Subcontractor COI tracking without the spreadsheet
TradeOwed is subcontractor COI tracking for general contractors: send each sub a no-login upload link, approve what comes in, and see who's current, expiring or missing, while the reminders go to the sub. It costs $29 a month or $290 a year, with a 14-day free trial and no card needed.
Every sub’s reading, on one screen
Current, expiring, expired, waiting for review or missing a document: TradeOwed shows the worst reading for each sub, so problems surface before a crew is on site.
| Sub | Missing or due | Reading |
|---|---|---|
| Northline Drywall | Nothing | ON GRADE |
| Kessler Concrete | GL expires in 12 days | LOW 12D |
| Bright Path Landscaping | W-9 | MISSING |
| Summit Roofing Co. | Upload waiting for you | REVIEW |
Sample sub list. Fictional companies.
How collecting works
Import your subs
Add subs one at a time or import them from a spreadsheet: company, contact, email and trade.
Send an upload link
Each sub gets an email with a link that works for 14 days. No account, no password, works from a phone.
AI reads what they send
Uploaded certificates are read for dates, carriers and limits. You check the details, then approve, or reject with a note that’s emailed back.
Reminders go to the sub
Before a sub’s document expires, they get a reminder with a fresh upload link. You get a heads-up too.
A record of everything
Who sent what and when, who approved it, and what changed, all logged.
Also a sub yourself?
The same account keeps your own certificates and sends them to the GCs you work for.
One plan. Everything in it.
Priced for trade companies, not enterprise compliance departments. Try every feature free for 14 days.
AI reading covers up to 300 certificates a month per account (30 during the trial). You can always type the details in yourself.
$29/month
or $290 a year, two months free. Every feature, one plan.
- Store COIs, licenses, W-9s and endorsements
- AI reads dates, carriers and limits from your PDFs
- Send to GCs by secure link and see who viewed
- Renewals resent to every GC automatically
- Reminders at 60, 30, 7 and 0 days
- Collect certificates from your own subs
- Up to 5 team members
- Export everything, any time