Every Job's Subs in One Place — Who's Mobilizing, and Who's Cleared to
Your sub list is not the question on Monday morning. The question is who is on the hospital job this week, and whether every one of them is covered for it. Put each sub on the jobs they work, give each job its dates, and the answer is one screen — on the super's phone, before the crew is on site.
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Jobs
Status · Dates
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Non-Compliant
St. Mary's Hospital — West Wing
Mar 2 – Nov 20, 2026 · 14 subs
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Compliant
Harbor Tower TI, Floors 3–5
Aug 10 – Dec 18, 2026 · 9 subs
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No subs
Job #2417 — Elm St. Duplexes
Oct 5, 2026 – Feb 26, 2027 · 0 subs
St. Mary's Hospital — West Wing
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Brightline Electric Compliant
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Apex Drywall LLC Non-Compliant
Why? General Liability is $1,000,000, below the $2,000,000 minimum on this job
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Cascade Mechanical Compliant
From contract award to closeout
A job goes in when the contract is signed and comes off when the punch list is done. In between, it is where you look to know who is on it.
Open the job when the contract is signed
The job number or the address, a line of description, mobilization as the start date and substantial completion as the end.
Assign the subs you bid it with
Pick them from your roster — the electrician, the drywall crew, the mechanical sub. A sub on three jobs is on three jobs; their page lists every one, with its dates, which is how you answer "where are they working for us right now?"
Check the job before mobilization
Every job is Compliant, Non-Compliant or has no subs on it yet, and the dashboard counts each. Open the job to see which sub is short and why — before the crew arrives, not after the owner's risk manager asks.
Rename projects to Jobs and contractors to Subcontractors on the Appearance tab in Settings — every screen and report follows.
The job schedule and the COI schedule are not the same schedule
A sub's certificate is dated to their policy year, not to your job. The one you collected at mobilization in March renews in August, right in the middle of rough-in.
What lapses before substantial completion
The compliance calendar lays every sub's COI and license renewal out by month. With the job's end date in front of you, the renewals that land inside it are the ones to get ahead of — and on Starter and up, subscribe the calendar into Outlook or Google Calendar beside the job schedule.
Closeout takes the job off the badge
Once the end date passes, the job's requirements stop counting on every sub who worked it and its rows leave the Action Queue. The job and its sub list stay on file for the warranty call two years later.
The owner's requirements, on the owner's job
Put the prime contract's insurance exhibit on the job — higher limits, an umbrella, additional insured, waiver of subrogation — and the subs on it are held to it on top of your standard subcontract. Flow-down requirements, in detail.
On the job
Each sub graded against the job's own requirements, with the gap in plain words.
On the sub's badge
Red on any active job means red on the roster, with the job named under Why?.
In the Action Queue
A section per job for what the job asks for over and above your floor.
The report the owner's rep actually asked for
"Are your subs on our job covered?" is a question about one job. Export that job's PDF — dated, with the job's dates and every sub on it — and send it as-is to the owner's rep, the lender's draw inspector or the surety. The Excel version is for your PM to sort. About compliance reports.
Project tracking in other industries
Property managers
Vendors by property
The vendors servicing each property in the portfolio, and a report for each owner.
HOA & community associations
Vendor oversight
Every vendor contract with its term, each association's vendors, and proof they stay covered.
Private schools
Renters by rental
Each facility rental and summer campus project, with its own dates and its own renters.
How grouping works in every industry — dates, assigned contractors, status per project and reports: project-based contractor management.
Simple, transparent pricing
Jobs and job-level requirements are on Starter and up; job reports and unlimited users for your supers and PMs are on Pro. Start with a 30-day free trial.
Free
Organize your roster and run COI tracking at zero cost. Free forever, no credit card.
- ✓AI COI parsing & W-9 parsing — carriers, limits, dates and TINs read for you
- ✓50-state license tracking, plus automated license verification against state databases
- ✓Magic link onboarding — documents arrive through an upload link, no account needed
- ✓Document vault — contracts, licenses, W-9s and insurance, filed by category
- ✓Weekly compliance digest — a summary email of upcoming expirations
- ✓Timestamped audit trail — the full history of every certificate
- –Renewal reminders are sent by you — one click emails the upload link
Starter
Flat, predictable pricing for active general contractors and property managers.
- ✓Everything in Free
- ✓Unlimited subcontractors — no per-record fees and no 25-record ceiling
- ✓Automated renewal reminders — email alerts at 90/60/30/7 days to your team and the subcontractor
- ✓Projects & job sites — group subcontractors by job, with per-project coverage rules
- ✓Calendar feed — deadlines live in Google Calendar, Outlook or Apple Calendar
- ✓Bulk roster import — from a CSV or a certificate archive
- ✓2 user seats — invite a second team member or coordinator
Pro
Full automation, endorsement checks and integrations for growing teams.
- ✓Everything in Starter
- ✓AI endorsement verification — reads the additional insured, waiver of subrogation and primary & non-contributory pages
- ✓Unlimited users & roles — access for foremen, office managers and admins
- ✓QuickBooks & integrations — QuickBooks Online, the API, Zapier, Make, Slack and Teams
- ✓Insurance audit report — every sub's coverage and gaps over your policy year, for the premium audit
- ✓Third-party categories — vendors, tenants, renters and franchisees on their own lists
No contracts. Cancel anytime. See the full plan comparison →
Frequently asked questions
How do I track which subs are on which job?
Which dates should I put on a job?
Can I see which subs' insurance lapses before the job finishes?
Can a job require more insurance than my standard subcontract?
What do I send the owner when they ask if our subs are covered?
Can my supers and PMs see the job status?
Know who is cleared on every job before they mobilize
Subs by job, jobs with dates, and a report for the owner in one click.
Start free trial — Pro planNo credit card required
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Plans & Pricing
View plans and start your free trial