Browse help topics
Projects & Reports
Group contractors by job, set per-project requirements, and export reports.
- What Projects are — and renaming them Starter plan or above Group contractors by job or property, and call the grouping whatever your business calls it.
- Set per-project insurance requirements Starter plan or above Require higher limits on one job than your organization-wide default.
- Assign contractors to a project Starter plan or above Add contractors to a job and see which of them fall short of that job's requirements.
- Run an insurance audit report Pro plan Show your insurer every contractor's coverage over your policy period, the gaps, and the certificates behind it.
- Export a compliance status report Pro plan Produce a PDF or Excel report of where every contractor stands today, for an owner, a client, or your own records.
- Export your organization's data Take a full copy of everything you hold in TrackMyVendor.
Didn't find what you were looking for?
Send us the question — a person answers, usually the same working day.
Contact support