COI · Licenses · Onboarding · Per-project compliance

Contractor Compliance Software

TrackMyVendor is the platform general contractors and property managers use to verify subcontractor licenses, collect COIs, enforce per-project insurance requirements, and stay audit-ready — without spreadsheets, email chains, or enterprise software.

No credit card required

Five things that have to be in order before any sub picks up a tool

A sub can be licensed but uninsured. Insured but missing a W-9. Fully compliant last month and suspended today. And covered globally, but not for the limits this particular job requires.

COI & Insurance Tracking

AI reads COIs. Coverage dates tracked automatically.

License Verification

Verified against TX, FL, CA, WA & OR databases daily.

Sub Onboarding

W-9, COI, license in one magic link. No portal login.

Per-Project Requirements

Set insurance minimums per job. Flag subs who don't meet them.

Vertical Compliance

GC, property manager, HOA, homebuilder — by role & state.

How the platform works

From first sub to audit-ready in under 10 minutes.

1

Build your verified sub roster

Import your existing sub list from a CSV or add contractors one at a time. The platform searches 1 million+ licenses across Texas (TDLR), Florida (DBPR), California (CSLB), Washington (L&I), and Oregon (CCB) and attaches the verified record to each profile in one click.

2

Collect COIs and W-9s without the back-and-forth

Send each sub a secure, one-time upload link. They upload their certificate of insurance, W-9, and any other documents directly from their phone — no account, no portal login. AI extracts COI coverage dates, policy limits, and named insured automatically so you don't re-key anything.

3

Monitor continuously — the platform does the work

Licenses are re-verified against state databases daily. COI and W-9 expirations are tracked automatically. If a license is suspended mid-project, you get an immediate alert — not when it's already too late.

4

Dashboard and reports for every project and audit

Your compliance dashboard shows a live score for every sub — compliant, expiring, or non-compliant — across all credentials at once. Export PDF or Excel compliance reports for project owners, insurers, or internal reviews in seconds.

The differentiator

Does this sub meet the requirements for this job — not just globally?

Most compliance tools answer one question: does this sub have a current COI? That's not the question that matters when the project owner hands you an exhibit with required limits, or when your commercial job requires $2M GL and the sub's policy caps at $1M.

TrackMyVendor lets you set insurance requirement templates per project — minimum limits, required coverage types, additional insured requirements — and automatically flags any sub whose COI doesn't meet that job's threshold. Compliance is checked against the job, not just the roster.

  • Set GL, WC, and umbrella minimums per project
  • Flag subs non-compliant for a specific job even if they pass globally
  • Different templates for commercial, residential, and owner-required specs
  • Dashboard shows compliant vs. non-compliant broken down by project
  • Enforcement mode blocks non-compliant subs from active job rosters
Start Pro free trial — 30 days

Per-project requirements are a Pro feature. No credit card to start.

Without per-project requirements
Able Electric — COI current ✓
Martinez Framing — COI current ✓
Apex Roofing — COI current ✓

All green. But Able's policy is $1M GL. Your project requires $2M.

With per-project requirements — Commercial Project A ($2M GL required)
Able Electric — COI below project minimum
Martinez Framing — compliant for this job ✓
Apex Roofing — compliant for this job ✓

Caught before mobilization, not during the owner's audit.

COI & Insurance Tracking

A certificate of insurance is a point-in-time snapshot. Coverage lapses, policies get canceled, and the COI on file is never the one that matters during an audit or a claim. COI tracking software keeps coverage current — not just documented.

TrackMyVendor reads uploaded COI PDFs with AI to extract coverage dates, policy limits, and named insured automatically. Expiration alerts go out at 90, 60, 30, and 7 days — to your team, or directly to the sub with a renewal upload link.

