Compliance tracking for trades businesses
An expired document shouldn’t cost you the job.
A lapsed insurance policy or license can stall work, fail an audit, or lose you a contract — usually with no warning. CompliCloud keeps every policy, license and certificate in one audit-ready place and reminds you weeks before each renewal, so nothing slips through.
Free for 7 days. No card needed.
Built for the paperwork trades businesses actually carry.
Up to 5 remindersfrom 90 days out to expiry day
2 minutesto upload your first document
$0to start, no card required
1 linkproves your compliance to anyone
What it does
Paperwork, handled.
The whole product in one story: follow a general liability certificate through a year in CompliCloud. Your part takes about two minutes.
Day one
It goes in.
Photograph the certificate or drop the PDF, pick a category, set the expiry date. That’s the last this document needs from you until renewal.
gl-certificate-2026.pdfActiveGeneral liability insurance
Insurance · Valid until Mar 12, 2027
The months after
It sits on the board.
Every document, one dashboard. Green is covered, amber is running out, red has lapsed. Most mornings it’s all green, so you don’t even look.
ActiveGeneral liability insurance
Valid until Mar 12, 2027
ActiveContractor license
Valid until Nov 3, 2026
30 days out
The reminder lands.
Paid plans email you at 90, 60, 30 and 7 days, plus a notice on expiry day; the trial reminds you at 30. On paid plans, whoever handles your renewals can get a copy too. That head start matters — a GC can hold your crew off the site until a current COI is on file.
90 days60 days30 days7 daysDays before expiry, on paid plans · day-of notice included
CompliCloud
to you, 30 days early
General liability insurance expires in 30 days
Renewal usually takes 2 to 3 weeks. Start now and upload the new copy when it arrives.
Renewal day
The new copy goes in. The old one stays.
Upload the renewal and the timer resets. The old certificate is archived underneath it, not overwritten, so you can prove continuous coverage back to day one.
ActiveGeneral liability insurance
Valid until Mar 12, 2028
1 previous version
- View filevalid to Mar 12, 2027 · replaced Mar 2, 2027
Then it starts over, on its own. Every license, certification and COI you add gets the same treatment. One missed date can cost a stopped job and a client’s trust — this way, you barely remember the date exists.
Example data, in the same rows and chips the real dashboard uses.
Take it with you.
Every CompliCloud account comes with the iPhone app. Scan a certificate with your camera on the job site, check what’s expiring, and it all syncs with your dashboard — no extra sign-up.
- Scan a certificate with your camera
- See every status at a glance
- Synced with your dashboard, automatically
Share links
Prove compliance with one link.
Pick the documents, send the link. Clients and auditors see your live status the moment they open it — and never need an account to do it.
BRV Electrical
All documents current- Active
General liability insurance
Insurance · Valid until Mar 14, 2027
- Active
Electrical trade license
License · Valid until Sep 30, 2026
- Expiring soon
First-aid certification
Certification · Valid until Aug 19, 2026
Your files stay private unless you switch downloads on for that link. Example data.
Choose what it shows
Tick the documents that matter to that client. Nothing else lands on the page.
Send the link
Email it, text it, paste it into their portal. No account, no password, no attachments.
It stays current on its own
Upload a renewal and the page updates itself. Revoke the link whenever you want.
Free for 7 days. No card needed.
Who it’s for
Made for licensed work.
If your work depends on documents staying valid, CompliCloud carries them for you. Here’s who leans on it hardest.
Construction firms
Walk into every bid with current insurance and licenses ready to show, before the competition digs through their glovebox.
General liability insurance
Valid until Feb 9, 2027
State contractor license
Valid until Oct 3, 2026
Electricians and plumbers
Personal certs and vehicle cover, minus the filing cabinet. Reminders land while there is still time to renew.
Vehicle insurance
30-day reminder sent
Property managers
Every contractor's paperwork current across all your sites, and you hear about a slipping COI before it becomes your problem.
Ridgeline Plumbing
Certificate of insurance
Lakeshore Electric
Certificate of insurance
Restoration teams
Insurers ask for IICRC certification before they approve work. Have the proof ready before the phone rings.
