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 $19/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. Pro adds team members so each on-site coordinator can manage their building without seeing the others.
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.
Yes. Growth+ exports CSV; Pro adds a one-page PDF report with status, expiry, and certificate type per vendor — formatted for an audit binder.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.