Subcontractor compliance tracking
Stop chasing COIs before every job.
ClearSub tracks insurance certificates, licenses, expiration dates, and missing documents for small general contractors still running compliance from spreadsheets and inboxes.
- 24 hr
- audit turnaround
- 0
- sub logins needed
- 1 list
- for PMs and AP
Subcontractor
Project
Expires
Status
ABC Plumbing
Maple TI
May 04
Missing WC
Northline Electric
Oak Retail
May 12
Expiring
Cascade Drywall
Maple TI
Aug 19
Cleared
Your spreadsheet does not know who is cleared for site.
COIs live in email threads, project folders, broker portals, and half-updated trackers. ClearSub gives your office a single answer before a sub gets scheduled or paid.
How it works
Built around the way small GCs already operate.
Import your subs
Start with your current spreadsheet, vendor list, or QuickBooks export. No cleanup project required.
Forward COIs
Send certificates from your inbox or ask agents to copy your ClearSub intake address.
Review flagged gaps
Dates, limits, carriers, additional insured language, and missing docs are pulled into a review queue.
Send reminders
Subs and agents get renewal nudges before expiration. Your PMs and AP team get the same cleared/not-cleared view.
For project teams
See which subs are missing documents before they arrive on site.
For office managers
Stop searching inboxes and manually chasing expiration dates.
For AP
Export a hold list before issuing checks to non-compliant subs.
What happens next
A simple audit before any software commitment.
You send tracker + sample COIs
Reply with your current spreadsheet, export, or tracker plus a small folder of certificate PDFs.
We return the gaps
You get a report showing missing, expired, and expiring-soon subcontractor documents.
You decide what is useful
If ongoing tracking would help, we can keep the list current with reminders and AP-ready status reports.
Validation offer
Get a free COI expiration audit.
Send your current tracker and a sample folder of certificates. We return a cleaned compliance report with missing, expired, and expiring-soon subs.
- No migration required
- Works with spreadsheets and PDF folders
- Designed for GCs with 25-500 active subs
Simple pricing to test
Start with the admin pain. Expand when the workflow proves itself.
Starter
$149/mo
For GCs tracking up to 100 active subcontractors.
Start StarterGrowth
$299/mo
For teams that need project views, AP hold lists, and reminders.
Start GrowthConcierge setup
$499 once
We clean the first tracker, import subs, and configure requirements.
Book setupQuestions buyers will ask
Keep the first version focused.
Do subs need logins?
No. The first version works through email reminders and uploads.
Does this replace legal review?
No. It organizes certificates, flags gaps, and creates a review trail.
Can we export data?
Yes. CSV exports are core for audits, AP holds, and owner requests.
Can agents send documents directly?
Yes. Each company gets an intake address for COIs and renewals.