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Getting Started
Set up your requirements, add your first contractors, and learn how compliance status is decided.
- How TrackMyVendor is organized A tour of the eight screens in the sidebar and what each one is for.
- Set your insurance requirements first Define the coverages and limits every contractor must carry, before you start collecting certificates.
- Add your first contractor Create a contractor record so you have somewhere to file their documents.
- Request documents from a contractor Send a one-time upload link. Your contractor uploads from their phone — no account, no password.
- What Compliant, Non-Compliant and No Documents mean The three statuses TrackMyVendor assigns, and the one rule about expired documents that surprises everyone.
- Your first week: a setup checklist Six things to do in order, from setting requirements to your first weekly summary email.
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