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What is TradeGuard?

TradeGuard is a contractor-focused compliance platform created to replace manual tracking of subcontractor documents with automated monitoring and risk detection. The software helps general contractors and property managers manage critical paperwork such as certificates of insurance, W-9s, OSHA 10 and OSHA 30 cards, contractor licenses, lien waivers, bonds, business licenses, and safety training records. Users can import subcontractor rosters, assign trades and operating states, define required documents, and monitor compliance from a centralized dashboard. TradeGuard automatically tracks expiration dates and sends configurable reminders before coverage or documentation lapses. Its smart extraction technology reads COI PDFs and captures key information such as insurer names, policy numbers, coverage types, policy limits, and expiration dates. The platform includes state compliance matching for all 50 states and Washington, DC, helping teams identify missing requirements before audits, bids, mobilization, or project kickoffs. TradeGuard also allows companies to set minimum insurance standards by trade and coverage type, flagging subcontractors whose policies do not meet internal requirements. Its fraud detection tools analyze uploaded COIs for signs of tampering, suspicious edits, metadata issues, and altered fields. When verification is needed, TradeGuard can contact brokers directly so policy authenticity can be confirmed with a clear audit trail. QuickBooks Online integration allows users to import vendors and review unpaid bills against compliance status before approving payments. TradeGuard helps contractors protect projects, reduce administrative work, improve subcontractor accountability, and avoid costly exposure from expired or missing documents.

What is SubLien?

SubLien is a comprehensive software solution aimed at ensuring subcontractor compliance, assisting general contractors in overseeing tasks including lien-waiver requests, collection and review of certificates of insurance, W-9 submissions, vendor data, project specifics, and payment histories within a consolidated workflow. With this platform, teams can easily produce both conditional and unconditional waivers while keeping track of project status and required documents for client or legal scrutiny, allowing for secure signature collection via email links. The software's document parsing capability enhances the process for COIs, automatically populating essential details so that reviewers can confirm the source, make necessary adjustments, and verify adherence to company or project-specific minimums before finalizing their evaluations. Although SubLien is capable of functioning independently, it also provides optional integrations with Procore and QuickBooks Online to enhance its capabilities further. Each paid subscription not only includes access to all features but also allows for an unlimited number of users, vendors, and projects, with the only limitation being on documents. It is crucial to understand that while SubLien diligently tracks the workflow of its users, it does not make judgments about the legal authenticity, coverage, compliance, authority, enforceability, or payment details of the documents it processes. This efficient system not only streamlines the management of subcontractor compliance but also ensures that all essential documentation is systematically organized, ultimately leading to improved project outcomes. By leveraging such technology, contractors can focus more on their core activities, knowing that compliance tasks are being managed effectively.

Media

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Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$150/month
Free Version
Free Trial Offered?

Pricing Information

$199/mo, billed quarterly
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TradeGuard

Date Founded

2026

Company Location

United States

Company Website

trade-guard.pro

Company Facts

Organization Name

SubLien

Company Location

United States

Company Website

sublien.com

Categories and Features

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