What's in the template
- Sub contact info - Name, company, phone, email
- Insurance tracking - GL, Workers Comp, Auto, Umbrella with expiration dates
- W-9 status - On file or not
- License tracking - State and local licenses with expirations
- Conditional formatting - Cells turn yellow at 30 days, red when expired
- Notes column - Track who you're waiting on and why
Why you need this
Every GC has had that moment: sub is supposed to start Monday, and you realize their COI expired last month. Now you're chasing paperwork instead of running the job.
This template puts all your sub compliance in one place. See at a glance who's covered and who needs attention before it becomes a problem.
Who it's for
- General contractors managing multiple subs
- Project managers tracking compliance across jobs
- Remodelers who need to stay organized
- Anyone who's been burned by an expired COI
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