Industry challenges
Complex subcontractor management
Manually verifying certificates of insurance, workers' compensation coverage, business licenses, and bonding for each subcontractor before approval. An oversight can expose your firm to serious liability.
Bid response deadlines
Building a complete bid package for a public or private project takes days. Current documents, consistent amounts, up-to-date prequalification materials: every detail matters.
Closeout packages and safety plan compliance
Ensuring the closeout documentation is complete and the safety plan meets OSHA requirements. Non-compliance delays project handover and triggers penalties.
Pay application control
Verifying that each monthly pay application respects contract line items, that change orders are properly accounted for, and cumulative amounts don't exceed the original contract value.
Processed documents
- —Public and private contracts (specifications, schedules of values)
- —Certificates of insurance (COI) and workers' compensation certificates
- —General liability and builder's risk insurance certificates
- —Safety plans and OSHA compliance documents
- —Closeout documentation (as-builts, O&M manuals, warranties)
- —Monthly pay applications (AIA G702/G703) and lien waivers
- —Change orders and contract amendments
- —Subcontract agreements and prequalification packages
Automatic validations
- ✓Active business license and contractor's license for the relevant state
- ✓General liability and workers' comp coverage validity and alignment with project scope
- ✓Certificate of insurance less than 30 days old matching the subcontractor and project
- ✓Amount consistency: pay applications vs. schedule of values and change orders
- ✓Complete mandatory documents for subcontractor prequalification per contract requirements
- ✓Closeout package completeness: as-builts, O&M manuals, warranties, lien waivers
- ✓Safety plan compliance with OSHA requirements and project specifications
Proven results
85%
time saved on subcontractor file verification
100%
regulatory compliance on insurance and workers' comp certificates
48h
average time to build a complete bid package