Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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.
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