Grooming, boarding, crematory transport, biohazard waste, equipment service — a clinic leans on outside vendors who handle animals, drive, and work on your premises. Each one’s lapsed certificate is a claim that can circle back to you.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
A mobile groomer or contract boarding handler working uninsured is exactly the gap that hurts when an animal is injured or bites. Track each handler’s certificate and let reminders fire at 30, 14, and 7 days before it expires.
The vendor collecting remains drives on your behalf and represents your clinic to grieving owners. Keep their auto and liability certificate current and email a "Request Update" the moment renewal is due — from your name.
Sharps and biohazard haulers and x-ray or equipment technicians all work on site. Store each certificate PDF in private storage and filter the dashboard by status so an expired one never slips by.
Typical vendors veterinary clinics track
Mobile groomers, boarding and handling contractors, crematory and remains transport, biohazard waste haulers, and equipment technicians. Any vendor who handles animals, drives for you, or works on site should have a current certificate on file.
Enter each vendor’s expiry date once and you get automated reminders 30, 14, and 7 days out. Click "Request Update" and the vendor is emailed from your name for the renewal; upload the new PDF and the expiry resets.
Each certificate PDF or photo is kept in private storage and served through signed URLs, so only you can open it from your dashboard. COI Tracker stores the file and tracks the date — it doesn’t read or verify what’s inside.
Free covers up to 3 vendors with CSV export included. Most clinics tracking more move to Starter at $29/mo, and Growth at $59/mo adds CSV import to load an existing vendor list quickly.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
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.