Subcontractor Compliance & COI Tracker Kit -- Master Tracker, Agreement, Email Templates
Sale price
$47.00
Regular price
$97.00
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Subcontractor Compliance & COI Tracker Kit -- Master Tracker, Agreement, Email Templates
Sale price
$47.00
Regular price
$97.00
Tier 1 premium · Upgrade from $37 tracker
The full subcontractor lifecycle in one kit. Onboard, track, escalate.
Everything in the $37 Sub Compliance Tracker, plus the documents and templates for the full onboarding lifecycle: master agreement, prequalification form, COI request emails, and the lapsed-policy escalation script you'll want before you actually need it.
Excel + Sheets + WordFull lifecycleMaster agreement includedPrequal form
Everything from the $37 tier, plus
- Master Subcontractor Agreement (Word, editable) with scope, payment, indemnification, and termination clauses
- Subcontractor Prequalification Form: insurance limits, safety record, references, capacity
- 5 email templates: initial COI request, W-9 request, 30-day expiration warning, lapsed policy escalation, mobilization hold notice
- Lapsed-policy phone script (the one you'll wish you had at 6am the morning of a job)
- One-page sub onboarding checklist printed for the binder
Who picks this over the $37
- GCs who want documentation for the entire onboarding lifecycle, not just expiration tracking
- Operators who've been burned by a sub showing up without an active GL policy
- Shops that need a paper trail before signing a sub on a high-value job
FAQ
Can I buy just the master agreement?
Not separately. The agreement, prequal form, and email templates are exclusive to this premium tier. The base $37 tier is the tracker only.
Is the agreement state-specific?
It's written to work in all 50 states, with editable sections for state-specific add-ons (e.g. California prevailing wage notice). For commercial work over $100K, run it past a local construction attorney.
Should I start with the $37 and upgrade?
If you only need expiration tracking and have an existing sub agreement, start at $37. If you're onboarding subs without a documented process, the $47 saves you the time of writing one.
Disclaimer · Template starting point
Any agreement, scope-of-work, or contract template included is a starting point, not legal advice and not attorney-drafted for your jurisdiction. The Subcontractor Agreement, change order, and pre-qualification templates have not been reviewed for compliance with your state's contractor licensing statutes, prevailing wage rules, or mechanics lien requirements. Consult a licensed construction attorney before using on jobs over $50,000 or on commercial work. Full disclaimer.
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