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COI tracking · Manufacturing facilities

COI tracking for manufacturing facilities

Millwrights on the line, sanitation crews overnight, scrap haulers at the dock — a plant runs on outside contractors. One expired policy on a serious floor injury and the exposure follows your facility.

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

The job

Where this gets hard

Contract crews change with every shutdown

Turnarounds and maintenance windows bring in specialist subs you may only use once a quarter. Between visits their coverage can lapse — automated reminders flag it before they badge back in.

Customer audits reach into your contractor records

The OEMs and retailers you supply run vendor-compliance portals and expect you to show every on-site contractor is covered. Keep each certificate uploaded and filterable so you’re never scrambling the day the auditor arrives.

One firm, several plants, scattered paperwork

Each facility hires its own local contractors and files certificates its own way. COI Tracker pulls every plant’s vendors into one dashboard you can filter by status.

Typical vendors manufacturing facilities track

Examples we see in this dashboard

  • Machine maintenance & millwrights
  • Industrial sanitation crews
  • Waste & scrap haulers

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 — Manufacturing facilities

What contractor insurance types should I be tracking?

Most plants require General Liability, Workers Compensation for anyone on the floor, and Auto Liability for haulers driving on-site. COI Tracker stores the certificate you upload per vendor so you always know what each one carries — you set the expiry date.

How do reminders work for occasional contractors?

Every vendor gets the same automated schedule — emails at 30, 14 and 7 days before their certificate expires — so even a sub you use twice a year never slips off the radar.

Can I chase a contractor for a renewed certificate?

Yes. Click "Request Update" and COI Tracker emails that contractor from your name asking for the current COI, then you upload it and reset the date.

Can I run this across more than one facility?

Yes. Add the plant name to each vendor and manage everything from one dashboard. Growth ($59/mo) adds CSV import to bulk-load your existing lists; Free tracks 3 vendors to start.

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

Ready to take vendor compliance off your plate?

3 vendors free, no credit card required. Upgrade only when you outgrow it.