COI tracker
27 / 31 vendors compliant
27 compliant 4 action items
Admin support built for contractors
Your back office shouldn’t hold up your jobs.
We clean up contractor paperwork, COIs, vendor onboarding, invoice documentation, and admin backlogs—without adding another employee.
$595starting price
48–72 hrstypical turnaround
Clear trackernot vague advice
BACKLOG SNAPSHOT Needs attention
12
open admin itemsacross vendors, portals, and invoices
- Expired COIs4
- Missing W-9s7
- Invoices waiting on documents$38k
We turn this into one assigned action list.
Sample Contractor Cleanup
Your back office, organized in 72 hours.
See exactly what’s missing, what may be holding up payment, and what needs attention next.
W-9 completion
94%
Records matched to active vendors
Customer portals
8 / 9 complete
One owner and due date assigned
Invoices blocked
$38,000
Documentation status identified
Renewals due
3 next 30 days
Follow-up dates added
Open actionOwnerDueStatus
Renew Apex Mechanical COIVendor contactSep 18 Requested
Upload lien waiver — INV-1048Project adminToday Blocking invoice
Before
Scattered records. Unknown gaps. Follow-ups living in someone’s head.
After
One tracker showing what’s complete, missing, expired, blocked, and due next.
What we handle
The admin work between the job and the payment.
We organize the backlog, flag what matters, and make the next action obvious.
COIs & insurance
Track compliant, missing, and expiring certificates.
W-9s
Find gaps and build one reliable vendor record.
Vendor onboarding
Keep required forms and follow-ups moving.
Customer portals
Surface incomplete setup before it blocks work.
Invoice paperwork
Identify documentation holding up submission or payment.
Renewals & actions
Assign an owner, requirement, and due date.
Easiest place to start
Contractor Admin Cleanup
$595starting at
A focused reset for the administrative work that has piled up.
- Review your current backlog and records
- Organize documents into a clean tracker
- Identify missing and expired items
- Flag invoice and payment blockers
- Deliver prioritized next actions
Typical turnaround: 48–72 hours after we receive what’s needed.Start My Cleanup
Simple handoff
Send the mess. Get back a plan.
You do not need to reorganize anything before sending it. We start with what you already have.
1
Send current recordsUse your existing spreadsheets, lists, and documents.
2
We clean the backlogItems are organized, checked, and assigned a status.
3
Receive your trackerKnow what is done, blocked, missing, and due next.
Another office hire
- Salary and payroll taxes
- Benefits and training
- Ongoing management
- Full-time commitment
BuiltKeep
- Focused admin support
- Fast startup
- Flexible workload
- Clear deliverables
Request a cleanup
Get the paperwork off your plate.
Tell us where the backlog is hurting. We’ll review your request and confirm scope before any sensitive records are shared.
No document upload required
Clear starting price
No full-time commitment
Before you start
Common questions
Paperwork is part of the job. Chasing it doesn’t have to be.