Subcontractor Onboarding & COI Tracker: Sub Info Sheet, Insurance Certificate Expiration Log, Payment & Retainage Log + Excel Tracker for Contractors

One uninsured sub can cost you a whole job. This kit keeps your subcontractor paperwork in order. Run the onboarding checklist before anyone starts, fill in a sub info sheet with license and insurance details, and log every certificate of insurance expiration date. The Excel tracker flags expired certificates and the ones expiring within 30 days, and the payment log calculates retainage held and the amount paid on every invoice, with a lien waiver column. Printable PDF, editable Word forms and an Excel or Google Sheets tracker.

What's inside:

• Subcontractor onboarding checklist

• Sub info sheet

• COI expiration log

• Payment and lien waiver log

• Excel tracker with automatic COI status

• Retainage math

Good to know:

• Organizer only, not legal, tax or insurance advice.

Files in the download

• Subcontractor-COI-Tracker-PRINTABLE.pdf (5 pages, US Letter)

• Subcontractor-COI-Tracker-EDITABLE.docx

• Subcontractor-Tracker.xlsx

• START-HERE.txt

• Subcontractor-COI-Tracker.zip (all of the above)

Support

Questions or a problem with your download? Use the Contact link on the store page.