Subcontractor Compliance & Insurance Tracker
Track subcontractor COI/insurance, licenses, tax forms, safety plans and MSAs, and block payment or dispatch when any required document expires.
Subcontractor Compliance & Insurance Tracker Purpose-built for general contractors who cannot afford to let a subcontractor's crew on site, or cut them a check, without current paperwork. A single expired certificate of insurance can expose the GC to the sub's entire liability; a lapsed license can void a permit. Spreadsheets and sticky notes do not scale past a handful of subs.
Key Features
Subcontractor Dispatch
Subcontractor Dispatch. One-click schedule, cancel, reset to reset to draft.
Subcontractor Compliance Document Type
Subcontractor Compliance Document Type. Tracks Tracks a Coverage Limit, Default Minimum Coverage, Requirements, Documents.
Subcontractor Compliance Document
Subcontractor Compliance Document. Tracks Document / Policy Number, Attachment, Reminders Sent. One-click waive, unwaive.
Subcontractor Payment Request
Subcontractor Payment Request. One-click approve, mark paid, cancel, reset to reset to draft.
Subcontractor Compliance Project
Subcontractor Compliance Project. Tracks Requirement Overrides, Dispatches, Payment Requests, Project-Specific Documents.
Subcontractor Compliance Requirement
Subcontractor Compliance Requirement.
Subcontractor
Subcontractor. Tracks Contact, Documents, Dispatches, Payment Requests, Audit Trail. One-click view audit log.
Use Cases
Screenshots
Audit Trail
Dispatches
Document Types
Documents
Payment Requests
Projects
Why Choose This Module
Highlights Compliance matrix per subcontractor: insurance/COI with coverage limits, license, W-9/tax form, safety plan and signed master service agreement, each with its own expiry date, status and reminder cadence. Payment and dispatch HOLD gates: approving a payment request or scheduling a dispatch re-checks the matrix live and refuses to proceed - with the exact reason - while any required document is missing, expired or under its minimum coverage. Per-project requirement overrides: raise or lower the minimum coverage, drop a requirement, or set a different reminder cadence for one project only, without touching the company-wide default. Automated expiry reminders on a daily cron, with a cadence you configure per document type or per requirement (e.g. 60/30/14/7/1 days out). Full audit trail: every hold, waiver and reminder is logged with the user, timestamp and reason, so a GC can prove why a payment was or was not released.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1420 |
| Technical Name |
subcontractor_compliance_tracker |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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