Subcontractor compliance workflow.
A document intake and expiry workflow for subcontractor insurance, SWMS, ABNs, licences, and site access status. This is a workflow concept demo, not a client case study or claim of delivered client results.
Problem
Builders and site admins chase subcontractor documents manually before work starts, then keep checking spreadsheets and message threads to know who is cleared for site.
Workflow drag
- 01
Documents arrive by email, SMS, photos, PDFs, and forwarded conversations.
- 02
Expiry dates, missing fields, ABNs, and insurance details are checked by hand.
- 03
Site access status is unclear until someone manually reconciles the latest documents.
What Jelonyx would build
Jelonyx would build a compliance intake flow with upload/SMS capture, OCR extraction, expiry tracking, exception queues, and simple green/red subcontractor status for site access.
Why it matters
The workflow lowers admin load and reduces the risk of missing expired or incomplete documents before someone steps on site.
Paid sprint path
Start with an AI Workflow Sprint for one compliance lane, such as insurance expiry tracking, then add broader contractor onboarding if the first workflow proves value.
- Documents
- OCR
- Expiry tracking
- Site access
Validate this workflow with a real sprint.
Send the workflow that resembles this concept. Jelonyx will narrow it to one paid map or fixed sprint instead of expanding into an open-ended project.