Home builders and general contractors

Every sub on every house: papers, crews and dates in one place.

Send each sub a link. They send their WCB and insurance from their phone, their crew takes your orientation, and Orientra shows who is approved. Then book them on the house and they confirm the date.

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One house, start to finish

From the first invite to the first day on site

The same steps work for a commercial site. Orientra says “sites” instead of “houses” for a general contractor, or whichever word you pick.

  1. Add the sub and send the linkPick the trade, choose the papers you need from them, and send the link by email.
  2. They send their papers from their phoneWCB clearance, liability insurance with its expiry date, their safety program, and any tickets you ask for. No password and nothing to install.
  3. You look them over and accept themEverything the subs send lands in one list. Your name and the date are kept with each paper you accept.
  4. Their crew takes your orientationThey add their crew, and each person reads your orientation, answers the questions and signs.
  5. Orientra works out who is approvedFrom what is on file: papers, orientation, the tickets each trade needs and a signed trade agreement if you sent one. If something runs out, the sub drops off approved by itself.
  6. Book the trades on the houseIn building order. Each sub confirms the date on its link, or says it can’t with a note. If framing slips, everything after it moves and those subs are asked again.
  7. First day on siteThe crew signs in at the house, and the hazard assessment arrives with the house, the crew and the day’s weather filled in.
A builder gets a subtrade ready for site · Sample Homes, a made-up demo company

A roofer, cleared and booked before the truck shows up

  1. MondayThe builder adds Sample Roofing to the house and sends it a link by email.
  2. MondayThe roofer opens the link on a phone, with no password, and sends the WCB clearance letter, the insurance certificate with its expiry date, and its safety program.
  3. TuesdayThe roofer adds a crew of three. Each one takes the builder’s orientation and signs it.
  4. TuesdayThe builder accepts the papers. With WCB, insurance, the safety program and orientation on file, Orientra shows the roofer as approved. Nobody ticks a box.
  5. WednesdayThe builder books roofing after framing on the house schedule. The roofer confirms the date on the same link.

On the first day, the crew signs in at the house and the hazard assessment is waiting.

A link or a code: two ways a sub comes in

Most subs only ever need the link. A code is for a sub that wants an account of its own.

The link: for most subs

You send it, they open it on their phone. No password, no app and no account. Everything they send is filed in your account, and they get an emailed copy.

  • Send in WCB, insurance and training papers
  • Take your orientation and sign it
  • Fill in hazard assessments and toolbox talks for your jobs
  • Sign their crew in at your sites
  • Read and sign trade agreements
  • See and confirm their dates
  • Send in documents for your approval

You choose which of these each sub can do. A sub never sees your records or another sub’s. Remove a sub and its link stops working.

A code: for a sub that wants its own account

You send a one-time code. The sub uses it to open its own Orientra account, linked to you, and adds its own people, each with their own sign-in.

  • Its own copy of everything it sends you
  • Work for more than one builder: each builder sees only its own work
  • Each side shares only what it chooses, item by item
  • Inside your work it does orientation, tickets, WCB and insurance, toolbox talks and hazard assessments

Linking by code is switched on for your account by Orientra. Ask us when you want it.

What your subs pay

Nothing, while they only work through your link or a code. Their workers don’t count as your employees either.

A sub buys its own plan only when it wants the whole app for its own company: its own jobs, its own safety program, its own COR file. It can try that free for 30 days from its account, with no card. If it buys, it pays the normal plan for its own employees, and everything it already has stays.

What you pay

Your plan, for your own employees, like any company. Builders and general contractors who run their subs through Orientra add the Trades add-on, priced by how many sub companies are active with you in a month.

A sub counts once, however many workers it brings, and only in a month when it did something for you: sent you something, opened its link, signed an agreement, finished your orientation or signed in at your site. Going over your tier never stops anyone working.

See the Trades add-on prices

On site, it keeps going

  • A Today tab for every house: the weather, who is booked, and what needs you
  • Working alone check-ins, with more frequent checks for critical work
  • A No on a hazard assessment stops the work and tells you at once
  • Inspections, with each failed item turned into a fix with an owner
  • A site log with the weather, and trade agreements out and back signed
  • Lessons from an incident shared with your linked subs, without names or injuries

See it with one of your own houses.

Try it free for 30 days with your own company, no card required. Or book a demo and we’ll walk a sub through it with you.