  • AI parses COI PDFs — no manual data entry
  • Automated alerts at 90, 60, 30 and 7 days before expiry
  • Subs get renewal link in the alert — you don't have to follow up
  • Track GL, WC, umbrella, and other coverage types
  • Per-project insurance requirement templates (Pro)

What gets tracked on every COI

General liability (GL)
Policy limits, effective and expiration dates
Workers' compensation (WC)
Coverage dates and carrier name
Umbrella / excess
Limits tracked against project minimums
Commercial auto
Expiration and named insured
Professional liability
E&O coverage for design-build subs
Additional insured status
Required endorsement flagged if missing

States covered for license verification

Texas (TDLR)
Electrical, HVAC, plumbing, A/C, and 20+ other trades
Florida (DBPR)
General, mechanical, electrical, roofing, and specialty contractors
California (CSLB)
All 44 CSLB license classes across general and specialty trades
Washington (L&I)
Contractor registrations and specialty licenses statewide
Oregon (CCB)
General, residential, specialty, and limited energy contractor licenses

License Verification & Credential Tracking

A clean certificate of insurance and a suspended license can coexist. No other COI tool catches that. TrackMyVendor checks contractor licenses against five state databases every day — not just when you think to check.

The platform verifies the contractor, not just the document. That means suspensions, revocations, and expirations trigger an alert the day they happen — not during an audit or after an incident.

  • Search 1 million+ licenses across TX, FL, CA, WA, OR
  • Daily re-verification against live state databases
  • Immediate alerts on status changes — suspensions, revocations
  • Attach verified license records to each sub's profile
  • Manual entry for subs in unlisted states — still tracked

Subcontractor Onboarding & Prequalification

Subcontractor onboarding is where compliance starts — and where it most often breaks. W-9 collection, COI requests, license lookups, and document storage scattered across email and Google Drive means something always slips through.

TrackMyVendor collapses the entire onboarding sequence into one magic link. The sub gets a secure upload URL, submits their COI, W-9, and license docs in under 2 minutes, and the platform does the rest: AI reads the COI, verifies the license, and flags anything missing. No sub account required. Works from any phone.

  • Subs upload via a one-time link — no account, no app, no portal
  • Subcontractors upload documents in under 2 minutes
  • Platform reads COI, verifies license, and flags missing W-9 automatically
  • Prequalification checklist enforced before sub can start
  • Bulk import your existing sub roster from CSV (Pro)

What gets collected on onboarding

Certificate of insurance (COI)
AI-parsed, coverage dates extracted automatically
W-9 tax form
Stored and tracked — flag missing before cutting a check
Contractor license
Verified against state database on upload
Specialty certifications
Any other document you require per trade
Compliance status
Instant score: compliant, expiring, or missing

GC Insurance Knowledge Base

GCs aren't insurance professionals — but they're the ones reviewing COIs, setting coverage requirements, and getting the call when a sub's policy doesn't cover the claim. Understanding the basics prevents the expensive mistakes.

TrackMyVendor publishes free reference guides on the insurance terms, COI fields, and coverage questions that GC teams run into on every job. Written for the person in the field, not a risk department.

This is a resource library, not an in-app feature.

The guides are free, public, and don't require a TrackMyVendor account. They're reference material for GCs who need to understand what they're collecting and why — before setting up their compliance requirements in the platform.

Compliance by Role and State

A general contractor managing 80 subs across three job sites has different compliance needs than an HOA board reviewing landscaping vendors. TrackMyVendor is built for the GC, the property manager, the HOA, and the homebuilder — with state-specific license verification for every context.

General Contractors

Managing 10–150 subs across multiple active job sites means credentials expire constantly. A compliance platform gives you a single view of who's verified before mobilization — not after the inspector shows up.

Property Managers

Recurring vendors — HVAC, plumbing, landscaping, cleaning — renew credentials on rolling schedules. Compliance software tracks renewals automatically so you're never caught with an expired COI on a claim.

HOA Managers

Board liability depends on contractors working on common areas being properly licensed and insured. A compliance platform creates the documentation trail the board needs to demonstrate due diligence.

Homebuilders

Production builders manage dozens of trade subs per community across concurrent projects. Compliance software scales what your team can manage — without adding headcount to chase credentials.

Simple, transparent pricing

No contracts, no sales call. Start free — paid plans include a 30-day free trial.

30-DAY FREE TRIAL — No credit card required

Free

$0
Up to 25 subcontractors · 1 user

Free forever. No credit card. No expiration on the free tier.

  • License verification — TX, FL, CA, WA & OR
  • Expiration tracking (in-app reminders)
  • Magic link uploads (no sub account needed)
  • Document storage

Starter

$39/mo
Unlimited subcontractors · 1 user

Solo GC or property manager tired of chasing renewals manually.

