Total Vendors
—
Portfolio
Active COIs
—
All current
Inspections Due
—
Within 30 days
Critical Alerts
—
Require action
Upcoming Deadlines — 30 Day Window
Vendor Roster
Drop a vendor document here to add a vendor to this facility
Upload a COI, W-9, service agreement, or any vendor document · AI extracts all details and pre-fills the vendor form
Scanning document…
| 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 |
|---|
Drop an inspection report here to auto-build a schedule
Upload any inspection certificate, compliance report, or service record · PDF or image · AI reads the date, type, and frequency automatically
Reading inspection report…
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.
Drop a vendor document here to add it to your compliance records
Upload a COI, inspection report, W-9, or service agreement · AI scans and routes it to the right vendor automatically
Scanning document…
Portfolio Score
—
Compliance health
Valid COIs
—
Current
W-9 On File
—
Tax docs
Inspections OK
—
Up to date
Compliance by Facility
| Facility | Type | Vendors | COI Issues | Insp Due | Score |
|---|
Vendor Compliance Summary
| Vendor | Facility | COI | W-9 | Agreement | Status |
|---|
Total Quotes
0
All quotes
Accepted
0
Awarded
Pending
0
Under review
Expiring
0
Within 14 days
Drop any quote here — PDF, photo, email screenshot, text screenshot, handwritten note
AI extracts vendor name, all line items, totals, and validity date · Works with any format including handwriting
Scanning quote…
Select Quotes to Compare
Pick 2 or more quotes — best for same job across multiple vendors
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.