Compliance
TrueGrade’s compliance module centralizes the collection, verification, and ongoing monitoring of subcontractor documents. For general contractors working with multiple subs on passive house and high-performance projects, keeping certificates of insurance, W-9s, and trade licenses current is both a contractual and risk management requirement.
How It Works
- You add a subcontractor to a project
- TrueGrade sends them a magic-link invitation to a self-service upload portal — no account required
- The subcontractor uploads their documents through the portal
- Your team reviews and verifies each submission
- TrueGrade monitors expiration dates and fires alerts before documents lapse
Subcontractors never need to create a TrueGrade account. The magic-link portal is accessible from any browser and is branded with your organization name.
Document Types Tracked
- Certificate of Insurance (COI) — general liability, workers’ compensation, umbrella
- W-9 — required for 1099 reporting
- Trade License — state contractor license, specialty trade certifications
- Subcontract Agreement — executed contract document
- Safety Plan — OSHA or project-specific safety program
In This Section
How documents are organized, versioned, and stored.
Document TrackingThe magic-link self-service portal your subs use to upload documents.
Subcontractor PortalReview, approve, or reject submissions with notes and audit trail.
Verification WorkflowsConfigure multi-stage alerts so nothing lapses unnoticed.
Expiration AlertsLast updated on