A private contractor system of record

Contractor Management

Manage individual contractors and contractor companies your organization chooses to engage, without treating them like employees or marketplace listings.

Contractor company Company record Agreements, coverage, insurance
IndividualPerson recordQualifications and availability
AssignmentAssignment activityEvidence and approvals

Connected records

Your contractor network, organized as relationships

01

Add each Active contractor to your subscription before onboarding or giving them Portal access.

02

Organize agreements, qualifications, insurance, tax documents, and reusable document-requirement sets.

03

Use Active and Inactive views, with history for previously Active contractors retained internally in read-only form.

04

Connect each contractor record to assignments, evidence, approvals, and payable review.

Readiness before assignment

Know what is current before work is offered

Keep the review path close to the contractor record instead of rebuilding it for every assignment.

  1. 1

    Use available contractor capacity in your subscription to create or import the contractor record and identify the relationship owner.

  2. 2

    Collect the documents and qualifications required for the type of assignment.

  3. 3

    Review readiness before the contractor is considered for an assignment.

  4. 4

    Connect assignments, approvals, and exceptions to the contractor record.

Preparing a multi-location program

The record supports the next decision

An operations team preparing a multi-location project can review which Active contractors cover each location, which documents are current, and which people meet the assignment requirements before offering work.

Know who is ready for each assignment.

See expiring records before they interrupt work.

Keep contractor information and related activity connected.

Operational boundaries

Your organization keeps control of the decisions

  • Mezline organizes records and workflow. It does not determine worker classification or replace legal review.
  • Your organization defines its own qualification, document, and approval requirements.
  • Inactive records belong only to previously Active contractors. They have no Portal access, do not count toward your purchased contractor capacity, and cannot receive new operational activity.

Questions answered

Contractor record questions

Can Mezline track both individuals and contractor companies?

Yes. The data model is designed to distinguish a contractor company from the individual people connected to it while keeping assignments and records related.

Does a contractor record determine worker classification?

No. A record in Mezline does not determine legal classification. Your organization remains responsible for its engagement decisions and professional advice.

When must a contractor be added to our subscription?

Before any onboarding invitation, Portal access, profile or document collection, upload, compliance review, message, renewal notification, Tessa activity, or later work. Each Active contractor counts as one contractor toward your purchased capacity. The subscription covers both onboarding and the later work features included in your plan.

What happens to our subscription when an engagement ends?

Your company purchases contractor capacity. Deactivating a contractor makes that capacity available for another contractor, whose record and information remain separate. The former contractor becomes Inactive, with internal read-only history and no Portal access or new operational activity. Reactivation requires available capacity and uses the original record. Under an annual commitment, purchased contractor capacity remains paid through renewal even when unused; unused capacity alone does not create a refund or credit.

Can Tessa help with everyday administration?

Growth, Professional, and Enterprise include AI Admin Copilot. Tessa helps find information, summarize authorized contractor records, maintain records, identify missing details, and import existing contractors. Changes are prepared for your review and approval. Creating or importing a contractor record still requires available contractor capacity in your subscription. Monthly AI usage limits apply.

Can we organize contractors by department?

Yes. Professional and Enterprise include Departments for teams such as IT and Facilities. An Active contractor can support multiple departments while keeping one record and counting as one contractor toward your purchased capacity. Enterprise adds custom department permissions and approval chains.

Which tools help us keep records consistent?

All plans include reusable document-requirement sets and onboarding message templates. Growth and above add custom fields and shared saved views. Templates work without AI.

Explore Mezline

Build one reliable contractor record.

Talk with Mezline Inc. about your contractor network, assignment workflow, client access, and financial review.

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