Subcontractor Compliance & Insurance Tracker
Track subcontractor COI/insurance, licenses, tax forms, safety plans and MSAs, and block payment or dispatch when any required document expires.
Subcontractor Compliance & Insurance Tracker Purpose-built for general contractors who cannot afford to let a subcontractor's crew on site, or cut them a check, without current paperwork. A single expired certificate of insurance can expose the GC to the sub's entire liability; a lapsed license can void a permit. Spreadsheets and sticky notes do not scale past a handful of subs.
Key Features
Subcontractor Dispatch
Subcontractor Dispatch. One-click schedule, cancel, reset to reset to draft.
Subcontractor Compliance Document Type
Subcontractor Compliance Document Type. Tracks Tracks a Coverage Limit, Default Minimum Coverage, Requirements, Documents.
Subcontractor Compliance Document
Subcontractor Compliance Document. Tracks Document / Policy Number, Attachment, Reminders Sent. One-click waive, unwaive.
Subcontractor Payment Request
Subcontractor Payment Request. One-click approve, mark paid, cancel, reset to reset to draft.
Subcontractor Compliance Project
Subcontractor Compliance Project. Tracks Requirement Overrides, Dispatches, Payment Requests, Project-Specific Documents.
Subcontractor Compliance Requirement
Subcontractor Compliance Requirement.
Subcontractor
Subcontractor. Tracks Contact, Documents, Dispatches, Payment Requests, Audit Trail. One-click view audit log.
Use Cases
Screenshots
Audit Trail
Dispatches
Document Types
Documents
Payment Requests
Projects
Why Choose This Module
Highlights Compliance matrix per subcontractor: insurance/COI with coverage limits, license, W-9/tax form, safety plan and signed master service agreement, each with its own expiry date, status and reminder cadence. Payment and dispatch HOLD gates: approving a payment request or scheduling a dispatch re-checks the matrix live and refuses to proceed - with the exact reason - while any required document is missing, expired or under its minimum coverage. Per-project requirement overrides: raise or lower the minimum coverage, drop a requirement, or set a different reminder cadence for one project only, without touching the company-wide default. Automated expiry reminders on a daily cron, with a cadence you configure per document type or per requirement (e.g. 60/30/14/7/1 days out). Full audit trail: every hold, waiver and reminder is logged with the user, timestamp and reason, so a GC can prove why a payment was or was not released.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18