What's New

Grouping contractors by job or property, with per-project coverage requirements, moves from Pro to Starter. Per-project document lists and reports stay on Pro.

What Projects are — and renaming them →

Add categories beside your vendors, from presets like Tenants, Renters and Franchisees or your own words. Each gets its own list in the sidebar, and one entity can be in several. Settings → Appearance.

Organize third parties into categories →

Every contractor's general liability and workers' comp over your policy year, with each day uncovered, as a PDF, a spreadsheet, or a pack with every certificate behind it. Tools → Insurance Audit Report.

Run an insurance audit report →

A document uploaded to the Documents tab is read for you: a certificate or W-9 filed there is offered a move to the tab that reads it, and other documents get their type, expiry and a name suggested. Nothing changes until you click.

Upload any other document →

A contractor's notes are now a list on their own Notes tab, each one signed and dated. Notes are only ever seen by your team.

The contractor page, tab by tab →

The one reminder a contractor gets when a request has gone three days with nothing uploaded now goes out on every plan, Free included.

Request a COI from a contractor →

When a contractor uploads through their link, your team gets an email saying what came in and where they now stand. Switch it off on the Notifications tab in Settings.

Request a COI from a contractor →

The switch on a contractor's page now says exactly what it sends, and that nothing already expired is ever sent automatically.

How expiration alerts work →

Turning off a contractor's automatic emails no longer stopped your own team's expiry alerts about them. Only the emails to the contractor stop now.

How expiration alerts work →

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 →

One button on the Action Queue emails every contractor with something outstanding — one message each, listing everything they owe. Nobody is emailed twice within 48 hours unless you choose to send anyway.

The Action Queue explained →

A sole trader with no vehicle should not sit red forever for auto cover. Excuse one contractor from one requirement, with a reason on the record, and leave it standing for everyone else. Settings → Compliance to switch waivers on.

Waive a coverage requirement for one contractor →

The Insurance tab now opens with a line per coverage — what you require, what they hold, and whether it is enough — each linked to the certificate it came from. Renewed policy years move to an archive rather than reading as expired.

Why a contractor shows as Non-Compliant →

Arizona joins the states whose licences we check against the official database. Every ROC classification is searchable — B-1 commercial through CR-42 roofing — in License Search and the public lookup.

Which states we verify, and how often →

Choose the documents every contractor must have on file — a W-9, a trade license, a signed subcontract — starting from a preset for your trade. They count toward compliance, and the upload link asks for them. Settings → Compliance.

Require documents from every contractor →

A coverage can now require the figures an ACORD 25 prints beyond the headline limit. Open Sub-limits & details under any coverage in Settings → Compliance; a line you leave alone is measured exactly as before.

Set required coverages and limits →

Every Non-Compliant badge has a Why? beside it, listing what is expired, missing or short, and which tab fixes it.

Why a contractor shows as Non-Compliant →

Vendors, Subcontractors, Suppliers or your own word — it changes across your screens, exports and weekly summary. Settings → Appearance, on every plan.

Connect QuickBooks, match your contractors to its vendors, and keep a compliance status PDF on each vendor record. Settings → Integrations.

Connect QuickBooks Online →

Read contractors and events, add contractors and send document requests from other software, with your API key or by signing in. Settings → Integrations lists every connected app and lets you disconnect it.

TrackMyVendor API reference →

Three days after a request with nothing uploaded, the contractor gets one reminder carrying the same link. Anything else you send them resets the clock.

What your contractors receive by email →

Stop the automatic reminders for one contractor from their page. Anything you send by hand still goes out.

Type a batch of contractors into a table instead of one form at a time. Contractors → Add several at once.

Add a contractor →

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

The dashboard now leads with what needs you, then what is waiting on contractors, then roster health. The Action Queue is a worklist — Expired, requirements, Expiring, No response — with the next step on every row.

The Action Queue explained →

A contractor short of an active assignment's coverage or documents is now Non-Compliant on their own page and the roster too, not only on that assignment.

Set per-project insurance requirements →

The link now shows what is still needed, each with its own upload box, above what is already on file. Anything sent as “something else” waits on the Documents tab for you to classify.

You got a link asking for documents →

Remind a contractor emailed in the last 48 hours and you are told who emailed them and when, with a Send anyway button, rather than nothing happening.

Settings → Team shows pending invitations, and owners can revoke one or remove a member.

Invite a teammate →

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 →

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.

Bringing a roster over from a spreadsheet, or a folder of certificates, no longer needs Pro. Tools → Data Import.

Import contractors from a spreadsheet →

The four coverages were on for every account whether or not anyone had chosen them. They are now measured only once you tick Enforce these requirements, so the limits you set are the ones you are judged against. Settings → Compliance.

Set required coverages and limits →

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.

One clean certificate could silence every expired line a contractor held. A coverage is only treated as renewed when something actually renewed it.

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.