IICRC certification
Valid until Jun 12, 2027
Insurance brokers and financial advisors
Individual licenses and CE credits, tracked per person across the whole office, with proof one link away when the regulator asks.
Marisol Vega
Life & health license · Valid until Apr 2027
Tom Grady
CE deadline Dec 31 · 18 of 24 hrs done
Don’t see your trade? If it has an expiry date, CompliCloud tracks it.
Start freeExample data, shown in the same status chips the dashboard uses.
How it compares
The sweet spot between a spreadsheet and a $300-a-month platform.
Everything you need to stay compliant — without the busywork of one or the price tag of the other.
A spreadsheet
compliance_tracker_FINAL_v3.xlsx$0 plus hours of your time
- All manual — you type in every document, date and renewal yourself, forever.
- No reminders. You have to remember every expiry date, or find out on the job.
- No mobile app, no share links, no subcontractor tracking.
Big compliance tools
Talk to sales first$150–$300+ per month
- Reminders, live sharing, subcontractor tracking — genuinely all in there.
- A sales call to even start. Demo only — nothing to try for free.
- No mobile app for the job site.
CompliCloud
The sweet spot$0–$59 per month
General liability insurance
Reminder sent automatically, 30 days ahead
Workers’ comp certificate
Valid until Jan 22, 2027
OSHA 30 site safety card
Valid until Nov 8, 2026
Summit Drywall
Subcontractor COI · lapse alerts on Business
Your Company LLC
All documents current- Set up yourself in minutes — free to start, no card, no sales call.
- iPhone app on the App Store, for the days you’re on-site.
- One live link proves your status — clients and auditors never need an account.
Example data — the same status chips the real dashboard uses.
Free to start like the spreadsheet, automatic like the big tools — and nobody books a call. That’s the sweet spot.
Pricing’s right below. No demo call needed to see it.
Simple pricing.
Try it free for 7 days — no card. Cancel paid plans anytime.
Free trial
$0 for 7 days
no card needed
- 3 documents
- Expiration alerts, 30 days ahead
- 1 active share link
- Works on phone and desktop
Pro
Most popular$19 per month
billed $228 a year
- Unlimited documents
- Custom reminders: 90, 60, 30 and 7 days
- Unlimited share links
- Up to 3 extra alert recipients
- Priority support — replies within 1 business day
Business
$49 per month
billed $588 a year
- Everything in Pro
- Track your subcontractors' COIs
- No-login upload links for subcontractors
- Automatic alerts when a subcontractor lapses
- Up to 10 extra alert recipients
- One dashboard for your whole crew
Questions, answered.
What counts as a document?
Anything with an expiration date your business depends on: certificates of insurance (COIs), trade and contractor licenses, OSHA cards, training certificates, commercial auto insurance, equipment inspections. Upload a PDF or a photo, set the date, and CompliCloud watches it.
Can I track my subcontractors' insurance?
Yes, on the Business plan. Add each subcontractor and send them an upload link; they upload their COIs and licenses with no account needed, everything lands in your dashboard, and you get an alert the moment any of their coverage is about to lapse.
What happens when my free trial ends?
Your documents are safe — you can view and download them anytime, and nothing is ever deleted. But alerts stop, your share link goes dark, and adding or editing documents locks until you upgrade. Pro starts at $19/mo.
Who can see my documents?
Only you, unless you create a share link. A share link shows the status of the documents you choose — proof of validity, without the files. If you want a client or auditor to be able to open the actual documents, you can switch on downloads for that individual link; it is off unless you turn it on, and you can revoke the link at any time.
Can I cancel Pro anytime?
Yes. You keep Pro until the end of the period you paid for. After that your account locks to read-only — your documents are never deleted, and you can view and download them anytime.
Does it work on my phone?
Yes. CompliCloud runs in any browser, and uploading from a phone camera is the fastest way to add a document from a job site.
Can I track documents for my whole team?
Yes. Assign each document to a person when you upload it, then search or filter the dashboard by name. Certificates, licenses and training records stay organized per crew member, and reminders say who they belong to.
Ready to stop chasing paperwork?
Upload your first document in the next two minutes.
Start freeFree for 7 days. No card needed.