Every Property's Vendors, and Whether They're Covered to Work There
Before a work order goes out, the question is whether this vendor is cleared for this property — not whether they are on your approved list somewhere. Put each vendor on the properties they service, track capital projects with their own dates, and give every owner a report about their building alone.
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Properties
Status · Dates
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Non-Compliant
The Linden — 240 units
No dates set · 11 vendors
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Compliant
Maple Court Townhomes
No dates set · 7 vendors
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Compliant
The Linden — Roof Replacement
Apr 6 – Jun 12, 2026 · 2 vendors
The Linden — 240 units
-
Summit Elevator Co. Non-Compliant
Why? General Liability is $1,000,000, below the $2,000,000 minimum on this property
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BluePeak HVAC Compliant
-
ClearWater Pool Service Compliant
Your portfolio, property by property
One vendor roster for the management company, and a view of it for each building — the way your team already thinks about the work.
Add each property you manage
The property name as the owner knows it, a line on the asset, and no end date while it is under management. A capital project gets its own entry with its own dates.
Assign the vendors who service it
The HVAC contractor, the pool service, the landscaper, the make-ready and turnover crews. A vendor across six properties is one record on six properties, and their page lists every one.
Check the property before the work order
Every property is Compliant, Non-Compliant or has no vendors yet, and the dashboard counts each. Open one to see which vendor is short, with Why? spelling out the gap.
Rename projects to Properties and contractors to Vendors on the Appearance tab in Settings.
Properties are ongoing. Capital projects have dates.
A managed property runs until the management agreement ends; the roof replacement runs April to June. Both belong in the same list, with the dates that fit.
Renewals during the capital project
The compliance calendar shows every vendor's COI and license renewal by month. Read it against the project's dates and you know whose certificate lapses before the roofer is off the building — and on Starter and up, subscribe it into Outlook beside the property calendar.
A property leaving the portfolio
When a management agreement ends, give the property an end date. Its requirements stop counting on its vendors and it leaves the Action Queue, while the record of who serviced it stays on file.
Each owner's requirements, on each owner's property
An institutional owner's $2M minimum belongs on their building, not on your whole vendor list. Put it there, and the vendors servicing it are held to it on top of your management company's standard. Owner-specific requirements, in detail.
On the property
Each vendor graded against that owner's requirements, with the shortfall in plain words.
On the vendor's badge
Short on one property means red on the roster, with the property named under Why?.
In the Action Queue
A section per property for what its owner asks over and above your standard.
A vendor compliance page for every owner report
Export one property's report — a dated PDF of every vendor servicing it and their status — and it goes straight into the monthly owner package, or to the asset manager or the lender's inspector when they ask. It says nothing about your other owners' buildings. About compliance reports.
Project tracking in other industries
General contractors
Subs by job
Which subs are on which job, from mobilization to closeout, and who is cleared on each.
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
Properties, per-property requirements and owner reports are on Pro, with unlimited users for every site and regional manager. Start with a 30-day free trial.
Free
Free forever. No credit card. No expiration date on the free tier.
- ✓AI COI parsing and AI W-9 parsing — carrier, limits, policy dates, name, TIN and tax classification read for you
- ✓Any other document, filed by category — contracts, financials, licensing, insurance
- ✓License tracking in all 50 states, plus automated daily state-database verification
- ✓Magic link uploads — your subs send documents without an account
- ✓Expiration tracking across every license, certificate and W-9
- ✓Weekly compliance digest by email
- ✓Timestamped audit trail
Starter
Solo GC or property manager tired of chasing renewals manually — less than the cost of discovering one expired license on inspection day.
- ✓Everything in Free
- ✓Unlimited vendors — no 25-record ceiling
- ✓Automated email alerts at 90/60/30/7 days — sent to your team and the contractor
- ✓Calendar feed — subscribe every deadline into Google Calendar, Outlook or Apple Calendar
- ✓Bulk import — add your roster from CSV or a certificate archive
- ✓Invite a second user to your account
Pro
Multiple job sites or properties, with a foreman or office manager who also needs access.
- ✓Everything in Starter
- ✓AI-parsed endorsements — additional insured, waiver of subrogation, primary & non-contributory, read off the endorsement pages
- ✓Projects — group subs by job or property, with per-project coverage requirements
- ✓Unlimited users & team roles
- ✓Integrations — QuickBooks Online, Zapier, Make, Slack and Teams
- ✓Compliance reports (PDF & Excel)
No contracts. Cancel anytime. See the full plan comparison →
Frequently asked questions
How do I track which vendors service which property?
Do properties need an end date?
Can we track a capital project separately from the property?
Can each owner get a report for their own property?
Can different owners have different insurance requirements?
Can our regional and site managers see their properties?
Know every property's vendors are covered before the work order goes out
Vendors by property, capital projects with dates, and a report for every owner.
Start free trial — Pro planNo credit card required
Explore More
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Track vendor COIs, licenses & W-9s across every property
Compliance Rules for Property Managers
Management-company defaults, owner requirements per property
Project Management
Group vendors by project or job
Compliance Calendar
See every COI and license expiration on a 12-month calendar
Compliance Status & Reports
Every contractor red or green at a glance, and dated PDF and Excel reports
Track Vendor Insurance for Property Managers
COI tracking and vendor compliance guide for PMs
Team Collaboration
Invite team members with role-based access
Plans & Pricing
View plans and start your free trial