Licenses · COIs · W-9s · Magic link uploads

Subcontractor Management — Every Sub's License, COI & W-9 in One Dashboard

TrackMyVendor gives every sub a magic upload link — no account, no portal login. AI reads their COI. Their license gets checked against state databases in TX, FL, CA, WA & OR. And when anything expires, your sub gets the renewal link before you have to ask.

No credit card required

Sound familiar?

The way most GCs handle contractor risk management today doesn't work — spreadsheets and shared folders leave gaps that only show up at the worst moment.

Your plumber's COI is in an email from six months ago. Your electrician's license renewal came in a text. You have no idea when either expires.
You find out a sub's license was suspended when the inspector shows up on-site — not before the job starts.
Adding a new sub means texting them three times for their certificate and still following up a week later.
A client asks for your compliance file and you spend two hours digging through folders to find documents that may be expired anyway.

How it works

From first sub added to first alert sent — set up in under 10 minutes.

1

Add your sub roster

Pro: bulk CSV import

Type a name and email, or import your full roster from a spreadsheet. That's all TrackMyVendor needs to get started.

2

Send a magic link — sub uploads in under 2 minutes

Magic link

TrackMyVendor emails the sub a one-time upload link. No account, no portal login, no app download on their end. They upload COI, W-9, and any other required documents from their phone.

3

AI reads the COI — no manual data entry

Starter+ · AI parsing

Coverage limits, policy types, and expiration dates are extracted from the uploaded PDF automatically. No mistyped dates. No manually opening PDFs.

4

License verified against the state database

TX · FL · CA · WA · OR

We query TX TDLR, FL DBPR, CA CSLB, WA L&I, or OR CCB directly to confirm the contractor's license is active. A clean COI and a suspended license can coexist. We catch that.

5

Alerts fire automatically — sub gets the renewal link

Starter+ · Auto alerts

At 90, 60, 30, and 7 days before any expiration, both you and your sub get an email — with a renewal upload link attached. Your sub updates their document without you having to ask.

Everything on one sub profile

Six things a spreadsheet and a shared folder can't do for you.

Complete sub profiles

COI on file, license verified, W-9 collected, overall compliance status — one profile per sub. You see what matters without hunting.

Magic link uploads

Send a one-time upload link. Sub submits COI and W-9 from their phone — no account, no portal, no chasing email threads.

Live license verification TX · FL · CA · WA · OR

State licensing databases checked in real time. We verify the contractor — not just the document. No other sub management tool does this.

Automated expiration alerts Starter+

90/60/30/7-day alerts to you and your sub — with a renewal upload link in every email. No manual follow-up.

AI COI parsing Starter+

Automatically extracts expiration dates, coverage limits, and policy types from uploaded PDFs. No manual data entry, no misreads.

Compliance reports Starter+

Export your full sub roster with compliance status as PDF or Excel — for audits, client submittals, or board meetings.

TrackMyVendor mobile view showing green, amber, and red compliance status for each subcontractor

Every sub's status. From your phone. On the job site.

Green is compliant. Amber is expiring soon. Red means they shouldn't be on site. No folder-diving — the answer is one tap away.

  • Mobile-optimized — no squinting at spreadsheet columns between calls
  • Track multiple licenses per sub — plumbing, electrical, GC, and more under one profile
  • Pull a compliance report instantly when your owner or broker asks

We verify the contractor, not just the document

Most sub management tools store documents. TrackMyVendor checks what's behind them.

What matters on a job site Spreadsheet / shared folder TrackMyVendor
Is this sub's insurance current? Only if someone checked this week Expiration tracked, alerts fire automatically
Is this sub's state license still active? No way to know without calling the state Checked daily against TX, FL, CA, WA & OR databases
Can the sub upload their own documents? You email them and wait One-time magic link — no account, uploaded in under 2 minutes
Does the sub get notified before their COI expires? Only if you remember to email them Both you and your sub at 90/60/30/7 days — renewal link included
Can you pull a compliance report in 30 seconds? No — requires manual data assembly One-click PDF or Excel export (Starter+)

What GCs are saying

"We used to find out a sub's insurance lapsed when our insurance broker asked during a renewal audit. Now I get a 30-day warning and my sub gets the same email automatically. We've got 6 active projects running right now — I'm not chasing anybody for paperwork."

MR

Mike R. — General Contractor, Dallas TX

Managing 40 subs across 6 active job sites

Simple, transparent pricing

No contracts, no sales call. Start free — paid plans include a 30-day free trial.

30-DAY FREE TRIAL — No credit card required

Free

$0
Up to 25 subcontractors · 1 user

Free forever. No credit card. No expiration date on the free tier.

  • License verification — TX, FL, CA, WA & OR
  • Expiration tracking (in-app reminders)
  • Magic link uploads (no sub account needed)
  • Document storage

Starter

$39/mo
Unlimited subcontractors · 1 user

Solo GC or property manager tired of chasing renewals manually.

  • Everything in Free
  • AI COI parsing — no manual data entry
  • Automated alerts (90/60/30/7 days)
  • W-9 collection & storage
  • Compliance reports (PDF & Excel)
Most Popular

Pro

$79/mo
Unlimited subcontractors · Unlimited users

Multiple job sites with a foreman or office manager who also needs access.

  • Everything in Starter
  • Per-project insurance requirement templates
  • Team roles & permissions
  • Bulk import — add your roster from CSV
  • Timestamped audit trail
  • Zapier & Make webhooks

No contracts. Cancel anytime. See the full plan comparison →

Frequently asked questions

How do my subs upload their documents?
TrackMyVendor emails your sub a one-time magic link — no account, no portal login, no app download on their end. They click the link and upload their COI, W-9, and any other documents from their phone in under 2 minutes. Many platforms require your sub to register first; that friction kills adoption and you end up chasing them anyway. The magic link removes that entirely.
Does TrackMyVendor verify licenses, or just store them?
It verifies. Most tools let you upload a license number and call it done — a suspended license looks the same as an active one until something goes wrong. TrackMyVendor queries TX TDLR, FL DBPR, CA CSLB, WA L&I, and OR CCB directly to confirm the license is active. A clean COI and a suspended license can coexist. We catch that. No other sub management tool does this.
Are expiration alerts sent to my sub, or just to me?
Both. A 30-day alert that only goes to you still means you have to chase your sub. TrackMyVendor sends the expiration alert to both you and your sub at 90, 60, 30, and 7 days — with a renewal upload link in every email. Your sub handles it without a back-and-forth. Available on Starter and Pro plans.
Does the AI actually read the COI, or do I still enter dates manually?
It reads the PDF. On Starter and Pro, TrackMyVendor's AI extracts expiration dates, coverage limits, and policy types automatically on upload. No manual data entry, no mistyped dates creating a false "compliant" status.
How many subcontractors can I track?
The free plan supports up to 25 subcontractors. Starter ($39/mo) and Pro ($79/mo) both support unlimited subcontractors.
Can I export compliance reports for audits or client submittals?
Yes — Starter and Pro plans include one-click PDF and Excel compliance report export. Useful for audits, owner submittals, insurance broker reviews, and board meetings. Free plan users can view compliance status in the dashboard.
Can I get started today without a sales call?
Yes. TrackMyVendor is fully self-serve — sign up, add your first sub, send a magic link. The whole setup takes under 10 minutes. No demo, no contract, no implementation project. Free plan is free forever. Paid plans include a 30-day free trial with no credit card required.

Get your first 25 subs running in under 10 minutes

No sales call. No implementation project. Free forever for up to 25 subcontractors.

Start free — no credit card required