Cleaners, HVAC techs, security, pest control, vending — every recurring service vendor needs an active COI on file. We make sure none of them slip past renewal.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Your janitorial vendor renews in March, your HVAC contract in October, your pest-control sub mid-year. A spreadsheet hides the cadence; COI Tracker surfaces it as a calendar.
Many corporate facilities require a current certificate before a vendor’s tech badges in. Lapsed coverage = no access = your help-desk ticket. Automated reminders prevent the scramble.
Annual EH&S and risk audits sample every recurring service. One missing COI can stretch the audit by a week. Filter the dashboard, export, done.
Typical vendors facility managers track
Today the vendor name field doubles as the tag — e.g. "Acme Janitorial — North Tower". Per-vendor tags / categories are on the roadmap; CSV export currently lets you slice by name in Excel for now.
Same workflow — include the building in the vendor name or use the CSV import on Growth+ to bulk-load by building. Filter the dashboard by building name to see just that site.
Not directly today. The most common workflow is: COI Tracker holds the renewal calendar, the CMMS holds the work orders. CSV export bridges the two for now.
Not as a generated PDF — that does not exist today. Every plan can export CSV (vendor name, email, certificate type, expiry date), which you can shape into the summary your auditor wants in Excel.
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.