portfolio of properties — all within one simple to use web portal. There are regularly new features or enhancements made being deployed, which further improves the value of the solution to us.”

Simi Mukherjee

Head of Facilities & Sustainability - PMG Funds Group

Related Features

These features work together to keep your site compliant from day one.

Forsite features are designed to connect—automating tasks, reducing admin, and keeping your sites safe and compliant
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Document Storage

Store essential onboarding documents—insurance, licenses, and safety policies.
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Service Provider Management

Feed approved providers straight into your active directory for ongoing management.
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Site Inductions

Ensure contractors from your onboarded providers complete the right inductions before arriving on-site.
Everything works better, together. Explore the tools that connect seamlessly with this feature.
Contact us

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