The Math Isn't Hard
Spreadsheets don't send alerts. One missed expiration can dwarf a year of software costs.
Spreadsheets & manual tracking
10+ hrs/week
Chasing subs, re-keying data, triple-checking expirations.
One compliance gap
$50K–$700K+
Typical liability exposure from lapsed coverage or missing docs — before legal fees.
TradeGuard
from $149/mo
Starter plan — automated alerts, portal, AI extraction & more.
Start free trial →Who It's For
If compliance paperwork slows you down, TradeGuard was built for you.
- GCs managing 5+ subcontractors
- Property managers with maintenance crews
- Safety directors tracking OSHA compliance
- Operations teams tired of chasing paperwork
State Compliance Library
Working across state lines? TradeGuard covers all 50 states + DC. For each jurisdiction you get the relevant regulatory agencies — DPOR (Virginia), CSLB (California), ROC (Arizona), CCB (Oregon), and more — along with required documents per trade and whether the state runs its own OSHA plan or operates under federal OSHA.
- 51 jurisdictions covered
- Regulatory agency details per state
- Required docs by trade type
- State OSHA vs. federal OSHA clarity
Automatic Gap Analysis
Stop manually checking what each sub is missing. TradeGuard automatically cross-references every sub's documents against the requirements for your operating states. An electrician working in California needs a CSLB license — if they don't have one on file, you'll see it flagged instantly. No spreadsheets. No checklists. No surprises on the job site.
- Per-sub missing document flags
- State-specific requirement matching
- Instant visibility across all subs
- Reduce OSHA violations and liability
Everything a Professional GC Needs
Project Compliance Lock
Lock a project to enforce a 'Clear to Proceed' gate. Green banner = all subs compliant. Red banner = work blocked. Know before you break ground.
Team Notes
Add timestamped internal notes to any sub record. Track follow-ups, decisions, and context. Your whole team stays aligned without email threads.
Compliance Certificates
One-click shareable compliance certificate for any sub. Send to project owners to prove compliance — printable as a branded PDF.
Webhooks & Integrations
Connect to Procore, Buildertrend, Slack, or Zapier via outbound webhooks. Get real-time compliance events without polling.
License Renewal Tracking
Auto-detects renewal cycles for contractor licenses and training certs. 90-day advance reminders before each renewal is due.
Automated Sub Renewal Emails
60 days before a COI expires, TradeGuard emails your sub directly with a personalized renewal request and one-click upload link. Zero manual follow-up.
Everything You Need to Stay Compliant
One platform to track every document, every sub, every state requirement — so you can focus on building, not chasing paperwork.
Automated Expiry Alerts
Email alerts at 90, 60, and 30 days before any document expires, plus SMS alerts. An expired COI on a job site can void your insurance coverage — TradeGuard makes sure that never happens.
AI PDF Extraction
Upload a COI PDF and our AI auto-fills insurer, policy number, coverage types, limits, and expiration date in under 30 seconds. No manual entry, no typos, no wasted time.
Subcontractor Self-Service Portal
Send subs a secure link — they upload their COI, W-9, lien waiver, or any required doc directly. No account needed. You get an email notification the moment they submit.
30+ Document Types
COIs, W-9s, OSHA 10/30, contractor licenses, lien waivers, performance bonds, payment bonds, bid bonds, contracts, SAM registration, MBE/WBE certs, background checks, and more.
State Compliance Library
51 jurisdictions — all 50 states plus DC. See required docs per trade, regulatory agencies (DPOR, CSLB, ROC, CCB, and more), and state vs. federal OSHA status.
Gap Analysis
Automatically surfaces every missing or expired document for every sub, matched against your operating states' requirements. Know your exposure before you're on the hook.
Shareable Compliance Reports
Generate a public link to a compliance report and send it to your client or project owner. They see compliance scores and document status — no login required. Win bids by proving you run a tight ship.
Bulk Portal Requests
Select multiple subs and send portal upload links to all of them in one click. Great for onboarding a new project crew or chasing down renewals at the start of a season.
Projects Module
Assign subcontractors to specific projects and track compliance per project. See at a glance which subs on a given job site are fully compliant and which need attention.
Compliance Score Dashboard
Your organization's overall compliance health at a glance. See aggregate scores, which subs are critical, and what percentage of your roster is fully current.
Team Seats
Invite your project managers, safety officers, or admins. Starter includes 1 seat, Pro includes 5. Everyone works from the same source of truth.
Audit Log
Every upload, deletion, and change is logged with a timestamp and user name. Full traceability — critical for insurance disputes, state licensing board audits, and OSHA investigations.
CSV Import & Export
Bulk-import your existing subcontractor roster from a spreadsheet. Export your data anytime — your data is never held hostage.
