Built for property managers & general contractors

Vendor Compliance Tracking — COIs, Licenses, W-9s, and Bonds in One Dashboard

Stop chasing documents. TrackMyVendor collects, verifies, and monitors compliance for every vendor — and alerts you before anything expires.

Why manual vendor compliance tracking fails

Vendor compliance tracking is the process of collecting, verifying, and monitoring the licenses, insurance certificates, W-9s, and bonds required from every contractor or vendor before and during active work. Spreadsheets and email threads can't keep up with a full vendor roster. Here's what the data says:

1 in 5

COIs expire unnoticed

When tracked manually, policies lapse silently — often discovered only after an incident or audit.

Hidden risk

License + COI gaps coexist

A suspended license and a valid COI can coexist — most tools only catch one. TrackMyVendor checks both.

4+ hrs

Lost per week

Average GC loses 4+ hours per week chasing compliance documents over email. That time adds up fast.

The real exposure: A single incident involving an uninsured or unlicensed vendor can result in claims, project shutdowns, or loss of your own license. Vendor compliance tracking is not optional — it's risk management.

What TrackMyVendor tracks per vendor

Every vendor in your roster gets a complete compliance profile — all in one place, automatically kept current.

Certificate of Insurance (COI)

AI-powered COI parsing extracts coverage dates, policy numbers, and limits automatically. No manual data entry. Get alerts before any policy lapses.

Contractor license — live state DB sync

TrackMyVendor syncs with Texas TDLR, Florida DBPR, and California CSLB databases. License verification, expiration, and suspension alerts are automatic — no manual checks required.

W-9 — on file & expiry tracking

Know instantly which vendors have a current W-9 on file and which are missing one. No more scrambling at tax time or before issuing payments.

Bond — on file & expiry tracking

Store contractor bond documents and track expiration dates alongside insurance and licenses for a complete compliance picture per vendor.

Project assignments

Assign vendors to specific projects so you always know which subs are active on which job sites — and whether their compliance is current for that work.

Zapier & Make integrations

Route compliance events — expirations, missing W-9s, license changes — to Slack, Google Sheets, Gmail, or any of 6,000+ apps via Zapier or Make webhooks. No code required.

Your entire vendor roster, always audit-ready

The TrackMyVendor dashboard gives you a real-time compliance score for every vendor — at a glance, no digging through email required.

TrackMyVendor compliance dashboard showing vendor roster with COI status, license status, W-9 status, and compliance scores

Who uses vendor compliance tracking

TrackMyVendor is built for anyone who hires licensed trades and needs to stay on top of their documentation.

General contractors

Manage subcontractor licenses, COIs, and safety documents across multiple active projects. Know before an inspector asks.

Property managers

Track maintenance vendors across multiple properties from a single dashboard. Stay protected from liability when a vendor's insurance lapses.

HOA management companies

Ensure every vendor serving your communities is licensed, bonded, and insured — with documented proof that's ready for board meetings and audits.

Homebuilders

Manage trade partner rosters across active subdivisions. Invite subs to self-submit documents via a magic link — no manual collection required.

How Vendor Compliance Tracking Works

Getting your vendor roster into TrackMyVendor takes minutes, not days.

1

Add your vendors

Import a CSV or add vendors one by one. Enter a license number and TrackMyVendor automatically pulls current status from the state database.

2

They upload via magic link

Send each vendor a secure upload link. They submit their COI, W-9, and bond documents directly — no account needed on their side.

3

You get alerts

Receive email reminders at 90, 60, 30, and 7 days before anything expires. If a license is suspended mid-project, you'll hear about it immediately.

Vendor compliance tracking FAQ

What is vendor compliance tracking?
Vendor compliance tracking is the process of collecting, verifying, and monitoring the compliance documents required from every vendor or subcontractor — including Certificates of Insurance (COIs), contractor licenses, W-9 forms, and bonds. A vendor compliance tracking platform like TrackMyVendor automates this process, sending alerts before anything expires and surfacing gaps before they become liability.
How do I track COI expiration dates for multiple vendors?
TrackMyVendor uses AI to parse COI documents and extract expiration dates automatically. Once a COI is uploaded — either by you or by the vendor through a self-service link — the system tracks the expiration date and sends you email reminders at 90, 60, 30, and 7 days before it lapses. You can see the status of every vendor's COI from a single dashboard.
Does vendor compliance tracking software verify contractor licenses?
Yes — TrackMyVendor connects directly to state licensing databases (Texas TDLR, Florida DBPR, California CSLB) to verify contractor licenses against official records. Unlike tools that only track what you upload, TrackMyVendor will alert you if a license is suspended or lapses even if the vendor doesn't notify you.
Is there a free vendor compliance tracking tool?
Yes — TrackMyVendor is free for up to 25 vendors with no credit card required. The free tier includes COI tracking, license verification, W-9 and bond document storage, and email expiration alerts. Paid plans are available for larger rosters with additional features including compliance reports and multi-user access.

Start free — track up to 25 vendors, no credit card required

COIs, licenses, W-9s, and bonds — all in one dashboard, automatically monitored. Stop chasing documents and start staying ahead of expirations.

Start free — track up to 25 vendors

No credit card required