CertChase

CertChase

CertChase (gocertchase.com)
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About

CertChase is a self-serve web application for general contractors and remodelers to track subcontractor certificates of insurance (COIs) and trade licenses. Teams can paste subcontractor details from a spreadsheet or upload a CSV, set need-by dates, and invite subcontractors to submit documents through individual upload links without creating accounts. CertChase extracts key fields from uploaded PDFs for review, identifies missing, expired, or insufficient coverage documents, and sends scheduled email reminders until requirements are addressed. A status board summarizes which subcontractors are current, expiring, or need follow-up, while a shareable view and weekly digest help project and operations teams monitor paperwork. The service is designed for teams that manage vendor compliance themselves rather than outsourcing certificate review.

About

Leaders in advertising management. Chase software's distinctive line of agency management software deliver cutting-edge tools and best practices for agencies across the globe. Creative, media and finance software From small to large, companies use Chase to manage projects, capture time, buy media, bill, collect payments and increase profitability. Manage you team remotely with Chase collaboration tools. Real-time systems managing jobs, media, documents, engagements, traffic, time, workflows, archiving and costing with minimum input and maximum efficiency. The world’s biggest groups trust Chase to manage their agencies’ end-to-end operations. Corporate Departments. Leading businesses depend on Chase to get the most from their advertising budgets. Small Agencies. Hundreds of small agencies are busy becoming big names using Chase’s core features. Chase Software's distinctive line of agency management software and support services deliver cutting-edge tools and expertise.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

General contractors and remodelers

Audience

Advertising agencies that need a management software and support services that deliver cutting-edge tools and expertise

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Version Supported
Free Trial Not Supported

Pricing

$17.50 per user, per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CertChase (gocertchase.com)
United States
gocertchase.com

Company Information

Chase Software
Founded: 1999
South Africa
www.chasesoftware.biz

Alternatives

Alternatives

Categories

Categories

Ad Management Supported
Advertising Agency Supported
Job Costing Supported
Project Management Supported
Time and Expense Supported
Time Tracking Supported

Advertising Agency Features

Campaign Management Supported
Collaboration Supported
Document Management Supported
File Sharing Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Supported
Invoice Management Supported
Overrun Reporting Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Not Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Not Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Not Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Not Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Not Supported
Overtime Calculation Supported
Time per Project Reporting Not Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Not Supported
Billing Rate Management Not Supported
Expense Tracking Supported
Invoice Processing Not Supported
Multiple Billing Rates Not Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Integrations

Akoya Not Supported
Blue Onion Not Supported
Cashflow.io Not Supported
Learnsoft Not Supported
Portside Not Supported
Smart Clerk Not Supported
Stuut Not Supported
Uptix Not Supported
onePOS Not Supported

Integrations

Akoya Supported
Blue Onion Supported
Cashflow.io Supported
Learnsoft Supported
Portside Supported
Smart Clerk Supported
Stuut Supported
Uptix Supported
onePOS Supported
Claim CertChase and update features and information
Claim CertChase and update features and information
Claim Chase Software and update features and information
Claim Chase Software and update features and information