✦ How Complys works

Built for principal contractors managing a compliant supply chain

Complys works for trades and contractors, care and healthcare, property and lettings, hospitality, childcare, transport and more. Select who you are below and see exactly how it works for you.

Who are you?

Complys works differently for each role. Pick yours to see exactly what it does and how it helps your business.

Trades & construction
Care & healthcare
Childcare & education
Property
Motoring, transport & logistics
Hospitality, leisure & personal
Industrial, land & services
🏒

One dashboard. Every subcontractor. Live compliance.

Principal contractors use Complys to manage the compliance of every company and worker on their sites. Search for compliant contractors by trade, location and accreditation. Request documents with tick-box checklists. No spreadsheets, no chasing - live compliance scores for everyone you work with.

How it improves your business
βœ“Cut onboarding from weeks to minutes β€” subbies submit documents by link and AI checks they fit the job.
βœ“Pass HSE, CHAS and SMAS audits with confidence β€” a live, defensible record for every site.
βœ“Reduce risk β€” no subcontractor starts without valid insurance, RAMS and cards.
βœ“See your whole supply chain at a glance β€” green, amber and red across every project.
πŸ—οΈ
Step 1

Create a project

Set up a site or project. Add the address, dates and GPS boundary. Each project gets its own compliance dashboard.

Manage multiple projects simultaneously. See overall supply chain health at a glance.

πŸ“ˆA live compliance record per site β€” audit-ready the moment the HSE calls.
πŸ“Site details
πŸ—ΊοΈGPS boundary
πŸ“…Start / end dates
πŸ”Site PIN
then
πŸ”
Step 2

Search for compliant contractors

Search the Complys network to find verified contractors by trade, location and accreditation. Filter by CHAS, SMAS, CISRS, Gas Safe, NICEIC and 30+ more. See who covers your area.

Contractors set their coverage areas in their profile. Search by town, county or postcode and only see companies who work in your area. Send a compliance request directly from results.

πŸ“ˆFind vetted subbies by trade and accreditation, not guesswork.
πŸ”§By trade
πŸ“By location
βœ…By accreditation
πŸ“ŠBy score
πŸ“¨Request docs
⚑Add all at once
then
πŸ“‹
Step 3

Send compliance requests with tick-box checklists

Select exactly what documents you need - public liability, RAMS, trade cards, accreditations - and send a request to any contractor. Complys members respond in one click using their existing documents.

Track who has responded and who is outstanding. Save checklists as templates and reuse in one click. Verify and mark off documents once reviewed.

πŸ“ˆGet exactly the documents you need back in one click.
πŸ“‹Document checklist
βœ‰οΈEmail or in-app
⚑One-click response
βœ…Mark as verified
πŸ’ΎSave as template
then
πŸ”—
Step 4

Receive compliance shares from subcontractors

Subcontractors on Complys send you their compliance profile via a secure share link. Click the banner on their shared page to save their company to your account in one click.

Once saved, their live compliance score appears in your companies dashboard. When they renew a document or add a new worker qualification it updates automatically.

πŸ“ˆNo more chasing PDFs β€” subbies' compliance updates itself as they renew.
πŸ“§Receive share email
πŸ’ΎSave to account
πŸ“ŠLive score
πŸ”„Auto-updates
πŸ—‚οΈAll subs in one place
then
πŸ“Š
Step 5

Monitor live compliance

See every subcontractor's compliance status in real time. Green - compliant. Amber - something due. Red - missing or expired.

Full audit trail. Every document upload, expiry and status change is logged automatically.

πŸ“ˆSpot risk before it is on site β€” green, amber and red across the supply chain.
πŸ“ˆLive scores
πŸ“„Document status
πŸ””Expiry alerts
πŸ—‚οΈAudit trail
then
πŸ“
Step 6Growth feature

Manage workers on site

Workers scan a QR code to check in. GPS confirms they are on site. Timesheets are created automatically. You see who is on site right now.

Full attendance history per worker and project. Downloadable timesheets for payroll.

πŸ“ˆKnow every operative on site is qualified and insured.
πŸ“±QR check-in
πŸ—ΊοΈGPS verify
⏱️Auto timesheets
πŸ‘·On site now
then
πŸ“’
Step 7Growth feature

Run toolbox talks and site inductions

Create toolbox talks and site inductions. Workers and subcontractors sign off on their phone before starting work. Full records kept automatically.

AI-generated templates for every topic or write your own. Completion reports show who has and has not signed off.

πŸ“ˆMeet CDM and site-induction duties with records to prove it.
πŸ€–AI templates
πŸ“±Phone sign-off
βœ…Auto records
πŸ“ŠCompletion report
then
🎯
Step 8Pro + Tender Finder Β£20/mo

Find live tenders to bid for

Complys searches live government tenders every day and matches them to your company type, sector and location. Get alerted the moment a relevant contract is posted.

Available on Pro plan with the Tender Finder add-on at Β£20/mo.

πŸ“ˆWin more work by bidding for tenders matched to you.
πŸ›οΈGovernment tenders
πŸ—ΊοΈBy location
πŸ””Email alerts
πŸ’°Contract value
then
πŸ’Ό
Step 9

Post project opportunities and find subcontractors

Post project opportunities on the jobs board for companies to tender on. Working radius matching means only companies within your specified area are notified. Set must-have requirements so only CHAS or SMAS accredited companies apply.

Find available workers and companies through the jobs board. Post your requirements and let matching trades come to you.

πŸ“ˆBuild your supply chain by posting opportunities to compliant trades.
πŸ—οΈProject opportunities
πŸ“Working radius
πŸ…CHAS / SMAS filter
πŸ“§Matching notifications
then
🀝
Step 10

Receive and manage introductions

When a trade company introduces themselves to you on Complys, you see it in your introductions inbox with their compliance documents attached. Accept the connection and their live compliance score appears in your network.

