Subcontractor Compliance Checklist Builder
Build a customized list of documents and requirements to collect from a subcontractor.
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Free COI Tracking Spreadsheet Generator
Create a ready-to-use spreadsheet for tracking subcontractor insurance, expiration dates, missing documents, and compliance status.
No signup required
Step 1
Choose tracker size
Step 2
Select columns
Company and Status are required so the dashboard can calculate correctly.
15 columns
The file is generated in your browser. Subcontractor data is not uploaded to SubCada.
What should a COI tracking spreadsheet contain?
A useful tracker connects each subcontractor to contact details, policy expiration dates, endorsements, licenses, follow-up dates, and a simple overall status. The generated workbook lets you choose only the fields your team will maintain.
How general contractors track insurance expirations
Office teams typically enter the expiration date from each current insurance document, sort or filter the sheet regularly, and contact subcontractors before coverage expires. Status formulas help surface records that need attention, but the source dates still require manual review and updates.
Problems with manual COI spreadsheets
A spreadsheet can become stale when documents arrive by email, different people update separate copies, or follow-ups happen outside the tracker. Formulas identify dates; they do not collect corrected documents or create a complete communication trail.
When spreadsheets stop scaling
Once the team manages many active subcontractors, projects, and renewal dates, a shared compliance system can reduce duplicated entry and automate routine reminders. Need to chase a missing document now? Generate a request email.
Frequently asked questions
Is this a real Excel workbook?
Yes. The download is an XLSX workbook with Dashboard, Subcontractors, and Instructions tabs, plus formulas that update status counts.
How does the status formula work?
For the expiration fields you include, a blank date is Missing, a past date is Expired, a date within 30 days is Expiring Soon, and a later date is Current.
Does SubCada receive the information I enter in the workbook?
No. The blank workbook is generated in your browser and downloaded to your device. No subcontractor data is uploaded by this tool.
Can I import the workbook into SubCada?
SubCada currently provides a CSV importer for subcontractor contact records. This XLSX tracker is designed for Excel and is not presented as a direct import template.
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- Subcontractor records
- Document requirements
- Missing items
- Expiration dates
- Automated reminders
- Compliance visibility