Back office · Compliance
Compliance tracking
COIs, W-9s, lien waivers, licenses, and insurance. Collected, organized, and flagged before they expire.
Who this is for
- General contractors managing multiple subs across projects
- Commercial contractors with strict compliance requirements
- Builders who've been burned by an uninsured sub
- Anyone tired of the "can you send your COI again?" email
The problem
You need a COI from the electrician before he starts Monday. His insurance expired last month and nobody noticed. Now you're chasing paperwork at 4 PM on Friday while the job sits.
Compliance paperwork is boring, but it's not optional. Expired insurance means you're exposed. Missing W-9s mean tax headaches.
What we track
- Certificates of Insurance: General liability, workers comp, auto, umbrella
- W-9 forms: On file before first payment
- Lien waivers: Tracked with each payment (we draft the request for you to send), filed, and ready when you need them
- Contractor licenses: Copies of DPOR licenses, tradesman cards, and local business licenses, with expiration dates tracked
- Signed contracts: Subcontract agreements, lien waivers
- Safety certifications: Safety training cards, trade-specific certs
How it works
- We set up a tracker for your subs: who needs what, and when it expires
- We draft the document requests to your subs for you to send (or you send us what you have)
- We file everything and flag what's missing or expiring
- 30 days before expiration, we draft the renewal request for you to send
- You get a simple tracker showing who's current and who's not
We keep it moving with drafted requests for you to send. You just check the tracker before you cut a check or let someone on site.
Stop chasing paperwork
Let's get your sub files in order.