SiteSquare: COI Compliance

SiteSquare is certificate of insurance (COI) tracking for cities, counties, special districts and school districts, and for the general contractors and property managers who hire subcontractors. It checks each certificate against the contract, permit or event it belongs to, and shows who is clear to work. HOW IT WORKS • Capture — photograph a certificate of insurance wherever it is handed to you, or add a PDF from Files. SiteSquare transcribes the coverages, limits and policy dates for you. • Review — you confirm or correct the details before anything counts. People decide compliance, not a black box. • Track — every vendor shows a clear status: clear to work, expiring soon, expired, or not enough coverage, with the reason in plain words. • Get reminded — notifications before a vendor's coverage lapses, so no one works on your property, project or event uninsured. FOR PUBLIC AGENCIES • Contracts and permits — a vendor's page names each contract, permit or event it is checked against, so you see which agreement falls short. • Insurer ratings — record the insurer's A.M. Best rating while reviewing, where your requirements set a minimum such as A- VII. • Emailed certificates — link a certificate that matched no vendor to the right one. A matching name is only ever a suggestion. • Read-only access — auditors and department heads can see every record without approve or edit buttons. ON YOUR PHONE • Dashboard — see who needs attention the moment you open the app. • Vendors — add, edit and organize every contractor, consultant and vendor and their compliance status. • Projects — group vendors by capital project, facility or property and see "X of Y clear to work" per project. • Document vault — keep W-9s, licenses, bonds and other documents alongside each vendor, with expiration tracking. • Review queue — clear pending certificates from your phone in seconds. • Request a certificate — email a vendor their own secure upload link in one tap. WHY SITESQUARE • Fast — a photo replaces manual data entry. • Accurate — an AI service reads the document; ordinary code applies your requirements; a person on your team confirms the result. Compliance is never decided by AI. • Secure — your data is isolated per organization, documents are stored privately, and every change is logged. Sign in with your email, or with Google, Microsoft or Apple. Note: SiteSquare helps you organize and track certificates of insurance. It is a tool to assist your decisions and does not provide insurance or legal advice or guarantee that any vendor is adequately insured.

Tab labels now use the same typeface as the rest of the app.