TrackMyVendor

Plans and prices

Every plan, in full

On the record

Alerts

Paid plans send email alerts to the team and contractor 90, 60, 30, and 7 days before expiration.trackmyvendor.com · read 30 Sep 2026

Data handling

The policy says uploaded COIs may be sent to Google Gemini AI for extraction and payment data is processed and stored by Stripe rather than TrackMyVendor.trackmyvendor.com · read 30 Sep 2026

Document collection

Contractors can upload documents through a one-time magic link without creating an account.trackmyvendor.com · read 30 Sep 2026

Document parsing

Its AI extracts carrier, coverage, limits, and expiration dates from COI PDFs, and parses W-9 information.trackmyvendor.com · read 30 Sep 2026

Integrations

The integrations page describes webhook connections to Slack, Microsoft Teams, Zapier, and Make, plus calendar feeds for Google, Outlook, and Apple Calendar.trackmyvendor.com · read 30 Sep 2026

Intended users

The site names general contractors, property managers, HOAs, homebuilders, roofing and restoration companies, staffing agencies, and other vendor-managing organizations as target users.trackmyvendor.com · read 30 Sep 2026

License checks

The service tracks licenses across all 50 states and says it automatically re-checks supported state databases daily.trackmyvendor.com · read 30 Sep 2026

Projects

The Pro plan supports grouping subcontractors by job or property and setting coverage requirements per project.trackmyvendor.com · read 30 Sep 2026

Purpose

TrackMyVendor manages contractor and vendor compliance documents, including certificates of insurance, W-9s, and licenses.trackmyvendor.com · read 30 Sep 2026

QuickBooks

QuickBooks Online is listed as planned for Q4 2026, while Procore, Buildertrend, Sage 100 Contractor, Xero, AppFolio, Yardi, and QuickBooks Desktop are being considered.trackmyvendor.com · read 30 Sep 2026

Security

The privacy policy says the service uses TLS encrypted connections, secure credential storage, and access controls, and does not guarantee absolute security.trackmyvendor.com · read 30 Sep 2026

Support

The support page directs users with help requests to [email protected].trackmyvendor.com · read 30 Sep 2026

Trial conditions

The 30-day trial requires no credit card; after it ends, paid features stop unless the organization checks out, and each organization gets one trial.trackmyvendor.com · read 30 Sep 2026

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