Vendor onboarding is the controlled workflow after you select a new contractor — collecting insurance, licences, references, questionnaires and signed agreements before they receive a live work order. Skipping onboarding turns RFQ gap fill into uninsured site access.
OpsChase creates onboarding cases from RFQ awards or manual invites, tracks checklist progress, and unlocks preferred assignment only on approval. Time-boxed SLAs and escalation to second-place bidders reduce stall. Assisted RFQ for phone sales does not bypass compliance; it adds notes while gates remain.
Define templates by trade and enterprise policy. Invite winners to the portal. Review documents; approve or reject. Add to preferred for site×trade on success. First work order generates only after the gate clears.
Link to RFQ and prequalification glossary entries for the full market path.
OpsChase turns this into a working flow: chase your preferred contractors to done, require proof before a job closes, and RFQ with compliance onboarding when you need the market. Book a demo to see it on your sites — one location or many.
- Can verified marketplace vendors skip steps?
- Policies may allow a lite path, but client confirmation remains audited.
- Who approves onboarding?
- Your procurement or ops roles; actions are audit-logged.
- What if onboarding stalls?
- Escalations and re-issue to alternates are configurable.