A focused compliance document layer for contractors.
COI tracking means keeping certificates of insurance and related compliance documents organized, current, and easy to share when a GC or project team requests them.
What COI tracking means in practice
Document inventory
Expiration awareness
Packet sharing
How Site Level supports each side
For subcontractors
- Upload and review compliance documents.
- Track document expiration dates in one workspace.
- Share single documents or multi-document packets with GC contacts.
- Offer renewed documents to GCs who received the older version.
See the subcontractor product page.
For general contractors
- Review linked subcontractor roster readiness in the pilot console.
- Identify missing and expiring documents.
- View requirement gaps based on configured GC requirements.
- Reduce email and spreadsheet follow-up around packet status.
See the general contractor page.
Purpose-built software versus a project management platform
Project management systems usually organize the job: schedules, documents, field issues, tasks, drawings, and communication. Site Level is intentionally narrower. It focuses on compliance documents that decide whether a subcontractor packet is current enough to move forward.
That focus is useful for small and mid-sized trade contractors and GCs that need a practical COI workflow without buying a heavier platform for one paperwork problem.
To scope the paperwork workflow, try the free subcontractor compliance checklist and the COI chasing cost calculator.
Current pricing
Pro monthly
Start with the workflow you need now.
Use Site Level to track documents, watch expiration dates, and keep a reusable packet ready for the next request.