Trade Partner Readiness for remodelers and small GCs

Keep every subcontractor cleared to work and cleared to pay.

Subverra collects insurance certificates, W-9s, licenses, agreements, and payment paperwork through secure upload links — then flags who is cleared, blocked, expiring, or missing documents.

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app.subverra.io / dashboard
Cleared
38
Missing docs
6
Expiring soon
4
Expired
2
Needs review
3
Subcontractor
Trade
Status
Next event
Northline Roofing Co.
Roofing
Cleared
COI · Mar 14, 2027
BrightDeck Builders
Decks
Expiring Soon
Workers Comp · 12 days
Cedar & Co Framing
Framing
Missing Docs
W-9 not received
Apex Plumbing LLC
Plumbing
Expired
Liability · 3 days ago
Highland Electric
Electrical
Needs Review
License · uploaded
14 reminders sent this week · 9 docs renewed
Weekly summary · Monday 8:00 AM

The problem

Two questions every job runs on: can this sub work, and can this sub be paid?

Most remodelers and small GCs track that information across email, spreadsheets, text threads, and random folders. Subverra puts it in one readiness dashboard — so before a sub steps on site or gets paid, you already know if they are cleared.

  • COIs buried in email threads
  • W-9s missing on payment day
  • Insurance expires without anyone noticing
  • Subs show up before paperwork is complete
  • Payments get held up chasing lien waivers
  • No clear view of who is cleared to work or pay

How it works

Three steps. Cleared subs by the end of the week.

01

Add your subcontractors

Track the trades and vendors you use most often. Import a list or add subs one at a time.

02

Collect paperwork through simple links

Subs upload from their phone in seconds. No account required.

03

Know who is cleared

See who is cleared to work, cleared to pay, blocked, expiring, or needs review.

What you see

See who is cleared, blocked, expiring, or missing paperwork.

Every sub, both readiness questions, one screen.

Subcontractor
Work Status
Payment Status
Why
ABC Plumbing
Cleared to Work
Blocked from Payment
Missing W-9
Northside Electric
Expiring Soon
Cleared to Pay
COI expires in 12 days
Metro HVAC
Blocked from Work
Cleared to Pay
Expired insurance
Pro Drywall Co.
Needs Review
Cleared to Pay
COI uploaded — awaiting approval
Clean Cut Painting
Cleared to Work
Cleared to Pay
All paperwork current

Features

Everything you need for trade partner readiness.

Cleared to Work readiness

Track COIs, workers comp, business and trade licenses, and signed agreements per sub.

Cleared to Pay readiness

Collect W-9s, vendor info, and lien waivers before a single check goes out.

Readiness dashboard

One screen for cleared, blocked, missing docs, expiring soon, and needs-review.

Secure upload links

Mobile-first portal — your sub takes a photo, no account needed.

Insurance & license tracking

Watch liability, workers comp, and trade-license expirations across every sub.

Missing document alerts

Know instantly who is short paperwork before they roll up to the job.

Expiring soon visibility

See COIs and licenses expiring in the next 30 days at a glance, per sub and across the org.

Email reminders

Send work, payment, expiring, and correction reminders straight from the app. SMS reminders coming soon.

Admin review queue

Approve uploads, set expiration dates, and flag anything unclear.

Readiness at a glance

Open the dashboard to see who is cleared, who is blocked, and what to chase.

Clearance check, on demand

Pick any group of subs and see who is cleared to work or pay — no project setup needed.

Lien waiver placeholder

Capture lien waivers as a payment document today. Full automation coming.

Day one

Get a cleared / blocked view on day one.

Upload your subcontractor list and existing documents. Subverra organizes them into work readiness and payment readiness so you immediately see who is cleared, who is blocked, and what expires soon.

Cleared to Work38 of 53
Blocked from Work7 subs · 12 docs
Cleared to Pay31 of 53
Blocked from Payment9 subs · 11 docs
Expiring in 30 days4 docs

Built for

RemodelersGeneral contractorsDeck buildersFence contractorsRoofing companiesHome buildersSpecialty contractorsAny company managing subs

Before a sub steps on site or gets paid, know if they are cleared.

Spin up Subverra in an afternoon. Every sub, cleared or blocked, in one place.