CertChaseCertChase (gocertchase.com)
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DocutraxRisk Toolbox Inc.
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Related Products
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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.
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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.
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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
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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
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Audience
General contractors and remodelers
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Audience
Any company at risk of liability from the actions of third-parties
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
$4,500 per year
Both self-managed and fully-managed options are available
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCertChase (gocertchase.com)
United States
gocertchase.com
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Company InformationRisk Toolbox Inc.
United States
docutrax.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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