What's New

Written help for every screen, plus a question mark in the corner of the app that opens the right article without navigating away.

How TrackMyVendor is organized →

Every license, certificate and W-9 deadline in a month view, with a day view for chasing what is due. Under Calendar in the sidebar.

A calendar link you can add to Google Calendar, Outlook or Apple Calendar. It refreshes on its own, so a renewal recorded here turns up there without anyone doing anything. Calendar → Subscribe.

Subscribe to your deadlines in Google, Outlook or Apple Calendar →

Additional insured, waiver of subrogation and primary and non-contributory are now pulled out of an uploaded COI and shown on the certificate.

What AI parsing reads off a certificate →

Notify All on the Action Queue emails every contractor with something outstanding, one message each. Nobody is emailed twice within 48 hours, however many places the reminder could have come from.

The Action Queue explained →

Pick a time with us straight from the site rather than trading emails about it.

A ninety-day heads-up and a seven-day warning no longer read the same. Every reminder also carries an upload link, so a contractor can act on it without hunting for the last email we sent them.

How expiration alerts work →

Your plan, what it includes, your receipts and the plan picker are now the Billing tab of Settings instead of a screen of their own. Settings is also wider, and its tabs run across the top.

What each plan includes →

Announcements and release notes are now a preference of their own, separate from compliance alerts. Settings → Notifications.

New accounts get a short pointer on each main screen, shown once. Turn them back on any time from Settings → Advanced.

The weekly summary and the request screens now say plainly which reminders a paid plan would send on your behalf, instead of quietly not sending them.

Both loaded every row at once, which got slow for larger rosters.

Moving between months could land on the wrong one.

A contractor sent a link for one document type could not use it to send another. Every link now takes licenses, certificates, W-9s and anything else.

Brokers, risk managers and PM firms can hold a portfolio of client organizations, see every client's exceptions in one queue, and step into a client to work. Clients authorize the agency themselves, and can withdraw it.

Getting started in the agency console →

A Monday digest of every contractor with something expired or expiring. On every plan, including Free. Settings → Notifications to turn it off.

The weekly compliance summary email →

What needs doing, everything you hold, and everything you have asked for — three separate pages instead of tabs buried on the dashboard.

The Action Queue explained →

Projects, Properties, Jobs, Sites — pick the word your team already uses and it changes everywhere, exports included. Settings → Labels.

Every payment produces a downloadable receipt, and card, billing address and VAT details are handled through Stripe's own portal. Settings → Billing.

Find invoices and update your card →

So you know who you are actually chasing, not just the company.

A timestamped record of what has happened to that contractor, on their own page.

The contractor page, tab by tab →

Existing subscriptions moved to the lower price too.

Per-coverage limits and the effective and expiry dates of each coverage are now read out of a COI, rather than one date for the whole certificate.

What AI parsing reads off a certificate →

Find a license, and the contractor is created and linked in the same step.

Search a state license database →

Search across all seven states now returns in a fraction of the time, and the state coverage lists are correct.

Your subscription stays on the plan you picked, paid features pause, and one checkout resumes them. You also get a reminder before the trial ends.

Start a trial, upgrade, or change plan →

Moved out of the contractor's panel and onto the page itself.

Some contractor and certificate rows were skipped without saying so.

Bulk-import a folder of certificates →

Signing out could appear to do nothing, leaving you signed in.

W-9 extraction now follows the current version of the model we use rather than a pinned one, which reads unusual and older layouts more reliably.

What AI parsing reads off a W-9 →

Industry guides covering what compliance actually looks like in three more lines of work.