One place to track every subcontractor's insurance, licenses and W-9s across every active job.
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Set it up once per project — the platform tracks the rest.
Build your subcontractor directory once — company info, trade and contacts. One record per sub, reused across every project.
Define what this specific job needs — higher liability limits for a big remodel, lead-safe (EPA RRP) certification for a home built before 1978, HOA or historic-district sign-off before a sub steps on site.
Add a sub's COI, licenses and W-9 yourself, or invite them to a lightweight self-serve portal — no full account needed — so they upload it directly.
Every project shows which subs are compliant, expiring or missing something — automatically, off each document's expiry date.
Add a subcontractor once and reuse it across every project. We compute status off each document's expiry date, flag what a specific project still needs, and keep a record of every upload and change.
Give a subcontractor a one-click invite to a lightweight portal — no full account, no cost to them. The moment they upload a renewal, your records update automatically. You don't lift a finger.
If you ask a subcontractor for insurance paperwork before they set foot on site, this is for you.
The compliance essentials, built for how a residential GC actually works across a book of remodels and new builds.
Every sub you've ever worked with, one record per company — not re-entered per project.
General liability, workers' comp, auto and umbrella/excess COIs, business and trade licenses, bonds and surety, W-9s, EPA Lead-Safe (RRP) and OSHA certifications, permits — and anything else you need to track.
Active, expiring, or expired — computed off each document's expiry date, never manually maintained.
Set the compliance bar for a specific job — a sub can be "compliant" in general and still fall short of what this project requires.
Invite a sub to log in and upload their own documents directly — no more emailing PDFs to your office for someone to re-upload.
For any active project, see every assigned sub and their live compliance status in one place.
Generate a read-only, tokenized link to a sub's current documents — for an owner, lender or insurer, no login required.
Every upload, approval and status change is timestamped and attributed, so "when did we know this sub was covered" is answerable.
Portfolio risk rollup, shareable packets, audit trail and more — see every feature.
View all features →Every connection to the platform is served over HTTPS.
Uploaded documents are stored in a dedicated, access-controlled bucket — never on a shared local disk.
Every document upload, approval and status change is logged and attributed.
Every account is fully isolated at the database level — no cross-account visibility, ever.
Get every subcontractor's compliance status in one place.
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