Compliance & audits
TrackMyVendor
Automated contractor compliance software for tracking COIs, licenses, and W-9s
AI-powered software that automates collection and verification of contractor documents including certificates of insurance, W-9s, and state licenses across all
Overview
A look at trackmyvendor.com
TrackMyVendor is a SaaS platform that helps general contractors, property managers, HOAs, and other organizations automate contractor compliance tracking. The software collects and verifies certificates of insurance, W-9 forms, and state licenses through a simple link that contractors can use from any device without creating an account. AI automatically extracts data from documents and checks licenses daily against state databases. Users receive alerts before documents expire and can organize contractors by project with specific coverage requirements for each job. The platform integrates with QuickBooks Online, Zapier, Make, Slack and Teams.
Feature notes
- AI parsing of ACORD 25 certificates of insurance
- Automated license verification against state databases in 12 states
- License expiration tracking in all 50 states
- Contractor self-service upload links without login required
- Expiration alerts at 90, 60, 30 and 7 days
- QuickBooks Online integration
- Zapier and Make webhook integrations
- Per-project insurance requirements and compliance tracking
- Bulk contractor import from CSV or certificate archive
- AI parsing of insurance endorsements including additional insured and waiver of subrogation
Pricing
Free Plan: up to 25 contractors, 1 user. Starter Plan: $39/month for unlimited contractors and 2 users. Pro Plan: $59/month for unlimited contractors and unlimited users. PreQual add-on: $69/month. Onsite add-on: $49 per job site per month. 30-day free trial available for Starter and Pro plans, no c
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FAQ
- Do I need a credit card to start?
- No. The Free plan never requires a credit card. If you want to try Starter or Pro, you get 30 days free with no credit card required at sign-up. Payment information is only requested when your trial ends and you decide to continue.
- What happens when I hit the 25-contractor limit on the Free plan?
- Your existing contractors stay tracked and your data stays intact—nothing gets deleted. You just won't be able to add contractor number 26 until you upgrade to Starter.
- Can I cancel anytime?
- Yes. No contracts, no cancellation fees, and no phone call required to cancel. You can cancel from your account settings in under a minute. You keep access until the end of the billing period you already paid for.
- Does my price go up as I add more contractors?
- No. Starter is $39/month whether you have 26 contractors or 260. Pro is $59/month whether you have 2 users or 20. There are no per-contractor fees, seat surcharges, or usage-based billing surprises.
- Is my data secure and where is it stored?
- Your data is stored on servers in the United States and never sold or shared with third parties. Industry-standard TLS encryption is used in transit. If you cancel, you can export your data before you leave.
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