Subcontractor Compliance & Payout Tracker

Streamline subcontractor compliance and payouts effortlessly

A self-hosted web-based platform that centralizes document management, automates compliance verification, and streamlines conditional payouts for general contractors, ensuring efficiency, trust, and seamless operations.

Trusted by general contractors worldwide
Subcontractor compliance and payout tracker dashboard preview

The Core Problem

Mid-sized general contractors struggle with disorganized compliance documents such as W-9s, insurance certificates, and lien waivers, risking audit failures and project delays from liens. Manual payout tracking via spreadsheets leads to disputes with subcontractors, eroding trust. Project managers waste time chasing project-specific documents like OSHA certifications, while subcontractors face delayed payouts due to unverified documents and lack of transparency on payment status.

  • Disorganized compliance documents leading to audit risks
  • Expired certificates causing project halts from liens
  • Manual payout tracking resulting in subcontractor disputes
  • Time-consuming document chases for project managers

Outcome

A self-hosted platform that automates compliance checks, centralizes documents, and streamlines payouts to avoid delays, ensure audit readiness, and build subcontractor trust.

Designed for Every Role

Manager

Provides full oversight of compliance, payouts, and projects with comprehensive dashboards showing subcontractor statuses, document expirations, payout queues, and analytics for informed decision-making.

Project Manager

Manages subcontractor assignments, verifies project-specific compliance documents, updates statuses, and generates reports to ensure seamless project coordination and compliance.

Subcontractor

Offers a self-service portal for uploading documents, tracking payout statuses, signing lien waivers, viewing project assignments, and communicating with managers.

Manager Dashboard

Gain real-time oversight with intuitive widgets designed for non-technical users to monitor and manage subcontractor compliance and payouts effectively.

  • Subcontractor overview with color-coded statuses for compliant, expiring, and non-compliant subs
  • Expiry tracker listing upcoming document renewals with alerts
  • Payout queue displaying pending and approved payouts linked to compliance
  • Calendar view for document renewals, payout schedules, and project milestones
  • Document feed showing recent uploads and verifications
  • Analytics widget for compliance rates, average payout times, and audit readiness scores
  • Messaging hub for secure communications between managers, project managers, and subs
  • Activity log tracking all actions for transparency and audit trails
Subcontractor compliance manager dashboard preview

Standard Plan

Core features for subcontractor compliance tracking, document management, and payout automation tailored for general contractors.

Subcontractor & Document Profiles

Included

Centralize subcontractor details and compliance documents for easy management and validation.

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Compliance Tracking

Included

Monitor document expirations and overall compliance statuses across all subcontractors.

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Payout Scheduling

Included

Automate conditional payouts tied to verified compliance documents for timely releases.

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Lien Waiver Generation

Included

Automatically generate project-specific lien waivers upon payout approval for legal protection.

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Document Verification Checklist

Included

Validate compliance documents against standards with checklists for thorough reviews.

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Secure Document Upload

Included

Allow subcontractors to submit documents securely through the portal for quick reviews.

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Audit Reports

Included

Generate detailed compliance and payout reports exportable in PDF or CSV formats.

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Payout Dispute Log

Included

Track and resolve payment disputes efficiently with status updates and assignments.

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Expiry Reminder System

Included

Send automated reminders for document renewals at configurable intervals.

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Project Assignment

Included

Assign subcontractors to projects with pre-assignment compliance verification.

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Activity Audit Trail

Included

Log all system actions for complete transparency and searchable history.

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Subcontractor Portal

Included

Provide subcontractors with a self-service portal for managing documents and payments.

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Email Notifications

Included

Send configurable email alerts for system actions like uploads and approvals.

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Compliance Dashboard

Included

Visualize subcontractor compliance statuses with filters and highlights.

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Payout Approval Workflow

Included

Streamline payout authorizations with compliance checks and flags for issues.

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Only $99/one-time payment only

Unlock the complete base platform for your entire team.

  • Unlimited subcontractors
  • Email notifications
  • Role-based access
  • Subcontractor portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced automation and insights.

Digital Signatures for Waivers

$25

Enable electronic signatures on lien waivers and contracts for seamless approvals.

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Geotagged Site Verifications

$28

Verify subcontractor presence at sites with geotagged photo submissions.

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Branded Templates

$22

Customize waivers and reports with your branding for a professional look.

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Escalation for Expiries

$24

Automatically escalate non-renewed documents to hold payouts until resolved.

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Bulk Document Import

$20

Import multiple subcontractor documents and details via CSV for quick onboarding.

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Multi-Project Hierarchy

$21

Manage subcontractors across multiple projects with aggregated data views.

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Trend Analytics Dashboard

$23

View detailed charts on compliance rates, payout delays, and subcontractor performance.

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Scheduled Report Delivery

$20

Automatically send compliance reports to stakeholders on a weekly or monthly basis.

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Legal Template Library

$22

Access pre-made customizable compliance documents like W-9s and waivers.

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Workload Balancer

$20

Automatically suggest optimal subcontractor assignments based on availability and needs.

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Custom Notification Rules

$25

Set tailored alerts for specific events like high-value payouts.

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Subcontractor Feedback Module

$21

Collect performance feedback post-project to inform future assignments.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Quick Comparison

Standard Plan

Complete base platform for daily operations

$99
  • Subcontractor & Document Profiles
  • Compliance Tracking
  • Payout Scheduling
  • Lien Waiver Generation
  • Document Verification Checklist
  • Secure Document Upload
  • Audit Reports
  • Payout Dispute Log

Custom Add-ons

Pick-and-choose advanced capabilities

$20-35 each
  • Digital Signatures for Waivers
  • Geotagged Site Verifications
  • Branded Templates
  • Escalation for Expiries
  • Bulk Document Import
  • Multi-Project Hierarchy
  • Trend Analytics Dashboard
  • Scheduled Report Delivery

What General Contractors Are Saying

This system has eliminated compliance chaos and made payouts seamless, building stronger trust with our subs.

Alex, General Contractor

Assigning subs and verifying docs is now effortless, saving us significant time on every project.

Maria, Project Manager

The portal makes uploading documents and tracking payments straightforward and transparent.

Sarah, Subcontractor

Ready to optimize your subcontractor management?

Start with the Standard Plan and customize with add-ons for superior compliance and payout efficiency.