CertChase

CertChase

CertChase (gocertchase.com)
Docutrax

Docutrax

Risk Toolbox Inc.
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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

The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.

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

Any company at risk of liability from the actions of third-parties

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 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

$4,500 per year
Both self-managed and fully-managed options are available
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 Not Supported

Company Information

CertChase (gocertchase.com)
United States
gocertchase.com

Company Information

Risk Toolbox Inc.
United States
docutrax.com

Alternatives

Alternatives

Categories

Categories

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Not Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Not Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Commercial Real Estate Features

Brand Management Not Supported
Cash Flow Analysis Not Supported
Critical Date Alerts Not Supported
CRM Not Supported
Deal Management Not Supported
For Appraisers Not Supported
For Brokers Not Supported
For Investors Not Supported
For Property Managers Supported
Portfolio Management Not Supported
Strategic Planning Not Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Not Supported
Compliance Tracking Supported
Contract Lifecycle Management Not Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Not Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Not Supported
Workflow Management Not Supported

Contractor Management Features

Contractor Database Not Supported
Insurance Tracking Supported
License Tracking Not Supported
Permit Tracking Not Supported
Skills & Competencies Not Supported
Task Management Not Supported
Work Hour Tracking Not Supported

Integrations

No info available.

Integrations

No info available.
Claim CertChase and update features and information
Claim CertChase and update features and information
Claim Docutrax and update features and information
Claim Docutrax and update features and information