Compliance & Documentation

Licenses, insurance, and job files that do not expire unnoticed.

Insurance, licenses and certifications, COIs, W-9s, expiration tracking, and job documentation (photos, contracts). Start by tracking requirements and files; automate monitoring only after contractors pay to stop doing it in a folder.

What's included

• Insurance
• Licenses/certifications
• COIs
• W-9s
• Expiration tracking
• Job documentation/photos/contracts

Problem this solves

Expired policies and missing documents kill jobs. Job photos and signed contracts scatter across phones and email.

Who it's for

Contractors who bid commercial or insurance work, or who panic when a GC asks for a current COI.

If demand justifies it

1. 1. Expiration alerts (email/SMS)
2. 2. Customer-specific requirement checklists (GCs)
3. 3. COI request workflow
4. 4. Job photo packets tied to Scheduling & Jobs