GC Upload Notifications
Every time a subcontractor uploads a document through the portal, you receive an instant email notification. Stay on top of incoming docs without logging in constantly.
Secure Document Storage
All documents are stored securely and accessible only to your team. Sub portal links are single-use secure tokens — no unauthorized access.
Project Compliance Lock
Lock a project and TradeGuard enforces a 'Clear to Proceed' gate — showing a green banner when all assigned subs are compliant, or a red block when any sub has expired or missing coverage. Prevent non-compliant contractors from starting work.
Team Notes on Subcontractors
Leave timestamped internal notes on any subcontractor record. Track follow-ups, document chasework, and important context. Your whole team stays aligned without digging through emails.
Compliance Certificates
Generate a public, shareable compliance certificate for any subcontractor. Send a verified compliance link to project owners or general contractors. Certificates include COI and document status and can be printed as a PDF.
Webhooks
Connect TradeGuard to Procore, Buildertrend, Slack, or any system via outbound webhooks. Receive real-time JSON payloads whenever a COI is added, deleted, or expires — no polling required.
License Renewal Tracking
TradeGuard auto-detects the renewal cycle for contractor licenses and safety training records. Get a 90-day advance reminder before each renewal is due — never let a license lapse unnoticed.
Automated Sub Renewal Requests
When a COI is 60 days from expiry, TradeGuard automatically emails the subcontractor directly with a personalized renewal request and a one-click portal upload link — no manual follow-up required.
Up and Running in Minutes
No lengthy onboarding. No implementation fees. Three steps from roster to monitored compliance.
Add Your Subcontractors
Import your existing roster via CSV or add subs one at a time. Set their trade, operating states, and which documents are required. Takes minutes.
Collect Documents
Upload COIs yourself using AI extraction, or send each sub a secure portal link and let them upload directly — no account needed. Bulk-send to your whole roster in one click.
Get Alerts & Gap Analysis
TradeGuard monitors every expiration date and automatically runs gap analysis against state requirements. You get alerts when something is expiring or missing — before it becomes a problem on the job site.
Every Document Type You Actually Need
From standard COIs to lien waiver collection to federal SAM registration — TradeGuard has you covered.
$727,000. One missing COI.
This isn't hypothetical. This is what happens when a subcontractor's insurance lapses and no one catches it.
During demolition of a San Francisco high-rise, a piece of equipment operated by Cleveland Wrecking — a subcontractor — struck a steel worker employed by another sub on the same job. The worker was seriously injured.
Cleveland Wrecking's subcontract required it to carry general liability insurance naming the general contractor, Webcor Construction, as an additional insured. It had not done so. No valid certificate of insurance was on file.
Webcor's own insurer — Interstate Fire — stepped in and paid $575,000 to settle the injury claim, plus over $152,000 in defense costs. They then sued Cleveland Wrecking to recover every dollar.
The California Court of Appeal ruled in Interstate's favor. Because Cleveland Wrecking had failed to maintain the contractually required insurance, it forfeited all legal protections — and was ordered to reimburse the full $727,000+.
The same thing plays out every day — in every state.
North Carolina, 2019
A GC lost its statutory employer defense when its sub's workers' comp COI lapsed 13 days before a worker fell from scaffolding. The GC's insurer absorbed the claim.
The common thread
In every case, the GC thought the sub had coverage. No one checked the expiration date. An automated alert would have caught it weeks before.
What TradeGuard does
Alerts you at 90, 60, and 30 days before every COI expires. Automatically sends renewal requests to subs. Flags lapsed coverage the moment it happens.
Source: Interstate Fire & Casualty Insurance Co. v. Cleveland Wrecking Company, 182 Cal.App.4th 23 (Cal. Ct. App. Feb. 22, 2010). Suazo v. Gutierrez-Bojorquez / Robco, North Carolina Industrial Commission (2019). Case details are factual and publicly documented.
TradeGuard costs less per year than one hour of litigation.
Start your free trial — no credit card requiredSimple, Transparent Pricing
No setup fees. No per-document charges. Cancel anytime.
Starter
For growing contractors managing more subs
- COI & document tracking (30+ types)
- 90/60/30 day email + SMS alerts
- AI PDF extraction — no manual entry
- Subcontractor self-upload portal
- State compliance library (51 jurisdictions)
- Gap analysis & compliance score
- Shareable client compliance reports
- Bulk portal requests
- Projects module + compliance lock
- CSV import & export
- Multiple team seats (Pro only)
All plans include a free trial. No credit card required to start.
Frequently Asked Questions
AI extraction, security, portal uploads, cancellations, integrations, and multi-state work — covered below. Still stuck? Email support@trade-guard.pro.