Contractor Compliance Resources

Stop chasing subs for updated COI certificates. AI parsing, magic link collection, and 90/60/30/7-day expiration alerts — free for your first 25 subs.

Collect W-9 forms at onboarding, track submission status, and stay 1099-ready year-round — without the year-end scramble.

The full platform GCs and property managers use to verify licenses, track COIs and W-9s, and stay audit-ready — all in one place.

Automated contractor license monitoring — add your subs once, get daily status checks and expiration alerts without manual re-verification.

Track licenses, COIs, and W-9s for every subcontractor in one dashboard. Automatic alerts before any credential expires.

Vendor insurance compliance tracking, the HOA vendor checklist, and the best vendor management approach for property managers and associations.

Enterprise tools are built for large operations. Here's what actually works for small GCs — and when to make the switch from a spreadsheet.

Side-by-side comparison of COI tracking tools — features, pricing, and what each is best suited for.

If myCOI's pricing or complexity doesn't fit your operation, here are the alternatives — with real pricing and no sales call required.

Billy is built for 100+ sub Procore shops. If that's not you, here's what fits — including a free option with contractor license verification.

TrustLayer's Pulse engine and API are impressive — and enterprise-priced. If you need COI tracking without a software engineering project, here are your options.

How modern GCs automate COI parsing, daily license verification, W-9 collection, and expiration alerts — replacing the manual email-and-spreadsheet workflow.

Receive real-time contractor compliance events in Zapier and trigger actions in 6,000+ apps — Slack alerts, Google Sheets logging, Gmail notifications, and more.

Use Make's visual builder to route contractor.coi_expiring, contractor.w9_missing, and other events to Slack, Airtable, Gmail, and 1,500+ other apps.

Route contractor COI expiration alerts, license monitoring events, and W-9 missing notifications to Slack channels via Zapier or Make. Setup takes about 10 minutes.

Use Power Automate (included with Microsoft 365) to receive TrackMyVendor webhooks and post compliance alerts to Teams channels. No third-party subscription needed.

Build a repeatable system for collecting and monitoring subcontractor licenses, COIs, and W-9s across your entire roster.

COIs, licenses, and W-9s — a practical system for lean GC and PM teams who don't have a dedicated compliance hire.

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.

A plain-language breakdown of every license status you'll encounter — what each one signals, what your liability exposure is, and what to do next.

Per-vendor fees, sales-call gates, and manual labor costs: a straight breakdown of every pricing model in the COI tracking category.

When manual COI tracking breaks down, what it actually costs you in time and risk, and the tipping point for switching to software.

The eight fields GCs and property managers most often miss when reviewing a certificate of insurance — named insured, additional insured, limits, occurrence vs. claims-made, and more.

COI stands for certificate of insurance. Learn COI meaning, every field on the ACORD 25 form, what a certificate proves, and how GCs collect and track certificates of insurance.

What COI tracking involves, why managing certificates of insurance matters, and how to build a repeatable collection and monitoring process — with or without software.

The certificate holder is listed in the bottom-left box of the ACORD 25 — but being listed gives you the document, not coverage. What it means and what it doesn't.

A certificate holder gets a copy of the COI. An additional insured is actually covered by the policy. They are not the same — and confusing them leaves GCs exposed.

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.

TDLR license verification and COI tracking for Texas property managers — requirements, process, and automation.

Coverage minimums and requirements for subcontractors in Florida.

Which trades require a state license in Florida and how to verify status.

Coverage minimums and requirements for subcontractors in Texas.

Which trades require a state license in Texas and how to verify status.

Coverage minimums and requirements for subcontractors in California.

Which trades require a state license in California and how to verify status.

Coverage minimums and requirements for subcontractors in Washington.

Which trades require a state license in Washington and how to verify status.

Coverage minimums and requirements for subcontractors in Oregon.

Which trades require a state license in Oregon and how to verify status.

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.

Search Texas TDLR licenses — HVAC, electricians, plumbers, irrigators, and more. Results pulled directly from the state database.

Search Florida DBPR contractor licenses by name or license number. General contractors, specialty trades, and building trades.

Search California CSLB contractor licenses across 40+ classifications. Verify Class B general building and specialty trade licenses.

Search Washington L&I contractor registrations and specialty trade licenses. Covers general contractors and licensed trades.

Search Oregon CCB contractor registrations by name or registration number. Annual renewals make current status especially important.