How It Works
Get started in minutes with our simple four-step process.
Import Your Contractors
Upload your contractor list via CSV or add them manually. Our system reads all contractor data including contact info, insurance details, and certifications.
- ✓Bulk import from CSV, Excel, or spreadsheet
- ✓Manual entry for individual contractors
- ✓Automatic duplicate detection
- ✓Data validation to catch errors early
Upload Documents
Store all contractor documents in one secure place. W9s, insurance certificates, licenses, certifications - everything is organized and searchable.
- ✓Drag-and-drop document uploads
- ✓Multiple file format support (PDF, images, etc.)
- ✓Secure one-time use upload links
- ✓Instant upload notifications
Desktop
Mobile
Set Expiration Tracking
Know exactly where every contractor stands at all times. Track compliance status and get alerts before documents expire.
- ✓Manual date tracking when setting up document types
- ✓Live compliance dashboard to view contractor status
- ✓Expiring soon alerts for your team
- ✓Automatic email notifications to stay informed
Automate Compliance
Let the system keep your contractors current. Get instant notifications and send re-requests with custom messages.
- ✓Instant notifications when contractors upload documents
- ✓Easy re-request with custom messages from dashboard
- ✓Automated notifications to request new documents
- ✓Customizable reminder schedules per request
Set It and Forget It
Day 1
Import contractors and documents
Automated Reminders
Reminders before documents expire (Business or Enterprise Plan)
Monthly
Compliance reports
Ongoing
Stay compliant year after year
Common Questions
How long does setup take?
Most users are up and running in under 2 minutes. Just upload your contractor list and you are ready to go!
Can I import my existing data?
Yes! We support CSV imports, direct uploads from most spreadsheet tools, and can help with manual data migration for large teams.
What file formats do you support?
We accept PDF, PNG, JPG, and other common image formats.
Can contractors upload their own documents?
Yes! Contractors receive a secure email link that lets them upload and update documents. Once they mark the upload complete, the link expires for security.
Ready to get started?
Join hundreds of teams already saving hours every month with MySubTracker.
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