Looking for GC feedback on COI/sub doc tracker
I’m looking for honest feedback from GCs or PMs who deal with subcontractor paperwork.
I’m in Orange County and I recently built a simple tool called SubReady after seeing how annoying it can be to track COIs, workers’ comp, W-9s, license status, and expiration dates across subs.
It sends reminders 30/14/7 days before expiration, gives a pay/hold view before payment, checks CSLB license status, and lets you email a pay/hold report to a bookkeeper. It also reads uploaded COIs/workers’ comp docs and pulls the carrier, policy number, and expiration date so there is less manual entry.
I’m not trying to sell anyone here. The free version has the same features as the paid version, just capped at 5 subs. So I’m not really looking for anyone to pay right now — I’m mainly trying to get feedback on whether this is actually useful, what features are missing, and what should be removed, what is actually useful vs. unnecessary.
If you handle sub compliance, what would you add, remove, or change?
Is pay/hold useful?
Are expiration reminders enough?
Would you want BILL.com, QuickBooks, or email-only reports?
What would make this worth using instead of spreadsheets?
Happy to share the link if anyone wants to test it
Thank you for reading I know y’all are busy people but i would really appreciate any feedback good or bad.