  • Everything in Free
  • AI COI parsing — no manual data entry
  • Automated alerts (90/60/30/7 days)
  • W-9 collection & storage
  • Compliance reports (PDF & Excel)
Most Popular

Pro

$79/mo
Unlimited subcontractors · Unlimited users

Multiple job sites with a foreman or office manager who also needs access.

  • Everything in Starter
  • Per-project insurance requirement templates
  • Compliance enforcement per project
  • Team roles & permissions
  • Bulk import — add your roster from CSV
  • Timestamped audit trail
  • Zapier & Make webhooks

No contracts. Cancel anytime. See the full plan comparison →

Questions & buying criteria

What to look for, and what to ask — before committing to a platform.

What is construction compliance software?
Construction compliance software is a platform that helps general contractors verify and track subcontractor credentials — licenses, certificates of insurance (COIs), and W-9 tax forms — across every project and every sub on their roster. Unlike generic document management tools, construction compliance software is built around how GCs actually work: subs rotate across jobs, requirements vary by project type, and credentials expire on rolling schedules that don't wait for year-end reviews.
What is contractor compliance software?
Contractor compliance software is a platform that helps general contractors and property managers verify, monitor, and manage subcontractor credentials — including licenses, certificates of insurance (COIs), and W-9 tax forms — in one place. It automates the verification process, tracks expiration dates, and sends proactive alerts so credentials never lapse unnoticed.
Does it track compliance per project or just per vendor?
Global compliance — "does this sub have a current COI?" — is the baseline. The harder question is whether a sub's coverage meets the requirements for a specific job. Commercial projects often require higher GL limits than residential work. Owner contracts frequently specify additional insured endorsements and minimum umbrella limits. A platform that only tracks credentials globally will miss the gap between what a sub has and what a particular job requires. TrackMyVendor lets you set requirement templates per project and flags subs who don't meet them.
Does it verify licenses against live state databases?
Most tools accept a license number and file it. A real compliance platform checks that number against the issuing state's database — daily. If a license gets suspended mid-project, you need to know before the inspector does, not after. TrackMyVendor verifies against Texas (TDLR), Florida (DBPR), California (CSLB), Washington (L&I), and Oregon (CCB).
Does it read COIs automatically or require manual data entry?
AI-powered COI parsing extracts coverage dates, policy limits, and named insured from uploaded PDFs without you re-keying anything. If the tool requires manual entry, you're still doing the work. TrackMyVendor parses COIs automatically on upload — available on Starter and Pro plans.
How does subcontractor onboarding work?
You send each new sub a secure, one-time upload link. They upload their COI, W-9, and license documents directly — no account, no app, no portal login required. AI reads the COI automatically, the platform verifies the license against the relevant state database, and you get notified when everything is submitted. Most subs complete the upload in under 2 minutes from their phone.
Does it alert subs directly or just your team?
Alerts that only go to your team put the follow-up work on you. TrackMyVendor sends the sub a renewal link in the expiration alert — with the upload URL embedded — so the loop closes automatically. You get notified when they've uploaded, not when you've finally tracked them down.
Which states does TrackMyVendor verify contractor licenses in?
Automated license verification covers Texas (TDLR), Florida (DBPR), California (CSLB), Washington (L&I), and Oregon (CCB). For all other states, you can enter license details manually and still get expiration tracking, compliance scoring, and alerts. COI and W-9 tracking works for subcontractors in any state.
How many subcontractors can the platform handle?
The free plan covers up to 25 subcontractors — no credit card required. Paid plans (Starter at $39/mo and Pro at $79/mo) support unlimited subcontractors. All plans include license verification, COI tracking, magic link uploads, and document storage. See the full pricing comparison →
What's the difference between a certificate holder and an additional insured?
A certificate holder is listed on a COI for notification purposes only — they get notified of cancellations but have no coverage rights. An additional insured is actually covered by the policy and can make claims against it. Most GCs and property managers should require additional insured status, not just certificate holder status. Read the full guide →

Every credential. Every project. Every sub.

Stop chasing renewals over email and checking state websites by hand. Get your first 25 subs covered free — no credit card, no setup, no demo required.

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First 25 subcontractors free · Paid plans from $39/mo · Cancel anytime