US Subcontractor COI
Subcontractor Compliance & Certificate of Insurance (COI) tracker with pay-block for non-compliant subs (US)
Subcontractor Compliance & Certificate of Insurance (COI) tracker with pay-block for non-compliant subs (US)
Key Features
Subcontractor records linked to the vendor partner, with
Subcontractor records linked to the vendor partner, with trade, contact and an at-a-glance compliance status.
Certificates of Insurance (COI) with per-coverage lines
General Liability, Automobile, Workers' Compensation, Umbrella / Excess, Professional and Pollution. Every coverage carries each-occurrence and aggregate limits, effective and expiry dates and the two flags that matter on a construction job
W-9 on file (received date and TIN reference)
W-9 on file (received date and TIN reference).
Trade / contractor licenses with number, issuing state,
Trade / contractor licenses with number, issuing state, license class and expiry.
Lien waivers (conditional / unconditional, progress / final)
Lien waivers (conditional / unconditional, progress / final).
Configurable required-document sets that can be reused acros
Configurable required-document sets that can be reused across subs or pinned to a project, including minimum coverage limits and whether the Additional Insured / Waiver of Subrogation endorsements are mandatory.
A real overall-status rollup computed from the documents
Compliant, Expiring Soon, Expired or Missing. Any required document that is missing or expired makes the subcontractor non-compliant.
True expiry-date math with a configurable expiring-soon wind
True expiry-date math with a configurable expiring-soon window (default 30 days, set per company).
A pay-eligibility check
action_check_pay_eligibility and the is_payable flag answer "can I pay this sub right now?".
Vendor bills, vendor credit notes and supplier payments
Vendor bills, vendor credit notes and supplier payments surface the subcontractor's live compliance status and a warning banner.
A company policy (Warn or Block) decides whether
A company policy (Warn or Block) decides whether posting a vendor bill or payment to a non-compliant subcontractor is merely flagged or hard-blocked.
A daily cron re-rolls every subcontractor's status so
A daily cron re-rolls every subcontractor's status so expiring soon and expired transitions happen on their own and the AP team always sees the truth.
Screenshots
Certificates Of Insurance
Requirement Sets
Licenses
Lien Waivers
Requirement Sets
Subcontractors
Why Choose This Module
Stop paying subcontractors who let their insurance lapse. This module gives a general contractor (GC) a single place to track every compliance document a sub must keep on file and refuses to let an accounts-payable clerk cut a check to a non-compliant subcontractor.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-02
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1753 |
| Technical Name |
us_subcontractor_compliance_coi_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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