CertiSub collects insurance certificates and W-9s from your subs, reads them with AI, and sends the reminders for you — so expiring and missing documents are easier to spot on your dashboard, instead of slipping by unnoticed.
Built for GCs and office managers tracking 10–100 subs.
Three moments where a missing piece of paper might turn into real money.
Auditors often ask for payments by sub along with proof of coverage. Depending on your carrier and state, payments to subs without documentation on file could be added to your own payroll.
A cert expired three weeks ago and nobody noticed. Knowing what's current — and what isn't — doesn't have to depend on someone remembering to check a folder.
Tax time hits and some of your W-9s are in a truck, an inbox, or nowhere. CertiSub keeps them on file next to every sub's certs.
Every sub gets a personal upload link. They tap it and send their cert or W-9 from their phone.
No login. No password.CertiSub scans the certificate and drafts the carrier, coverage dates, and limits into the sub's file for you.
Usually drafted in secondsReview the drafted details, click save, and the expiration clock starts. You stay in control of every record.
A quick reviewSubs upload from a link on their phone — removing one of the biggest points of friction in getting documents submitted.
Certificates are read automatically and drafted into the record. You confirm — the AI does the typing.
Expiring certificate? Missing W-9? The sub gets reminded — and followed up with — automatically. You see what went out instead of doing it.
Upload your own subcontractor agreement once. Each sub signs their copy from their link, and the signed copy is filed on their page.
Log what you pay each sub and see any dollars paid outside the certificate dates on file.
Choose what every sub owes you. Each gets a checklist, and January's 1099 run can be a download rather than a hunt.
When it's time to answer to an auditor, an owner, or your bookkeeper, pull your records for any date range — print it, save it as a PDF, or export to CSV. What used to take days of digging can become a download.
See it in your trialFor small crews getting certificates under control
For GCs who answer to auditors and owners
3-day free trial on Pro · Cancel anytime
No. Each sub gets a personal upload link that works from any phone. They tap, snap or attach the document, and send. That's the whole flow.
Every scan is a draft, not a decision. You review the carrier, dates, and limits before anything is saved — the AI does the data entry, you keep the judgment.
Spreadsheets track — they don't chase. CertiSub sends the reminders, collects the documents, and flags payments recorded outside the certificate dates on file — the follow-up work that can get hard to keep up with past 15 subs.
No. CertiSub organizes the documents your subs provide, tracks the dates on them, and reminds everyone when something is expiring or missing. Verifying coverage and requirements is between you, your subs, and your insurance professionals.
Yes, on Pro. Upload your own agreement once and mark where each side signs. Each sub signs their copy from their upload link, you add your signature, and the signed copy is filed on their page. You supply the agreement — CertiSub never writes contract language.
Yes, on every plan. Download everything as one zip — every document file plus spreadsheets of your subs, payments and documents — any time. Your records are yours.
Many teams set up their sub roster in an afternoon, then let the reminders handle the follow-up.
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