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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 send and track lien waivers, collect insurance certificates and keep W-9s and vendor documents organized across projects. Subs sign or upload through secure email links without an account or fee, and reminders follow missing or expiring documents. Use your own waiver PDFs or SubLien's library for all 50 states and DC; paper signing and upload apply where required. AI checks each COI against your requirements, and a person on your team records the decision. W-9s are retained as source files and are not read or sent to AI. Work standalone or connect Procore or QuickBooks Online/Intuit Enterprise Suite. Pricing starts at $199/month for 25 active vendors. Every plan includes all features and unlimited documents, users and projects. Annual billing is ten times monthly. Purchases follow a demo; no free trial.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 projects. Monthly / annual: 25 vendors $199 / $1,990; 50 $299 / $2,990; 100 $399 / $3,990; 150 $499 / $4,990; 200 $599 / $5,990; 250 $699 / $6,990; 300 $799 / $7,990; 350 $899 / $8,990; 400 $999 / $9,990; 450 $1,099 / $10,990; 500 $1,199 / $11,990. Above 500, add $100/month or $1,000/year for every 50 additional active vendors. No maximum or custom quote. Annual billing is 10 times monthly (2 months free). Every plan includes all features, unlimited documents, e-signatures, users and projects. Book a demo; no free trial or free version.
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 Yes 
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 LLC

Country

Austin, Texas, United States

Website

sublien.com

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