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Popular articles
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Getting Started
6 articles
Set up your requirements, add your first contractors, and learn how compliance status is decided.
Contractors
8 articles
Add, import, search and manage the contractors you track.
COIs & Insurance
8 articles
Request certificates, read what AI parsing extracted, and handle expirations.
W-9s & Documents
5 articles
Collect W-9s and file every other document you need on record.
License Verification
5 articles
Check contractor licenses against state databases in twelve states.
Alerts & Notifications
6 articles
Expiration alerts, the weekly summary, and what your contractors receive.
Projects & Reports
6 articles
Group contractors by job, set per-project requirements, and export reports.
Account & Billing
6 articles
Teammates, roles, plans, invoices and cancellation.
Integrations & API
7 articles
Webhooks, signature verification, Zapier, Make, Slack and Teams.
Agency Portal
7 articles
Run a portfolio of client organizations from the agency console.
✨ New in October 2026
All release notes →
Projects now come with Starter
Grouping contractors by job or property, with per-project coverage requirements, moves from Pro to Starter. Per-project document lists and reports stay on Pro.
Vendors, tenants and renters in one roster
Add categories beside your vendors, from presets like Tenants, Renters and Franchisees or your own words. Each gets its own list in the sidebar, and one entity can be in several. Settings → Appearance.
Insurance audit report
Every contractor's general liability and workers' comp over your policy year, with each day uncovered, as a PDF, a spreadsheet, or a pack with every certificate behind it. Tools → Insurance Audit Report.
Looking for background, not button-clicks?
The Help Center covers how to use TrackMyVendor. For what a COI is, what your state requires, and how to decide what to demand of a subcontractor, the guides are over here.
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