Small tools for the work in between.
Calculators, checklists and templates you can use right now without an account. Save a free Credbase profile to keep your results and pick up where you left off.
Subcontractor document checklist generator
Answer a few questions about the trade and the job, get the exact document list to request from a subcontractor, plus a request email and a reminder schedule.
Supplier document checklist
A tidy starter list of the documents most teams should hold for a new supplier. Tick them off, copy or download.
Expiry reminder calculator
Enter a document expiry date and get sensible reminder dates plus a calendar file you can drop into Outlook or Google.
Evidence pack outline
A one-page template for what a proper client evidence pack should contain. Pick the sections that apply and copy the outline.
Document request email templates
Six polite, professional templates for requesting and chasing supplier documents. Fill in a couple of fields and copy.
Third-party risk quick-check
Ten quick questions on how organised your supplier record really is. Get a plain-English red, amber or green score with next steps.
AI document reader demo
See how Credbase reads document type, issuer and expiry from sample supplier documents. No account, no upload needed.
Insurance cover checker
Pick a sector and a contract value and see the minimum public liability, employers' liability and professional indemnity cover most UK clients expect.
Certificate authenticity checklist
Twelve quick checks to confirm a supplier's insurance or ISO certificate is genuine, current and issued to the right entity before you accept it.
RAMS collection checklist
Build the exact RAMS and site paperwork to collect from a subcontractor for a specific job. Pick the trade and work type, then copy or download the list.
Staff certification tracker template
Log your team's certifications and expiry dates in-browser. Get a colour-coded status table and download it as CSV for your records.
Document readiness grader
Answer twelve questions and get a plain-English readiness grade from A to F for your supplier document set, with the top three actions to raise it.
Spreadsheet-to-request converter
Paste a supplier spreadsheet with the documents you need from each. Get one clean, ready-to-send request email per supplier in seconds.
EV installer document checklist
Build the exact accreditation, insurance and site paperwork to collect from an EV charger installer before they touch the wall. Copy or download.
Vendor due diligence questionnaire builder
Pick the sections that matter for a vendor and generate a clean due diligence questionnaire you can send today. Insurance, security, financial, ESG and more.
Prequalification pack builder
Assemble a PAS 91 / SSIP-style prequalification pack for a specific tender. Pick the sections the buyer asks for and get a ready outline plus a document request list.
Contractor onboarding email sequence
Generate a four-step email sequence to onboard a new contractor cleanly. Welcome, document request, gentle chase and expiry reminder, all ready to copy.
Pack readiness score calculator
Score a single client-ready evidence pack out of 100 before you send it. See exactly which documents are missing, expired or under-cover and fix the gaps first.
COI parser demo
Paste the text of a certificate of insurance and see the insurer, policy number, cover limits and expiry pulled out in seconds. No upload, no account.
Renewal cost-of-delay calculator
An expired certificate on site day one costs you £X in stopped works, lost margin and client credit. See the number for your contract in seconds.
Insurance shortfall calculator
Compare a supplier's current cover to your client's minimum and see the shortfall in pounds, per policy. Includes a ready-to-send top-up request email.
Save your results in Credbase.
A free Credbase profile keeps every checklist, calendar reminder and evidence pack draft in one place. No card required.