You win a national account, then dispatch local HVAC, electrical and janitorial subs to hundreds of sites. Your client holds you accountable for every one of them — a single lapsed certificate is your problem, not the sub’s.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Coverage across many markets means constantly adding and dropping regional trades. Their policies renew on their own timelines — automated reminders keep every sub current no matter how the network shifts.
National accounts run vendor-compliance portals and expect proof that every dispatched sub is covered. Keep each certificate uploaded and filterable so you’re never the reason a work order is blocked.
The same trade might serve ten locations under different work orders. COI Tracker keeps every subcontractor certificate on one dashboard you can filter by status instead of a spreadsheet per client.
Typical vendors facility maintenance companies track
Yes. Put the site or account name in the vendor field and everything lands on one dashboard you can filter by status. Growth ($59/mo) adds CSV import to bulk-load your existing sub list.
COI Tracker emails you at 30, 14 and 7 days before any subcontractor certificate expires, and "Request Update" emails that sub from your name to send the renewal.
Free tracks 3 vendors with full reminders and CSV export. Starter is $29/mo and Growth is $59/mo with CSV import for larger sub networks.
Yes — filter by status and export the whole list to CSV, included on every plan, so a client always sees who’s covered on their sites.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
Diagnostic
Four breaking points that tell you it’s time to switch.
Free download
14 fields, status formulas, conditional formatting. Email-gated.
Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.