Forms & Requests

Change orders and vendor setup, without the email chain

Forms and automated reminders for construction contractors running Viewpoint Spectrum. Change orders from PMs, subcontractor and vendor applications, and COIs and licences, all in one place.

One place for every request

Project Managers

PMs submit change orders through a form, and get a monthly reminder to submit their billing and change orders before your cut-off.

Subcontractors & Vendors

New subcontractor and vendor applications, COIs and licences, collected in one place with reminders before anything expires.

Insurance & Accountants

Share the submissions your insurance agent or outside accountant needs as PDF or Excel exports, instead of digging through email.

FORMS

Change orders, sub applications and COIs, without the email chain

Give PMs, subcontractors and vendors a form for each request you handle every month. Change orders, new subcontractor and vendor applications, and COI and licence collection all land in Vergo instead of someone's inbox.

Change orders — PMs submit change orders through one form, so every one is logged in the same place.
Sub and vendor applications — New subcontractors and vendors apply through a form with the details and documents you need to set them up.
COI and licence collection — Collect certificates of insurance and licences from subs and vendors, with a simple link to submit.
Forms & Requests3 total
👤
Change OrderMike (PM)
Responded
1 file attached
🏗️
Subcontractor ApplicationSarah (Subcontractor)
Pending
🏢
COI & Vendor SetupDave (Vendor)
Responded
1 file attached
Every submission tracked in one place
REMINDERS

Monthly reminders go out on schedule, so you don't have to send them

Set the reminders your team sends every month once, and Vergo sends them for you. PMs hear about billing and change order cut-offs, and subs and vendors hear about expiring documents, without anyone writing an email.

Monthly PM reminders — Automated reminders to PMs, such as "submit your billing" or "submit change orders by the 25th".
Expiry reminders — Subs and vendors are reminded before a COI or licence expires.
Fewer emails — Reminders and follow-ups run on a schedule, so nobody has to remember to send them.
Follow-Up TimelineAuto
Mason ElectricInsurance Certificate
Initial Request SentMar 28
Reminder #1Apr 1
Reminder #2Apr 4
Escalated to ManagerApr 7
3 reminders sentAwaiting response
REVIEW & EXPORT

Discuss every submission, then export it

Every submission has its own comment thread. @mention a PM or a teammate to ask a question, keep the answer with the submission, and export any submission to PDF or Excel when someone outside the team needs it.

Comments and @mentions — Ask questions on the submission itself and pull in the right person with an @mention.
PDF and Excel export — Export any submission to PDF or Excel for your records, your insurance agent or your accountant.
Organized by request type — Change orders, applications and COIs are kept by type, so you can find last month's submissions quickly.
Exception Dashboard3 exceptions
EXC-101
Crane Rental — INV vs DB$3,400 variance
SM
Resolved
EXC-102
Steel Delivery — PDF mismatch$1,250 variance
JR
Resolved
EXC-103
Concrete — rounding diff$12 variance
SM
In Progress
Recent Activity
Resolved EXC-101 — S. Martinez2h ago
Note added to EXC-103 — J. Reeves4h ago

Fewer emails. More automation.

See how Vergo handles change orders, vendor setup and PM reminders for Spectrum teams.

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What construction finance teams are saying

“Since the transition to Vergo, we have been able to cut back the time spent on reconciliations immensely. What was a full time job previously, takes about an hour to process daily!”

Taylor Ricard

Controller, Moss Utilities

“Since the signing I cannot speak highly enough of the customer service we have received, the team are continuously improving the product and are always on hand to jump on a call.”

Mark Goan

Accountant, JMB

Every form and reminder, handled

See how Vergo collects change orders, applications and COIs from your PMs, subs and vendors, without the email chain.