Mezline

MEZLINE PRODUCT WALKTHROUGH

Follow the work.
Keep the whole record.

Explore how contractor information, requirements, work, and financial decisions connect. Choose a step to see the record and the decision behind it.

Follow a sample contractor through five connected steps.

STEP 1 OF 5

Start with an Active contractor record.

Add the contractor to your subscription before onboarding. Keep the contractor’s contact information, services, agreements, and review history in one record.

The decision stays with your team

Your team controls who is onboarded. An Active status means the contractor is included in your subscription; it does not certify that every requirement has been met.

Plan availabilityAll plans

Explore Contractor Management →
MezlineExample workspace

Contractors

Jordan Lee

IT Field Services · Harbor Field Services

Active
Subscription
Contractor included
Contractor type
IT Field Services
Company
Harbor Field Services
Onboarding
In progress

One relationship, one history

Documents, reviews, communication, and later work stay connected to this contractor.

Connected history

  1. Contractor added to subscription
  2. Contractor profile created
  3. Onboarding information requested

STEP 2 OF 5

Keep oversight active throughout the relationship.

Track the legal, regulatory, contractual, and company requirements that apply to a contractor. Record reviews, follow up on gaps, and revisit requirements when circumstances change.

The decision stays with your team

The business determines its obligations and acts on issues. Stored documents and review statuses support that work; they do not guarantee compliance.

Plan availabilityAll plans

Explore qualification tracking →
MezlineExample workspace

Contractor requirements

Jordan Lee

Requirements and review history

Needs attention
Service agreement
Recorded
Insurance renewal
Follow-up required
Client access requirements
Reviewed
Review responsibility
Operations team

Follow-up stays visible

The insurance renewal needs attention. The team can review the replacement and retain the decision with the contractor record.

Connected history

  1. Agreement review recorded
  2. Client access requirements reviewed
  3. Insurance renewal follow-up recorded

STEP 3 OF 5

Give the assignment a clear scope.

Connect the contractor, client, location, schedule, instructions, and completion requirements to the work. Your team checks the relevant requirements before assigning it.

The decision stays with your team

Assignment Management belongs to Professional and Enterprise. An address on an assignment does not require the separate Enterprise Client Sites feature.

Plan availabilityProfessional and Enterprise

Explore Assignment Management →
MezlineExample workspace

Assignments

Network switch replacement

AS-1048 · Bayside office

Scheduled
Contractor
Jordan Lee
Scheduled visit
October 6 · 9:00 AM
Location
Bayside office
Completion requirements
Photos and connectivity results

Instructions stay with the work

Replace the agreed network switch, check connectivity with the client, and submit the completion record for review.

Connected history

  1. Scope and fee recorded
  2. Contractor requirements reviewed
  3. Visit scheduled

STEP 4 OF 5

Review what was done before accepting it.

The contractor submits the completion details and supporting evidence. Your team checks the submission against the agreed scope and records its decision.

The decision stays with your team

Submitting evidence is a request for review. Acceptance comes from the authorized reviewer, with any required corrections recorded along the way.

Plan availabilityProfessional and Enterprise

Explore the Contractor Portal →
MezlineExample workspace

Assignment review

Network switch replacement

AS-1048 · Jordan Lee

Approved
Completion report
Submitted
Completion photographs
3 files
Connectivity results
Submitted
Company review
Approved

A decision with context

The reviewer can trace the approved work to the assignment, submitted evidence, and completion requirements.

Connected history

  1. Completion information submitted
  2. Supporting evidence reviewed
  3. Work approved by company reviewer

STEP 5 OF 5

Connect the invoice to the approved work.

Review contractor charges against the agreed terms, accepted work, and approved expenses. Keep the invoice and payment review connected to the same business history.

The decision stays with your team

Automatic invoice creation does not mean automatic payment. The company still reviews and authorizes payment under its agreed process.

Plan availabilityFinancial tools in all plans; assignments in Professional and Enterprise

Explore Invoicing & Payables →
MezlineExample workspace

Invoicing and payables

Contractor invoice

INV-1048 · Jordan Lee · AS-1048

Awaiting payment review
Agreed service fee
$240.00
Approved expenses
$20.00
Invoice total
$260.00
Payment authorization
Pending

The supporting record is connected

Review the scope, completion approval, and expense records before authorizing payment. Amounts shown are fictional example charges.

Connected history

  1. Work approval recorded
  2. Invoice prepared
  3. Payment review pending

PUT IT IN CONTEXT

See where Mezline fits your business.

Compare the plans or talk with our team about your contractor operation and a 14-day trial.

Start Free TrialCompare plans →