SiteSquare

Know every sub on your site is covered.

SiteSquare reads each certificate of insurance, checks it against your requirements and chases renewals, so you know who's clear to work before they reach the gate.

No credit card. iPhone and Android app included.

The SiteSquare phone app's home screen for a demo company: 6 of 13 vendors clear to work, 2 certificates waiting for review, and the vendors that need attention now.

From inbox to clear to work in three steps

  1. Certificates come in

    Vendors email your company's own address, or upload through a secure link. You can also photograph a certificate on site with your phone.

    The SiteSquare phone app ready to photograph a certificate for a vendor.
  2. It reads and checks every line

    Coverages, limits, dates, endorsements and the holder are checked against your requirements. PDFs are also checked for signs of editing, for your reviewer to weigh.

    Reviewing a certificate in the SiteSquare phone app, with Approve and Reject buttons.
  3. You approve, it keeps watch

    Nothing turns green until a person approves it. Then renewals are chased 30, 14, 7 and 1 day out, and you see who's clear to work on each project.

    A project in the SiteSquare phone app: 4 of 7 vendors clear to work.

Every certificate gets the same careful read

A person skimming their fiftieth certificate this month misses things. SiteSquare checks every one the same way, names each shortfall, and keeps everything expiring in the next 120 days in one list.

  • No certificate on file
  • A required coverage is missing
  • Expired
  • Expiring soon
  • Not yet in effect
  • A limit below your minimum
  • Additional insured missing
  • Waiver of subrogation missing
  • Primary and non-contributory missing
  • Certificate holder doesn't match
  • A required document is missing
  • A required document has expired
  • Coverage starts after a contract, permit or event begins
  • Coverage ends before a contract, permit or event ends
  • Not yet approved by a person

The follow-up paperwork, handled

Correction requests

When a certificate falls short, SiteSquare drafts the exact fix and emails it to the vendor.

Requirements from your contract

Upload a subcontract and get its insurance requirements as a template you confirm before using.

Exceptions with a paper trail

Accept a vendor despite a gap, with a recorded reason and an end date.

Document vault

Keep each vendor's W-9, license, contract and lien waiver with their certificates, and require them.

In the field

Photograph a certificate, clear the review queue and send a vendor their upload link from your phone.

Reports and a weekly digest

A printable compliance snapshot for audits, and a weekly email of what needs attention.

Pick a plan by vendor count

Everything else is included: unlimited projects and templates, and AI reading of up to 200 certificates a day (fair use). 30 days free, no card.

Crew

$19/month

Up to 25 vendors

Start free trial

Contractor

$49/month

Up to 100 vendors

Start free trial

Cancel anytime from your settings. Full pricing details