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Construction & Trades

Subcontractor
Management System

Track all subcontractors across all jobs — contracts, insurance expiry, payment schedules, retention balances, and performance ratings. Never miss an insurance lapse or payment milestone again.

Insurance TrackingPayment ScheduleRetention BalancePerformance Ratings5 Sheets
SUBCONTRACTOR_MANAGEMENT.xlsx
Sub Register
Insurance Tracker
Payment Log
Performance
CategoryItemStatusValueNotes
Subcontractor Management System — Sample Data
Section AItem 1Complete100%Verified
Section AItem 2In Progress67%Due next week
Section BItem 3Action Required0%Overdue
Section BItem 4Complete100%On track
SUMMARY67%2 actions needed
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★★★★★4.9 / 5.0
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By the numbers

Subcontractor Management System

Auto
Insurance Alerts
Retention
Tracked
Payment
Milestones
Performance
Rated
Contents

All 5 sheets,
explained.

Sheet 01
Sub Register
All subs with trade, license, contact, contract value, and job assignment
Sheet 02
Insurance Tracker
GL, workers comp, auto expiry dates with 30/60/90 day alerts
Sheet 03
Payment Schedule
Milestone payments, amounts due, paid to date, and retention held per sub
Sheet 04
Retention Log
Retention amounts held, release dates, and running retention liability
Sheet 05
Performance Ratings
Score each sub per job on quality, schedule, communication, and safety
Reviews

Professionals who use it daily.

★★★★★
"
Had a sub on-site with lapsed insurance. Cost me a full day and a near-miss with the owner. This system flags it 90 days out.
B
Brad M.
General Contractor · Texas
★★★★★
"
Managing 15 subs on one job is chaos without a system. Retention tracking alone saved us from underpaying twice.
C
Carol T.
Project Manager · Commercial Construction
FAQ

Common questions.

How many subcontractors can it track?+
Pre-built for 30 subs across 10 trades. Fully expandable.
Can it track multiple insurance types?+
Yes — general liability, workers comp, auto, and an additional insured column for each.
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Complete Bundle
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Subcontractor Management System.

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