TradeGuardSubcontractor 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
TradeGuard reads the file
Expiration dates and key fields populate so your dashboard stays current.
- 4
You review and approve
New uploads show in your queue; alerts keep firing if something still lapses.
What you get
- Less email chasing for your admin or PM
- Subs can renew from the field on mobile
- Version history per subcontractor
- 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.