New Feature: Company Onboarding

Today we're introducing our latest feature, Company Onboarding. Whether you're managing 3 subcontractors or 30, Company Onboarding gives you one place to collect, review, and approve every pre-mobilization document before anyone sets foot on site. Send one invite link, get everything you need, and have every subcontractor compliant before they arrive. 

Company Onboarding complements our existing Orientations tool, which focuses on Day 1 site compliance, as well as our Permits and PTP tools that support day-to-day compliance throughout the project. 

We believe it's the most thorough pre-mobilization workflow available to US contractors today, and we're excited to show you how it works.

Why does pre-mobilization documentation keep falling through the cracks on US jobsites?

Scenario: A subcontractor arrives on site and their Site-Specific Safety Plan (SSSP) was never sent or reviewed. Somewhere between the emails and follow-ups, the document slipped through the cracks. Now your team is scrambling, work is delayed, and the GC is exposed. 

It's a situation that plays out on US jobsites more often than it should, and it almost always traces back to the same root cause. A pre-mobilization process that runs through email with no real oversight.

When something goes wrong, regulators look to the GC first. The paper trail either holds up or it doesn't. With OSHA penalties reaching into the tens of thousands of dollars, that's not a risk worth carrying into every job.

One of the most common frustrations we hear from US contractors is managing pre-mobilization documentation. They asked for a better way to manage it. 

So we built Company Docs.

How does Company Docs work in Breadcrumb?

Here's what the workflow looks like from start to finish:

Send the onboarding invite

‍Send a secure link directly to the subcontractor administrator (no login required). The subcontractor can upload every required pre-mobilization document, like SSSPs, SDS, and anything else your project demands right from their browser. You get notified the moment it’s submitted.

Route documents through the right review workflow

‍SSSPs go through a fully customizable side-by-side review sheet, where your safety team evaluates each submission against your specific project criteria with yes or no responses and comments. An easy way to keep your review process consistent across every jobsite.

SDS documents follow their own workflow and once approved are automatically made available to everyone on site.

Track compliance status at a glance

‍Get a live compliance status for every subcontractor, with color-coded visual indicators showing who is approved, who is pending, and whose documentation has expired. 

Keep version control on autopilot

‍Breadcrumb handles version control automatically so only the most recently approved document is ever surfaced. You'll always know which version is current, who approved it, and when.

What can site and safety teams do with Breadcrumb Company Docs?

• See every subcontractor's compliance status in one register: Know instantly who is cleared to start work and who still needs to act, across every company on the project.
• Run review workflows your safety team can trust: Build the review criteria that match your project requirements. 
• Give auditors exactly what they need, instantly: Every submission, approval, and version is logged and traceable. When documentation records are requested, you can pull them up in seconds.
• Sync with Procore and Autodesk automatically: Approved documentation flows directly into Procore's documents tool.

Does Company Docs integrate with Procore?

All subcontractor documentation collected and approved through Company Docs syncs directly to Procore's Documents Hub,, so your records stay consistent across your software stack without any manual handling.

How does Breadcrumb Company Docs cover the full compliance lifecycle of a construction project?

Jobsite compliance documentation falls into three phases, and Breadcrumb now covers all three.

1. Company Docs handles pre-mobilization, capturing all documentation required before subcontractors arrive on site. 
2. Breadcrumb’s digital Orientations handle day one requirements, ensuring workers are oriented and recorded before starting work. 
3. Breadcrumb Permits, JHAs and Pre-Task Plans manages the documentation that governs work throughout the project lifecycle. 

Together, these tools cover the full arc of jobsite compliance paperwork. For GC’s managing multiple projects, that means a single tool with a consistent, auditable record across every phase of every project.

The bottom line

Pre-mobilization compliance is too important to leave to email threads and manual follow-ups. With Company Docs, every subcontractor goes through an easy onboarding process, every submission gets properly reviewed, and your team has full visibility over who is cleared (and who isn't), right up until mobilization day.

Want to see Company Docs in action? Schedule a demo with our team today. Or, if you're already a Breadcrumb customer, reach out to your Customer Success Manager to see how you can get it added.

Frequently asked questions

How does Company Docs work?

You send a secure, anonymous invite link to your subcontractor's administrator. They use it to upload all required pre-mobilization documentation ( no login needed). You review and approve it in Breadcrumb, and it's automatically made available to everyone on site.

Do subcontractors need to create an account?

Nope. All they need is the unique invite link you send them. 

What types of documents can be collected?

Company Docs is built around US pre-mobilization requirements. Site Specific Safety Plans and SDS forms are fully supported out of the box. You can also configure it to collect any other documentation your project requires.

How do I know which version is current?

Breadcrumb handles it automatically. Version control is built in, so only the most recently approved document is ever visible on site. You'll always have a full history of what was uploaded and when.

Is there an audit trail?

Absolutely. Every submission, approval, and version update is time-stamped and stored, giving you a clean digital record with no extra admin required.

What happens if a subcontractor arrives on site without approved documentation?

With Company Docs, that shouldn't happen. Compliance status is visible in real-time so you can see exactly who's cleared before mobilization day. And if it's ever called into question, your complete audit trail is right there.

Does it integrate with Procore and Autodesk?

Yes. Approved documents automatically sync to Procore's Documents tool, keeping your records consistent across platforms.

Is Company Docs included in my existing Breadcrumb plan?

Company Docs is available as an additional module in the US. Reach out to your account manager or contact our team to add it to your plan.