Companies who introduce themselves proactively are showing they take compliance seriously - the best kind of subcontractor to work with.

πŸ“ˆBring the trades you want onto your projects with their compliance attached.
πŸ“¬Introductions inbox
πŸ“„Compliance attached
πŸ”—Accept connection
πŸ“ŠLive score

Ready to get started as a principal contractor?

90-day free trial. No credit card needed. Set up in under 10 minutes.

No catch, and no surprise bills. You don't enter a card to start, so nothing is ever charged automatically. You get everything for 90 days. When the trial ends your data stays put and you choose whether to continue, or not. No auto-billing, no lock-in.
πŸ”— Compliance sharing - Pro and above

Stop emailing PDFs. Share live compliance instead.

Generate a secure share link in one click. Send a branded email with your company logo and documents listed with status badges. The contractor saves your company to their account and tracks your live compliance score from then on - no resending needed when you renew.

βœ“ Select which records to include - documents, checks, vehicles
βœ“ Generate a secure 30-day link - no login needed to view
βœ“ Send a branded email with your logo, signature and personal message
βœ“ Recipient saves your company in one click
βœ“ Their dashboard shows your live compliance score permanently
βœ“ Certificate renewals update automatically - no resending needed
βœ“ Works for recipients who are not yet on Complys
1
Select records and create a link
Tick the documents you want to share and click Share records. A secure 30-day link is generated instantly.
2
Send a branded compliance email
Send from Complys with your company logo, each document with its compliance status badge, and a personal message.
3
Contractor views and saves your company
The recipient opens the link, sees your live compliance profile and saves your company to their Complys account in one click.
4
Live compliance from that point on
Your company appears in their companies dashboard with your live score. When you renew a document it updates immediately.
Both sides benefit - the trade gets their documents seen, the contractor gets live compliance data with no admin
🎯 Tender Finder - Pro add-on £20/mo

Live tenders matched to your trade - every day

Complys searches thousands of live public sector contracts from the UK government Find a Tender Service every single day. You only see tenders relevant to your trade, sector and location. AI writes your response from your Complys profile.

βœ“ Matched to your trade and location automatically
βœ“ Email alert the moment a matching tender is posted
βœ“ AI writes your tender response from your Complys profile
βœ“ Consortium members can bid together on large contracts
βœ“ Save and manage all your responses in one place
2 days ago
Scaffolding works - Devon County Council
ScaffoldingπŸ“ Devon
Β£45,000
Write response β†’
Today
Electrical installation - NHS Trust Bristol
ElectricalπŸ“ Bristol
Β£120,000
Write response β†’
1 day ago
Roofing repairs - Plymouth City Council
RoofingπŸ“ Plymouth
Β£28,000
Write response β†’

Example tenders - updated daily from Find a Tender Service

πŸ”” Automatic email alerts

Never let a document expire again

Complys automatically sends email alerts before documents, certificates and qualifications expire - proportional to how long they are valid. A 12-month insurance policy gets a 30-day warning. A 90-day card gets a 14-day warning. No configuration needed.

βœ“ Sent from noreply@complys.co.uk every morning at 7am
βœ“ Goes to the account owner and directly to the worker if they have an email
βœ“ Warning period scales automatically with document validity
βœ“ Manual send button on your compliance page for immediate alerts
βœ“ Covers company documents, worker documents, checks and vehicles
Complys
noreply@complys.co.uk
To: manager@ddcscaffolding.co.uk
3 compliance items need attention - DDC Scaffolding
Public Liability Insurance
DDC Scaffolding
14d left
CSCS Card - J. Smith
Worker document
7d left
Van Insurance - SN21 ABC
Fleet vehicle
22d left
View compliance dashboard β†’

Example alert email - sent automatically every morning

Everything in one platform

No bolt-ons, no extra apps - everything your business needs to stay compliant and win work

πŸ“Š
Live compliance scoring
Live score for every company and worker
πŸ“‹
RAMS builder
AI-generated risk assessments and method statements
πŸ“’
Toolbox talks
AI templates, phone sign-off, auto records
⏱️
GPS timesheets
QR check-in, GPS verify, auto timesheets
πŸ“Š
Training matrix
All worker qualifications in one grid
πŸš—
Vehicle management
MOT, insurance, custom check forms, driver checks
🏷️
QR asset tracking
Print stickers, scan to inspect, track hire
πŸ“‡
CRM with compliance
Customer records, notes, history with compliance built in
πŸ“Š
Quote pipeline
Kanban board - new, quoted, won, lost - drag to update
βœ‰οΈ
Email integration
Send from Gmail or Outlook with open and click tracking
πŸ”—
Compliance sharing
Share live compliance with any contractor in seconds
πŸ“‹
Compliance requests
Tick-box checklists sent to subcontractors
πŸ”
Contractor search
Search by trade, location and accreditation
πŸ“
Coverage areas
Set where you work, appear in targeted searches
🎯
Tender finder
Live matched tenders - Pro + Β£20/mo add-on
πŸ“
AI tender writing
AI writes your response from your profile
🀝
Consortium tendering
Trades bidding together for larger contracts
πŸͺͺ
Worker passports
Portable compliance record owned by the worker
πŸ””
Automatic email alerts
Proportional warnings sent to you and workers
πŸ’Ό
Jobs board
Post vacancies and projects, working radius matching
🀝
Introduce & share
Send compliance introductions, track opens and replies
πŸ”—
Company networking
Connect, receive introductions, build your network
Complys

One compliance platform, built for every industry

Trades, care, property, hospitality, childcare, transport and more β€” each with the tools, documents and workflows they need.

How Complys Works | Compliance Software for Every Industry | Complys