HOW IT WORKS
Six steps. No developer. No IT ticket. Just you, your subs, and a single place where every doc lives.
STEP 01
01
Add your job site. Name it, set the address, drop in the contract dates. Takes sixty seconds.
New Project
Project Name
Start Date
End Date
Site Address
STEP 02
02
Enter each subcontractor by name and trade. No email needed yet — just build the roster.
Subcontractors
Apex Electrical
Electrical
ProSteel Fabrication
Structural
Summit Plumbing
Plumbing
STEP 03
03
One unique link per sub. They click it, upload their docs. No account. No password. No friction.
Send Upload Link
Apex Electrical
Or send via email
No account required for subs
STEP 04
04
COI, W-9, OSHA certs, safety plans. They drag, drop, done. You get notified automatically.
Apex Electrical
Upload Your Documents
Certificate of Insurance
✓ DoneCOI_Apex_2025.pdf
W-9 Form
✓ DoneW9_Apex.pdf
OSHA 10 Certificate
UploadDrag & drop or click to upload
STEP 05
05
One dashboard. Every sub. Every doc. Expiration alerts 30 days out. Nothing slips through.
Compliance Dashboard
1 Expiring SoonSub
COI
W-9
OSHA
Apex Electrical
activeactiveexpiringProSteel Fab
activeactiveactiveSummit Plumbing
expiredmissingmissingSTEP 06
06
Inspector shows up? One click. Your audit binder is ready — organized, labeled, complete.
Audit Binder
Riverside Commons — Phase 2
Certificate of Insurance — Apex Electrical
✓W-9 — Apex Electrical
✓Certificate of Insurance — ProSteel Fab
✓OSHA 10 Certificate — ProSteel Fab
✓Subcontract Agreement — Summit Plumbing
✓5 documents · Inspector-ready