COI tracking spreadsheet
Columns for vendor name, trade, contact and agent emails. Matches the import file Sub Certs accepts.
Download CSVBring vendors in from a spreadsheet, then switch the chasing to Sub Certs. No email gate.
Columns for vendor name, trade, contact and agent emails. Matches the import file Sub Certs accepts.
Download CSVThe standard subcontractor preset in plain English, so you can compare it to what you ask for today.
Download text file