See how Crew Matrix handles a contractor from invitation to approval.
A short, guided walkthrough of a sample workflow - the management view, the contractor’s phone, your review, and the audit trail. No sign-up, no email, no sales call.
Demonstration data - not a real company or workers.
1. Choose your industry context
Adjusts the wording and documents to match your world.
2. Who are you?
Sets the point of view. You can change it any time.
Context: Security & events · Operations manager
Security & events · Operations manager
- 1. Management overview
- 2. The missing requirement
- 3. The contractor uploads
- 4. Your office reviews
- 5. Result & audit trail
Who is ready to work right now?
This is the management overview your operations manager sees. Each worker carries one clear status. Select the worker who needs action to follow them through.
James Doherty
Groundworker
Priya Shah
Site supervisor
Tomasz Wójcik
Plant operator
Leon Barnes
Labourer
Aisha Rahman
Electrician (subcontractor)
Tip: only Tomasz Wójcik needs action in this demo - select them to continue.
Why isn’t Tomasz Wójcik ready?
Opening the worker’s record shows exactly what your company requires of them, and what is holding them back.
Tomasz Wójcik · Plant operator
CM-1044 · Assigned to a site in Security & events
-
Site Clear
Right to Work
In date
-
Site Clear
CSCS card
In date, expires in 18 days (flagged for renewal)
-
Site Clear
RAMS acknowledgement
Acknowledged, in date
-
Action Needed
CPCS or NPORS plant card
Missing, required before work
Action needed: Tomasz Wójcik will not show as Site Clear until CPCS or NPORS plant card is provided and approved. Next, see how they send it in.
The contractor uploads it - from their phone.
You request the missing document once. Tomasz Wójcik gets a secure invite, signs in to their own private record, and sends it in. No app to install.
Hi Tomasz,
Your office has requested one document before you’re Site Clear:
Requested by your office.
Attached - ready to submit.
Tap “Take a photo or upload” to send it in.
Simulated upload - no file leaves your device.
Your office reviews the evidence.
The document lands in your review queue with everything you need to make a decision. Approve or reject it to see what happens next.
Document preview
NPORS-card.jpg
- Document
- CPCS or NPORS plant card
- Worker
- Tomasz Wójcik
- Assigned site
- Security & events
- Expiry
- In 2 years
The status updates in the demo.
Your decision updates Tomasz Wójcik’s status, and is recorded in the audit history with a time stamp: who decided what, and why.
Audit trail
-
CPCS or NPORS plant card uploaded
by Tomasz Wójcik (worker portal) · just now
-
Approved by you (office review) · just now
Evidence retained against the worker record.
-
Status recalculated automatically
All required documents present and in date.
That’s the whole loop. The management dashboard now shows Tomasz Wójcik as ready - and if anyone ever asks who cleared them and on what evidence, the answer is already on file.
Prefer to talk it through? Contact us
That’s Crew Matrix, end to end.
Pay for the workforce you manage, not for the features you use.
Per active worker
/ active worker / month
Minimum monthly subscription
/ month
£3.99 per active worker per month, subject to a £49 minimum monthly subscription. All platform functionality and admin accounts are included. Need help getting set up? Talk to us. See full pricing.