Never assign work to an uninsured vendor again.

Trade coverage, insurance certificates, ratings, and open work in one record. A certificate about to expire is flagged before the job is assigned, not after the claim.

Vendor readinessApex Plumbing
3 of 5 complete

Work cannot be assigned while a required item is outstanding.

COI trackingExpiry flagged ahead
CoverageBy trade and market
HistoryRetained per vendor
01 — Coverage

Who can actually do this job

Vendors carry trades, markets, and rates. When a job needs a licensed electrician in a specific market, the list is already filtered.

  • Trades and markets per vendor
  • Rates and agreed scopes on file
  • Availability visible before assigning
  • Preferred vendors by property
Vendor performanceTrailing 90 days
VendorJobsCallbacksCoverage
Apex Plumbing412Current
Northline Electric281Current
Gulf Appliance337Expires 12d
Cardinal HVAC190Lapsed

A lapsed certificate blocks assignment before the job, not after the claim.

02 — Insurance

A lapsed certificate is a stopped job

Certificates carry expiry dates, and the expiry is enforced. Work cannot be assigned to a vendor whose coverage has run out.

  • COI expiry flagged weeks ahead
  • Assignment blocked on lapsed coverage
  • Certificates stored against the vendor
  • Renewal chased before it matters
03 — Performance

Which vendor is worth keeping

Callback rate, time to close, and cost against scope, per vendor and per trade. The expensive vendor and the cheap-but-returns-twice vendor stop looking the same.

  • Callback rate per vendor
  • Time to close by trade
  • Cost against agreed scope
  • Full job history retained

See it on your own portfolio

Bring your unit list and a week of requests. We will show you what the board looks like with your data in it.

Request a demo