COI tracking · Restaurants & franchises

COI tracking for restaurants and franchise operators

Franchisors and corporate insurance teams audit your vendor coverage on a schedule. Stay ahead of the audit instead of scrambling for it.

3 vendors free · Plans from $19/mo · Setup in 2 minutes · No credit card

The job

What restaurants and franchise operators actually deal with

Franchise agreements mandate vendor coverage minimums

Most franchise agreements require General Liability and Workers Comp on every recurring vendor — and franchisors audit. A lapsed pest-control COI can violate the franchise agreement.

Equipment service vendors lapse silently

Walk-in cooler service, hood-cleaning, grease-trap pumping — they renew quietly, and you only hear about it when something fails inspection or floods the kitchen.

Multi-location operators carry the load alone

If you run three or five locations, the COI tracking burden compounds while your time per location shrinks. CSV import + reminders is the only way to scale this without hiring an ops manager.

Typical vendors restaurants & franchises track

Examples we see in this dashboard

  • Hood cleaning & grease-trap services
  • Walk-in & ice-machine service contracts
  • Pest control & exterminators

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 — Restaurants & franchises

Can I track COIs across multiple locations?

Yes. Include the location in the vendor name (e.g. "ABC Hood Cleaning — Kingsway") or use Growth+ CSV import to bulk-load by location. Pro supports team members so each GM can manage their store.

What does my franchisor typically require?

Most franchise agreements require General Liability ($1M/$2M aggregate is common), Workers Comp where employees exist, and Auto Liability for any vendor with vehicles on premises. Some also require Liquor Liability for vendors handling alcohol delivery — check your specific agreement.

Can this help during a health-department or franchise audit?

Indirectly — the dashboard gives you live status at a glance, and Pro exports a one-page PDF compliance summary. The audit itself looks at your operating practices, but having current vendor COIs in hand removes one entire audit category.

Is there a small-business plan for one or two locations?

Starter ($19/mo) covers up to 25 vendors — enough for most single-location restaurants. Multi-location operators usually need Growth ($49/mo, 100 vendors) or Pro for unlimited.

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.