The job
Replace the WhatsApp folder
A site manager should be able to answer “can they start Monday?” without scrolling a chat. SubbiePack is that list, plus the files behind it.
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Create a firm account
Company name, work email, password. One firm per login to start. Your subcontractors are not shown to anyone else.
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Add the people on the job
Name, trade and phone. Work email is optional. Archive someone when they leave; do not mix firms.
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Put the current file on each one
Public liability, CSCS and RAMS are required to be in date. Employers’ liability is optional. Each file needs an expiry (DD/MM/YYYY). PDF or photo.
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Read the list before they arrive
Blocked from site (expired or missing required files). Expiring within your reminder window. In date. Tap through to the subbie and the file.
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Ask them for the file, if you still do not have it
Send a single-use link that lasts 7 days. They open it on a phone, upload, type the expiry. They do not need an account. You see waiting versus uploaded.
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Reminders, then a pack if you need to send files on
Email the firm at 30, 14 and 7 days, and on the day a file expires. Optional sites: who can start on that job, and a ZIP of current in-date files — for sending on, not a certificate.
Dates are the ones you type. Files are the ones you upload. SubbiePack does not check CSCS with CITB, talk to insurers, or say a document is genuine.