If you have not already created an account, refer to this article: Create a ContractorXchange account.
Contractor Journey
You will complete your Account Settings, Services, Locations, Questionnaire, and Document Submission.
Make sure to connect with your client. Your client's requirements determine what Level of information is required and can affect your Subscription Fee:
If you see a Level change or an Administration Invoice added to your Recent Activity section, the client has requirements which affect your Subscription Invoice.
If you have a Level 3 profile assigned, your account will receive a ContractorXchange Evaluation. After receiving your Evaluation score, you’ll be assigned a ContractorXchange Assessment Status. Your evaluation score, document completeness, questionnaire completeness, and subscription billing status contribute to this status.
Clients typically begin their assessments once your CX Status has been established.
Operating System/ Web Browser
We recommend using Google Chrome as your browser when working within your account.
Step 1: Log In to Your Account
Go to app.contractorxchange.com.
Enter your login credentials.
Once logged in, you will arrive at your Contractor Dashboard.
Your dashboard provides an overview of your account, including your questionnaire, documents, hiring clients, evaluation, and assessment status.
Step 2: Review Your Company Information
Ensure your company's information is accurate and up to date.
Open Edit My Account from your account menu.
Select the Company Info tab.
Click Edit Information to update your company details.
Review your company name, contact information, and business address.
Upload your Company Logo.
Important: Your company information will also appear on your invoices.
You can also use the other tabs to manage your account:
Account Settings: Manage account preferences.
Set your account notifications and ensure ‘Provide Data for Hiring Clients’ is on.
Users: Add and manage account users.
Billing & Payments: Review billing and payment information.
Step 3: Connect with Hiring Clients
Connecting with hiring clients allows you to share your company's information and complete their prequalification requirements.
Select Hiring Clients from the left-hand menu.
Click Connect New Client.
Find and select the hiring organization you wish to connect with.
Follow the prompts to complete your connection.
Once connected, the hiring organization will appear in your Hiring Clients list.
You can connect with multiple hiring clients through your ContractorXchange account.
Refer to: Connect with Hiring Client
Step 4: Review Your Hiring Clients and Assigned Profiles
Your Hiring Clients page displays your connected hiring organizations, assigned profiles, pending actions, and issues requiring attention.
Select a hiring client from your list.
Review the hiring client's information.
Under Profiles, locate your assigned profile.
Click View to review the profile's requirements.
Each profile outlines the documents and questionnaire information the hiring client requires.
Understanding Your Profile
Approval Requirements: Your overall completion progress.
Questions: Number of profile-specific questions completed.
Documents: Number of required documents submitted.
Tasks: Requests or actions assigned by your hiring client.
Messages: Communications with your hiring client.
Note: You may be assigned to more than one profile, each with different requirements.
Step 5: Complete Your Questionnaire
Your questionnaire collects information about your company's operations, health and safety practices, environmental management, and other business activities.
Select Questionnaire from the left-hand menu.
Click Complete Questionnaire.
Work through each section and provide accurate responses.
Save your responses as you progress.
Review Outstanding Questions
Under Questionnaire, select Outstanding Questions.
Review the list of unanswered or incomplete questions.
Click View beside a question to complete it.
Use the Show dropdown to filter your outstanding questions.
All Outstanding Questions: Displays all questions that require attention.
Only Required for Approval: Displays questions that must be completed to meet your hiring client's approval requirements.
Important: Questions required for approval should be prioritized, as incomplete responses may affect your approval status.
Check Your Questionnaire Completion
Return to Hiring Clients, select your hiring client, and open the assigned profile.
Review the Questionnaire tab and completion status to confirm you have met the profile's questionnaire requirements.
Step 6: Upload Your Required Documents
ContractorXchange allows you to upload and maintain documents required by your hiring clients.
Select Documents from the left-hand menu.
Review your document summary.
Locate your hiring client and click the down arrow to expand its profiles.
Select the appropriate profile to view its document requirements.
Understanding Your Document Dashboard
Connected Profiles: Number of profiles associated with your account.
Total Documents Uploaded: Documents you have submitted.
Pending Documents: Documents awaiting verification.
Not Submitted: Documents still requiring submission.
Overall Completion: Progress toward meeting document requirements.
Submit Outstanding Documents
Select the document requirement you wish to complete.
Click View Info to review the requirements.
Click Upload Document.
Select the appropriate file and provide any required details.
Submit the document for review.
You can also select View Details to review previously uploaded documents.
Document Status Indicators
Green: Document submitted.
Orange: Document is outstanding.
Blue: Document is awaiting verification.
Review all outstanding documents and ensure the required information is submitted.
Tip: Some documents must be updated regularly, such as WCB clearance letters, premium rate statements, and insurance certificates.
Step 7: Review Your Account Completion
Once you have updated your company information, completed your questionnaire, and submitted your documents, return to your hiring client's profile.
Select Hiring Clients from the left-hand menu.
Open your hiring client.
Select your assigned profile.
Review the Completion Status section.
Confirm all required questions and documents have been completed or submitted.
Remember that completing your requirements does not necessarily mean your company has been approved. Your hiring client may have additional evaluation or approval requirements.
Step 8: Keep Your Account Up to Date
Your ContractorXchange account requires ongoing maintenance.
Be sure to:
Update your questionnaire when company information changes.
Renew documents before they expire.
Respond to outstanding questions and assigned tasks.
Review messages from your hiring clients.
Monitor your evaluation and assessment status.
Keeping your account current helps maintain your eligibility to work with connected hiring organizations.