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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CertChase serves as a user-friendly online platform tailored for general contractors and remodelers, facilitating the management of subcontractor certificates of insurance (COIs) and trade licenses. Users can easily import subcontractor information via spreadsheet copy-pasting or CSV uploads, establish deadlines for document submission, and send unique upload links to subcontractors, all without requiring them to create an account. The application intelligently extracts essential data from uploaded PDF documents, flags any missing, expired, or insufficient coverage papers, and delivers automatic email reminders until all compliance requirements are met. Additionally, a comprehensive status board provides an overview of subcontractors who are compliant, those nearing expiration, or those that require further attention. With a shareable view and a weekly digest, project and operations teams can efficiently keep track of all necessary paperwork. This service is specifically designed for teams that prefer to manage vendor compliance internally, instead of delegating the review process to an external entity, ensuring streamlined oversight and organization.

Description

SubLien helps general contractors collect lien waivers, certificates of insurance and W-9s from their subcontractors, and keeps every vendor document on one record per sub. Subcontractors respond from a secure emailed link on any device, without creating an account, and automatic reminders follow up until the document comes back. Lien waivers are supported in all 50 states: SubLien uses the statutory form where a state requires one, and you can also upload and map your own waiver PDFs. COI review starts with AI-prefilled ACORD 25 data that your team verifies against company, project and vendor insurance minimums. Procore, QuickBooks Online and Intuit Enterprise Suite integrations come with every plan, and SubLien also runs standalone. Plans are priced by active vendors, starting at $199 per month for up to 50 vendors and going up to $1,099 per month for 500, with annual billing that includes two free months. All features and unlimited users and projects are included on every plan.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Intuit Enterprise Suite No 
Procore No 
QuickBooks Online No 

Integrations

Intuit Enterprise Suite Yes 
Procore Yes 
QuickBooks Online Yes 

Pricing Details

Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Trial No 
Free Version Yes 

Pricing Details

$199/month
Priced by active vendors, counted once across all your projects. Every plan includes every feature, unlimited users and projects, and the Procore, QuickBooks Online and Intuit Enterprise Suite integrations.
Up to 50 vendors: $199/mo or $1,990/yr
Up to 100 vendors: $299/mo or $2,990/yr
Up to 150 vendors: $399/mo or $3,990/yr
Up to 200 vendors: $499/mo or $4,990/yr
Up to 250 vendors: $599/mo or $5,990/yr
Up to 300 vendors: $699/mo or $6,990/yr
Up to 400 vendors: $899/mo or $8,990/yr
Up to 500 vendors: $1,099/mo or $10,990/yr
Above 500 vendors: custom pricing.
Billed monthly, or annually with two months free. Plans are set up through a 15-minute demo.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CertChase (gocertchase.com)

Country

United States

Website

gocertchase.com

Vendor Details

Company Name

SubLien

Country

Austin, Texas, United States

Website

sublien.com

Alternatives

Alternatives