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COI Tracker
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COI tracking · Landscaping companies

Keep every grounds contract — and its COI — current

HOAs, property managers, and municipalities want a current Certificate of Insurance naming them before your crews touch the property. COI Tracker tracks every account and renewal in one place.

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3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card

The job

Where this gets hard

Each managed property wants its own certificate on file

Every HOA and management company demands a certificate naming them as Additional Insured. Track each grounds contract and its endorsement without the renewal-day scramble.

Seasonal ramp-ups mean crews and coverage change fast

When you scale up for the busy season, your fleet and policies shift. Keep every renewal date visible so a lapse never catches you at peak workload.

Irrigation and tree-work subs add certificates to chase

Sub out sprinkler installs or tree removal and the property manager still expects those subs insured. Add each as a vendor and get pinged before they expire.

Typical vendors landscaping companies track

Examples we see in this dashboard

  • Your GL, Workers’ Comp, and commercial Auto policies
  • Per-property Additional Insured endorsements
  • Irrigation and tree-service subcontractors

How COI Tracker handles it

  1. 1Add each vendor with name, email, certificate type, and expiry date — or bulk-import a spreadsheet on Growth+.
  2. 2Upload the certificate PDF on each row. Files are stored privately and surfaced through short-lived signed URLs.
  3. 3Get reminders 30, 14, and 7 days before each expiry. Click “Request Update” to ping the vendor for the new cert.
Try it with your first 3 vendors free

FAQ — Landscaping companies

Can I track my own fleet and liability policies here?

Yes — add each policy as a vendor with your broker as the contact. The 30-day reminder prompts you, and Request Update asks the broker for the renewal.

How do I manage certificates across many properties?

Each property is its own row with its AI endorsement uploaded. Filter by status to see which accounts are current and which need a fresh certificate.

Do you track my subcontractors’ COIs too?

Yes — add each sub as a vendor, set the expiry, and reminders fire. Request Update emails them for a new certificate naming your company.

Can I export my whole account list?

CSV export is on every plan, including Free. Growth ($59/mo) also adds CSV import if you’re bringing a long property list over from a spreadsheet.

Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.

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