Vendors, Tenants and Renters in One Compliance Roster
Not everyone you collect a certificate from is a contractor. Add categories beside your vendors (tenants, renters, franchisees, or your own words) and each gets a list of its own. A caterer that supplies you and rents your hall is still one record, with one upload link.
On Pro. 30-day free trial, no credit card required.
Sidebar
Dashboard
Action Queue
Third parties
Vendors · 48
Renters · 17
Event Hosts · 6
Documents
Harbor Catering
How third-party categories work
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1
Add your categories
Pick from presets (Tenants, Renters, Event Hosts, Franchisees, Permit Holders and more) or type your own. Your current roster stays the default category, under the name you already use.
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2
Each one gets its own list
The sidebar groups them under one heading. Open Renters and you see only renters, with their own counts, search and an "Add Renter" button.
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3
Tick every role that applies
One entity can be in several categories. It shows on each list but keeps one set of documents and one upload link, so nobody is chased twice.
One roster, whoever you work with
Private schools
Vendors · Renters · Event Hosts
The plumber and the youth league renting the gym, side by side but never mixed up.
Property managers
Vendors · Tenants
Every vendor's COI and every tenant's, in one place, each list with its own counts.
Municipalities
Contractors · Permit Holders · Concessionaires
Public works contractors, special-event permit holders and the food vendors at the summer fair.
Franchisors and co-ops
Suppliers · Franchisees · Members
Approved suppliers next to the franchisees or members who carry your brand.
See how it fits municipalities and local governments, franchises, chains and cooperative groups, private schools and property managers.
Across the app
- The Action Queue filters by category, and every row shows its categories.
- Your team's emails name the category beside the name: "Bright Kids Club (Renter) sent their certificate".
- Exports carry a Category column, and so does the API.
- Screens about everyone use one word for all of them: Third parties, Partners, or your own.
What stays the same
- Requirements. Everyone is checked against your compliance rules. A rental or lease that needs more gets an assignment with its own minimums.
- What they see. Renters and tenants upload through the same link and get the same emails. They're never told what category they're in.
- Your data. Removing a category never deletes anyone. People only in it go back to the default list.
Simple, transparent pricing
Third-party categories are on Pro. Renaming what you call your roster is on every plan.
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 third parties — 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 status reports (PDF & Excel)
- ✓Insurance audit report — every sub's coverage and gaps over your policy year, for your premium audit
- ✓Third-party categories — vendors, tenants, renters or franchisees on their own lists, in one roster
No contracts. Cancel anytime. See the full plan comparison →
Frequently asked questions
What are third-party categories?
Can one company be both a vendor and a renter?
Can renters have different insurance requirements from vendors?
Do renters or tenants see what category we put them in?
What happens to our existing contractors?
Which plan includes categories?
Every certificate you collect, in one roster
Vendors, tenants, renters and franchisees, each on their own list, all on the same upload link.
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