Total Vendors
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Portfolio
Active COIs
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All current
Inspections Due
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Within 30 days
Critical Alerts
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Require action
Upcoming Deadlines — 30 Day Window
Vendor Roster
| Vendor | Facility | Category | Agreement | COI | W-9 | Actions |
|---|
Certificates of Insurance (COI)
| Vendor | Facility | Holder | Coverage | Expiration | Days | Status |
|---|
W-9 Tax Forms
| Vendor | Facility | Status |
|---|
Service Agreements
| Vendor | Facility | Start | End | Days | Status |
|---|
Automated Report Follow-Up System
Log a completed inspection to automatically queue report request email drafts at 3, 7, and 14 days. Mark reports received to close the follow-up chain. All data syncs to the cloud instantly.
Upload a signed agreement, certificate of insurance, or W-9. AI extracts all details and pre-populates the vendor form.
📄
Drop documents here or click to browse
Accepted: Agreements · COI · W-9 · Any vendor document (PDF or image)
Scanning document…
◆ Extracted Information
Review the data above, then open the pre-populated form.
Compose Vendor Communication
Requires internet. Email is personalized with vendor name, facility, and compliance dates.
Portfolio Score
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Compliance health
Valid COIs
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Current
W-9 On File
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Tax docs
Inspections OK
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Up to date
Compliance by Facility
| Facility | Type | Vendors | COI Issues | Insp Due | Score |
|---|
Vendor Compliance Summary
| Vendor | Facility | COI | W-9 | Agreement | Status |
|---|
Organization Profile
Vendor Categories (one per line)
Inspection Types (one per line)
Data
Your data is stored securely in Google Cloud (Firebase). It syncs across all your devices automatically.