Subcontractor COI Upload Portal
Your subs upload their own COIs through a simple link. Renewals land in TradeGuard automatically instead of buried in inboxes.
Why spreadsheets fail here
- • Email threads lose the latest PDF version
- • Admins become the bottleneck for every renewal
- • Subs forget until you chase, again
How it works
- 1
Invite the sub from your roster
Send a portal link from TradeGuard; no sub account required on your side beyond the invite.
- 2
Sub uploads the certificate
They drop the PDF (or photo) through the portal on phone or desktop.
- 3
You check what came in
New uploads show on the sub's page. When we can't read one, we say so, and it waits for you to enter it.
What you get
- Less email chasing for your admin or PM
- Subs can renew from the field on mobile
- Works with expiry alerts and compliance reports
FAQ
Do subcontractors need a TradeGuard login?
No full app login required for basic uploads. They use a secure portal link tied to their record on your roster.
What can subs upload besides COIs?
W-9s, licenses, OSHA cards, and other credential types you track, using the same portal workflow.
Can I still upload COIs myself?
Yes. The portal complements manual uploads; you're not forced to wait on subs.
Is the portal included in the trial?
Yes. Invite a few subs during your free trial and see whether chase volume drops.
Part of COI tracking software for GCs. Compare COI tracking options or spreadsheet vs software.