Managing Contractors in Foundations Case Manager

Contractors are an essential part of delivering successful home adaptation projects, but managing a robust accreditation list can be difficult and time consuming. By working with our long-time software partners Iizuka we were able to secure funding from Innovate UK to enhance the functionality of Foundations Case Manager with new tools for managing contractor lists, dealing with quotations, handling variations and signing off completed projects.


Contractors can login to a secure online portal and upload details of the accreditations, such as insurances and credentials from other assessment bodies.

A month before any accreditation expires both the agency and the contractor will receive a reminder. Once an accreditation has expired that contractor will no longer be available for selection for new works until the details are updated.

The agency can select the types of accreditations required.

Handling Quotations


Managing Variations


Snagging and Completion