Subcontractor Compliance & Insurance Tracker

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.