Built for spreadsheet teams
Import the roster you already maintain, preserve useful extra columns, and turn dates/statuses into a renewal queue.
Turn vendor paperwork into one renewal queue.
Track COIs, licenses, W-9s, agreements, safety certificates, and custom requirements in one place. See what is missing or coming due and who owns the next follow-up.
Start free with up to 25 vendors. No card required.
Vendors
Search vendors...
All vendorsCurrentExpiring soonMissing
| Vendor | COI | License | W-9 | Agreement | Next renewal |
|---|---|---|---|---|---|
| Apex Roofing Co. | Current | Current | Current | Current | In 58 days |
| Bright Electric | Current | Exp. soon | Current | Current | In 12 days |
| Coastal Plumbing | Exp. soon | Exp. soon | Current | Current | In 6 days |
| Delta Concrete | Missing | Current | Missing | Current | -- |
| Evergreen Landscaping | Current | Missing | Current | Missing | -- |
Best-fit buyers
For teams that need a clear vendor answer, not another giant system.
CertCue is intentionally narrow: replace the vendor paperwork spreadsheet with a queue your team can act on this week.
Property-management operations first
Best for residential property managers and maintenance coordinators tracking recurring vendor paperwork across a growing roster.
Workflow tracker, not verifier
CertCue keeps ownership and document status visible; it does not certify insurance coverage or replace legal/procurement review.
Before and after
What changes when the sheet becomes a queue.
CertCue keeps the spreadsheet as the starting point, then gives operators a clearer daily workflow.
QuestionSpreadsheetCertCue
Can this vendor work today?Manually scan status/date columns and hope the sheet is current. See current, expiring soon, expired, and missing paperwork in one queue.
Who owns the next follow-up?Owner notes are easy to bury in comments or side chats. Keep the owner on each vendor and requirement so the next action is visible.
What do we send the vendor?Rewrite the same request from rows, notes, and old email threads. Copy one request packet for the missing, expired, or expiring items.
How do renewals get followed up?Create another spreadsheet tab, calendar reminder, or recurring email task by hand. Preview reminder drafts, then open email handoffs or export follow-ups to CSV and calendar.
The renewal chase, organized.
Add vendors
Record the vendors and requirements you need.
Track requirements
Keep each date, status, and owner in one place.
Act before expiry
See what needs attention before work is delayed.
Free working template
Start with a cleaner vendor paperwork tracker.
Use the CSV in Excel or Google Sheets today. It includes COI, license, W-9, agreement, safety-certificate, owner, status, and next-action fields, and the same file can seed a CertCue workspace.
No email gate. No card. Use the template even if you do not join. Vendor and trade details Internal renewal owner COI, license, W-9, and agreement status Safety and custom requirement dates Next action and operating notes
Free vendor paperwork resources
Solve one renewal problem before choosing software.
Use a practical guide or tracker with no email gate, then start a free workspace when a shared follow-up queue would save the team time.
Free workflow checkVendor Paperwork Workflow CheckAnswer five questions for a workflow score and three practical next steps. No email gate.Check your workflow Free templateVendor paperwork spreadsheetDownload the operating fields for owners, dates, statuses, and next actions.Open resource COI workflowCOI expiration trackerKeep recorded dates, owners, and renewal requests visible without claiming verification.Open resource Property operationsVendor onboarding checklistGive every new vendor one repeatable paperwork path and a clear follow-up owner.Open resource
Browse every released resource Spreadsheet cost check
Make the renewal chase measurable.
Use conservative numbers to show what vendor paperwork follow-up already costs before one blocked job, missed renewal, or rushed email thread is counted.
- No fake savings claim, just buyer-entered math.
- Turns the price into a break-even number.
- Gives the buyer a copyable approval note.
What does the spreadsheet chase cost?
Adjust the assumptions for your team.
If your team spends 3 hours/week chasing 38 vendor records at $35/hour, the spreadsheet process costs about $455/month before blocked jobs. CertCue's Team plan is $79/month, so preventing 2.3 hours/month of chasing covers the subscription.
One clear answer before work starts.
Know who can work today
See current, expiring soon, and missing items at a glance.
Stop chasing documents
Keep ownership visible so the next follow-up has a clear owner.
Stay ahead of renewals
Filter the queue by due date and act before deadlines slip.
Keep jobs moving
Check vendor requirements before the last-minute scramble.
Renewal queueView all
Expiring soon (4)Missing (3)
Bright ElectricLicenseIn 6 daysJM
Coastal PlumbingCOIIn 9 daysSP
Summit PaintingCOIIn 14 daysJM
Apex Roofing Co.COIIn 21 daysSP
View full renewal queue Simple pricing for small teams.
Starter
For one small live vendor desk.
$0Forever- Up to 25 vendors
- Complete renewal workflow
- Imports, reminders, and exports
Team
For teams tracking a growing roster.
$79/month- Up to 100 vendors
- Complete renewal workflow
- Imports, reminders, and exports
- Product support
Pro
For teams that do not want a roster ceiling.
$149/month- Unlimited vendors
- Complete renewal workflow
- Imports, reminders, and exports
- Guided setup available
Starter is free and needs no credit card. Team and Pro are billed monthly through Stripe and can be cancelled from the billing portal.
Prices are in USD and exclude applicable VAT, sales tax, and similar charges. Stripe shows the final amount before payment.
Every plan includes all current workflow features. Plans differ by vendor capacity, not hidden tools.
How to join
A workspace first. A card only for a paid plan.
Every plan starts with the same secure email sign-in and organization setup.
Start on Starter for $0, or select Team or Pro.
Use your work email and name the organization your team will use.
Team and Pro open Stripe to review and confirm the exact monthly price.
Frequently asked questions
What documents can I track in CertCue?
Track COIs and insurance renewals, licenses and permits, W-9/tax forms, agreements, safety or training certificates, attestations, and any clearly named custom requirement. Each record keeps a status and owner, with an optional renewal or expiry date.
Does CertCue verify insurance coverage?
No. CertCue is a workflow desk. It stores the status your team records and keeps renewal ownership visible.
Can vendors upload their own documents?
Yes. Workspace owners can create secure vendor upload links for open requirements and revoke recent links from the app.
Is my data secure?
The browser sample workspace stores data locally. Signed-in workspaces use authenticated, organization-scoped cloud storage; start with redacted samples before importing private vendor files.
How do I join?
Choose Starter, Team, or Pro, enter your work email, and create a workspace. Starter never asks for a card. Team and Pro open Stripe Checkout after your workspace is ready.
What support is included?
Product support is available through the configured support path. No guaranteed response-time SLA is included unless agreed separately.
Can I cancel anytime?
Yes. Team and Pro are month-to-month and can be managed through Stripe's customer portal.