Universal Subcontractor Compliance Tracker -- All Trades
Stop calling subs the morning of a job to find out their insurance lapsed.
A single sheet that tracks every subcontractor's certificate of insurance, W-9, license, and safety certifications. Color-coded lapse alerts at 30, 14, and 7 days out. Built for the 1 to 25 sub GC who can't justify Procore.
What's inside
- Master tracker sheet with conditional formatting for expiration windows
- Per-sub tabs that auto-populate from the master sheet
- One-click email templates for COI requests, W-9 requests, and lapsed-policy escalation
- Pre-built status filters: Active, Expiring 30d, Lapsed, Pre-mobilization hold
- Trade preset list: HVAC, electrical, plumbing, framing, roofing, drywall, painting, concrete, masonry, landscaping, demolition, general
- One-page audit-ready printout for OSHA visits
Who this is for
- GCs running 1 to 25 subs per job
- Owners who have been burned by a sub's expired GL policy
- Anyone who's tired of digging through email for the latest COI
Who this isn't for
- Solo operators with no subs (use the Jobsite Profit Calculator instead)
- GCs over 50 subs already on Procore or ComplyWorks
- Anyone looking for a service that auto-emails subs (this is a tool, not a SaaS)
How it stacks up
FAQ
The Compliance Tracker covers ongoing COI/license/OSHA expiration. The Pre-Qual Kit covers the onboarding workflow before that: 15-question questionnaire, reference check, safety review, starter MSA, COI request email, and W-9/1099 tracker. Onboarding + ongoing = $74.
View Subcontractor Pre-Qualification Kit →256-bit SSL via Shopify. Card data never touches our servers.
Excel, Sheets, Word, and PDF. You own them forever. No subscription, no login wall.
Download links arrive in your confirmation email the moment your order is placed.
Not what you needed? Email us within 14 days and we make it right.