Contractor Compliance Resources
Guides, checklists, and free tools to help GCs, HOAs, and property managers track subcontractor licenses, insurance, and compliance.
Getting Started
Build a repeatable system for collecting and monitoring subcontractor licenses, COIs, and W-9s across your entire roster.
Step-by-step guide to checking contractor license status in Texas, Florida, California, Washington, and Oregon.
Verify any contractor before they start work — license status, COI, W-9, and red flags — in five minutes or less.
By Audience
Seven documents to collect from every vendor before they set foot on HOA property — COIs, licenses, W-9s, and more.
Coverage minimums, policy types, and how requirements vary by project size and contract type.
What small GCs actually need to track — without a dedicated compliance team. Practical, not theoretical.
State license and insurance requirements for contractors working on HOA-managed properties.
A practical guide for GCs and property managers on collecting, storing, and monitoring subcontractor COIs.
How property managers track vendor insurance requirements across their entire property portfolio.
By State
Florida
Which trades require a state license in Florida and how to verify status.
Read →Texas
California
Which trades require a state license in California and how to verify status.
Read →Washington
Which trades require a state license in Washington and how to verify status.
Read →Oregon
Which trades require a state license in Oregon and how to verify status.
Read →Free Tools
Look up contractor license status in Texas, Florida, California, Washington, and Oregon directly from state databases.
Free downloadable spreadsheet template for tracking certificates of insurance across your vendor roster.
Downloadable PDF checklist covering insurance, licenses, tax documents, and more — for vetting any new contractor.
Answer a few questions about your current compliance process and get a personalized report with gaps and recommendations.
Side-by-side comparison of COI tracking tools — features, pricing, and what each is best suited for.