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COI tracking · Painting contractors

Don’t lose a painting bid over an expired certificate

GCs and property managers screen for a current Certificate of Insurance before they award the job. On tight margins, an easy miss like a lapsed COI shouldn’t be what costs you the work.

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

The job

Where this gets hard

Bid eligibility can hinge on a single current certificate

Many GCs won’t score a bid from a contractor whose COI reads expired. A reminder 30 days out keeps your coverage current before quotes are due.

Commercial and residential jobs need different paperwork

Your commercial GCs want AI endorsements while property managers want their own certificate. Track every relationship in one dashboard instead of separate folders.

Subcontract crews carry coverage you have to prove

When you bring on extra painters as subs, the GC expects them insured too. Add each crew as a vendor and get warned before their policy lapses on your job.

Typical vendors painting contractors track

Examples we see in this dashboard

  • Your GL, Workers’ Comp, and Auto policies
  • Per-project Additional Insured endorsements
  • Subcontract painting crews

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 — Painting contractors

Can I track my own broker renewals here?

Yes — add each policy as a vendor with your broker as the contact. When the reminder fires, Request Update emails them for the new declarations page.

What about the certificates I issue to clients?

Upload each one to the client’s row so the version with their AI endorsement is always a click away when they ask for proof before letting you start.

How is this different from keeping PDFs in a folder?

A folder won’t remind you. COI Tracker emails you 30, 14, and 7 days before every expiry so a lapse never costs you a bid.

What does it cost?

Free covers 3 vendors with reminders and CSV export. Starter is $29/mo for unlimited vendors; Growth is $59/mo and adds CSV import.

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.