US Subcontractor COI
Subcontractor Compliance & Certificate of Insurance (COI) tracker with pay-block for non-compliant subs (US)
Subcontractor Compliance & Certificate of Insurance (COI) tracker with pay-block for non-compliant subs (US)
Key Features
Subcontractor records linked to the vendor partner, with
Subcontractor records linked to the vendor partner, with trade, contact and an at-a-glance compliance status.
Certificates of Insurance (COI) with per-coverage lines
General Liability, Automobile, Workers' Compensation, Umbrella / Excess, Professional and Pollution. Every coverage carries each-occurrence and aggregate limits, effective and expiry dates and the two flags that matter on a construction job
W-9 on file (received date and TIN reference)
W-9 on file (received date and TIN reference).
Trade / contractor licenses with number, issuing state,
Trade / contractor licenses with number, issuing state, license class and expiry.
Lien waivers (conditional / unconditional, progress / final)
Lien waivers (conditional / unconditional, progress / final).
Configurable required-document sets that can be reused acros
Configurable required-document sets that can be reused across subs or pinned to a project, including minimum coverage limits and whether the Additional Insured / Waiver of Subrogation endorsements are mandatory.
A real overall-status rollup computed from the documents
Compliant, Expiring Soon, Expired or Missing. Any required document that is missing or expired makes the subcontractor non-compliant.
True expiry-date math with a configurable expiring-soon wind
True expiry-date math with a configurable expiring-soon window (default 30 days, set per company).
A pay-eligibility check
action_check_pay_eligibility and the is_payable flag answer "can I pay this sub right now?".
Vendor bills, vendor credit notes and supplier payments
Vendor bills, vendor credit notes and supplier payments surface the subcontractor's live compliance status and a warning banner.
A company policy (Warn or Block) decides whether
A company policy (Warn or Block) decides whether posting a vendor bill or payment to a non-compliant subcontractor is merely flagged or hard-blocked.
A daily cron re-rolls every subcontractor's status so
A daily cron re-rolls every subcontractor's status so expiring soon and expired transitions happen on their own and the AP team always sees the truth.
Screenshots
Certificates Of Insurance
Requirement Sets
Licenses
Lien Waivers
Requirement Sets
Subcontractors
Why Choose This Module
Stop paying subcontractors who let their insurance lapse. This module gives a general contractor (GC) a single place to track every compliance document a sub must keep on file and refuses to let an accounts-payable clerk cut a check to a non-compliant subcontractor.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-02