Subcontractor & vendor paperwork
See what's missing
before you pay.
Track each sub's or vendor's W-9 and certificate of insurance (general liability and workers' compensation) by status, with the coverage dates from the certificate. Anything missing, expiring soon, or expired is flagged on your Home screen. You're warned before you record a payment, but never blocked.
Needs attention 2
Sample Drywall Co.
W-9 · Not provided
General Liability · Expiring soon
Workers' Comp · On file
Sample Framing LLC
All paperwork current ✓