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Contractor and Employee Management with logistixAI

By October 16, 2024No Comments

Mastering Contractor & Employee Management: How logistixAI Makes It Easy

Managing contractors and employees is a delicate balancing act. You need to ensure that the people you bring on board are qualified, compliant with regulations, and performing at their best—without constantly chasing down paperwork or manually tracking their performance. This is where an employee management system comes in comes in. They range widely and can help simplify every stage of contractor and employee management, from initial vetting through compliance and performance evaluations, so you can focus on delivering top-notch service to your customers.

Quality Vetting: Get the Right People on the Job

When it comes to vetting contractors and employees, one size definitely doesn’t fit all. Each business has its own set of requirements and qualifications, especially in industries like big and bulky final mile, HVAC, plumbing, and other skilled trades.  Most commonly, teams are vetting candidates for things like a clean background check, drivers license, and history in the field.  Other more situational examples of vetting may include requirements of specific insurance, certificates, or examples of specific work in their past.
How logistixAI Streamlines Vetting:
 
Custom Prequalification Questions: Every business has unique needs, which is why logistixAI allows you to create and send custom prequalification questionnaires to potential contractors or employees. Whether it’s verifying technical certifications, past job experience, or specific skills, you can ask the right questions upfront to save time later.
Document Capture & Scanning: Once candidates pass the initial vetting, logistixAI takes things a step further by capturing and storing all relevant onboarding documents digitally. Instead of chasing down paperwork, everything from licenses to certifications is scanned and uploaded into one organized system. You can even set requirements to ensure that no one starts work until all necessary documents are submitted.
Streamline the Approval Process: logistixAI helps you automate the approval process by flagging incomplete or missing information. It also allows you to easily compare multiple candidates based on their prequalification answers and credentials, giving you confidence that you’re hiring or contracting the best fit for the job.

Document Compliance: Stay Organized and Audit-Ready

Document compliance isn’t the most glamorous part of contractor management, but it’s one of the most important. You need to keep track of contractor agreements, licenses, insurance certificates, and more. This gets tricky fast when you’re dealing with a large contractor network, and if there is no system in place built to deal with it, document compliance can become a full time job.

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Digital Document Storage: Say goodbye to endless Google Sheets and scattered folders. logistixAI lets contractors/employees upload and store all compliance-related documents in one place. Whether it’s a contractor’s HVAC certification or an employee’s insurance certificate, you’ll have quick access to all documents whenever you need them.
Automated Renewal Reminders: It’s easy to forget when a contractor’s license is about to expire or when an insurance policy needs renewing.  Having an unlicensed/uninsured contractor on the road can spell trouble. logistixAI allows you to set automatic reminders for upcoming document expirations, ensuring that nothing falls through the cracks. You’ll get notified well in advance so you can renew documents without last-minute panic.
Having all these documents in one place—and with automated reminders to keep them up to date—takes the stress out of compliance. You’ll never have to scramble to find missing documents or deal with expired credentials again.
 

Performance Reviews: Data-Driven Feedback for Continuous Improvement

Customer Feedback Surveys: After each job is completed, logistixAI automatically sends a satisfaction survey to the customer. This allows you to gather real-time feedback on each contractor or employee’s performance, including punctuality, professionalism, and job quality. The data is stored in the system, giving you a clear picture of how well your team is doing over time. Allowing management to reward top performers, and identify individuals that may need more training.
Performance Metrics Tracking: Beyond customer surveys, logistixAI tracks hard performance metrics like job completion times, callbacks, and adherence to schedules. This means you can have more objective and data-backed conversations during performance reviews. You’ll know exactly where your team excels and where there’s room for improvement.
Customizable Reporting Templates: Use logistixAI’s customizable reporting templates to create standardized performance reviews for individuals, crews, markets, or the company as a whole. This helps ensure consistency across the board and allows you to compare contractors or employees based on similar criteria.
Incentives and Growth Plans: Tie performance to rewards! Use the data from logistixAI to create performance-based incentives like bonuses or extra work opportunities. For those who may need improvement, the data provides a clear roadmap for growth, helping you tailor training or mentorship opportunities.

The Bottom Line: Teams Have Three Choices

When it comes to managing contractors and employees, you’ve got three options.
1. Manage onboarding and compliance manually using spreadsheets or pen and paper, which quickly becomes overwhelming, especially as your team grows. Not to mention, this approach is prone to mistakes, missed deadlines, and lost documents.
2. Pay for a separate HR tool to manage these processes. While these tools can help with document compliance and performance reviews, they usually require additional integration with the rest of your business operations, leaving you juggling multiple platforms and creating inefficiencies.
3. Use a solution like LogistixAI that ties contractor management directly into your main operating system. This all-in-one approach allows you to manage contractor vetting, document compliance, and performance reviews seamlessly alongside job scheduling, dispatching, and customer communication. It eliminates the need for multiple tools and keeps everything in one place—saving you time, reducing errors, and making your team more efficient. 
If you are interested in learning more about logistixAI, or how it is able to save teams time and money when dealing with onboarding and managing contractors request a demo today!

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