Master Contractor Document Management with MySubTracker: How It Works

MySubTracker Interface Displaying Upcoming Contractor Document Expirations and Verification Status of Recently Uploaded Files

A simple and easy dashboard to use

We have designed a simple and easy dashboard to use. When you log in, you will be presented with two quick reporting areas - one for expiring listings and one for pending verification. Each of these areas provide you with information and action steps to ensure you are up to date on your forms.

 
Screenshot of MySubTracker interface showcasing the ease of adding a new contractor, initiating a welcome email, and facilitating document uploads and contact information updates.

Send request for documents

Collecting W9s and Insurance from your contractors can be a time consuming task. With MySubTracker, all you have to do is enter your contractor’s name and email address. Your contractor will get an email to create an account, update their contact information, and load in the requested forms. It’s that simple!

Business owners reviewing and accepting updated contractor documents and contact information on MySubTracker.

Verify contractors' forms and information

Once your contractor updates their account and uploads the requested forms, you will be notified on the dashboard to verify the information. Confirming the forms and contact information is quick and easy. This will allow you to start tracking the insurance expiration dates.

 
Screenshot of MySubTracker's Contractor Page Showcasing Comprehensive Contractor Tracking Features

All of your contractors in
one place

As you continue to add contractors to your account, you can quickly and easily find them through the contractors dashboard. You will have the ability to update information, view details, and even download the forms into PDF as needed.

Screenshot of MySubTracker's contractor document management interface, showcasing features like easy document access, PDF download capabilities, and expiration date tracking.

Access your documents when you need them

Do you have a worker’s compensation audit coming up or need to provide your tax person or bookkeeper with W9s to file your 1099s? All of the documents that you have requested from your contractors are quickly accessible in the documents dashboard. There you will find the most recent documents in the system, view detailed information about the documents, and even access archived forms from prior years if needed.

 
MySubTracker contractor document expirations are tracked automatically in the system and notification emails are sent out to the contactors.

Automatic notification when the documents are about to expire

The biggest hurdle we are helping overcome is tracking the expiration dates of documents and ensures that you as the business owner have the most up to date versions. MySubTracker is set up to automatically notify you, your contractor, and your contractor’s insurance agent on a monthly basis leading up to expiration. This process provides all parties with advanced notice of upcoming expirations, allowing them sufficient time to collect updated documents.

 

Have questions about our software? Visit our comprehensive FAQ page today to get all your questions answered and understand how our software can revolutionize your business operations.

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