Facilities teams and property managers need a current Certificate of Insurance on file before your HVAC techs get keys or badges. COI Tracker tracks every account’s renewal so access never lapses.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Each property manager and facility demands its own certificate before your techs can work in their building. Track each account and endorsement without the renewal-day scramble.
Preventive-maintenance agreements get re-checked; an expired certificate can pause your access mid-contract. Reminders reach you a month ahead so paperwork is ready.
Sub out sheet metal, controls, or crane lifts and the building still expects those subs insured. Add each as a vendor and get pinged before a policy expires.
Typical vendors hvac contractors track
Yes — add each policy as a vendor with your broker’s email. The 30-day reminder prompts you and Request Update asks the broker for the fresh declarations page.
Each building is its own row with its AI endorsement uploaded. Filter by status to see which accounts are current and which need a renewed certificate.
Upload the issued PDF to that account’s row; when they ask for proof, it’s one click to retrieve and forward the exact version they need.
Yes — Free tracks 3 vendors with full 30/14/7-day reminders and CSV export. Upgrade to Starter ($29/mo) when you outgrow three accounts.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
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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.