Subcontractor Compliance Workbook

About this product

The consolidation product. If you have ever opened five different spreadsheets to answer whether a sub is ready to start work, this replaces all of them. Add a subcontractor to the Master List and the other tabs each track one slice of their compliance: onboarding status, insurance, W-9, safety acknowledgments, and licenses. Every tab is connected to the same set of subs, so when you update one tab you can find the same sub on every other tab. At the end of the month, the Monthly Review tab auto-rolls up everything: active subs, missing paperwork, expiring insurance, safety follow-ups, and high-risk items. Sign off, archive, repeat. This workbook is an internal documentation and compliance organization tool. It is not legal advice, insurance advice, tax advice, OSHA training, or a substitute for professional review. Verify license and registration requirements with your state and local jurisdictions.

What's included

• 9-tab Excel workbook with 38 validated formulas
• Sample version with example data across all tabs
• Blank version ready for your business
• Master List linking every tracker
• Onboarding, Insurance, W-9, Safety, and Licenses tabs
• Color-coded statuses across every tracker
• File Checklist for per-sub completeness
• Monthly Review with auto-rolling KPIs and sign-off
• Works in Excel, Google Sheets, and Apple Numbers
• Instant download

Who this is for

General contractors who want one workbook instead of five, small construction owners scaling their system, and construction admins managing 5 to 15 active subs.