CertChase 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.

Pricing

Pricing Starts At:
Freemium — Free / $49 / $99
Pricing Information:
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 Version:
Yes

Integrations

No Integrations at this time

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Company Details

Company:
CertChase (gocertchase.com)
Headquarters:
United States
Website:
gocertchase.com

Media

CertChase upload page for Pacific Coast Painting with separate file-upload panels for a certificate of insurance and trade license.

CertChase upload page for Pacific Coast Painting with separate file-upload panels for a certificate of insurance and trade license.

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

CertChase Features and Options

CertChase User Reviews

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