Construction Compliance and Vendor Support
Support vendor onboarding, keep required documents current, and prepare for insurance audits alongside your Buildertrend financial workflow.
Let's Schedule a Call →Keep the paperwork moving with the project.
Compliance paperwork is a major part of the work Sarah does for builders. From onboarding a new vendor to completing an insurance audit, the right records need to be collected, organized, and kept current alongside the invoices and payments for each build.
BuilderCents helps organize and track those records so outstanding items are easier to identify and discuss. The process follows your documentation requirements and the way your business uses Buildertrend.
Vendor onboarding and document collection
Help new vendors get set up by collecting master service agreements (MSAs), W9 forms, certificates of insurance, and other documents your business requires. Track what has been received and follow up on missing paperwork.
Insurance certificate tracking
Help organize certificates of insurance, track the documents you have received, and identify outstanding paperwork for review. Monitor expiration dates and follow up on updated certificates to help keep vendor records current throughout the project.
Insurance audit readiness and completion support
Keep supporting records organized throughout the year so insurance audit requests are easier to manage. Sarah helps gather the requested vendor, insurance, payroll, and payment records, organize audit documentation, and coordinate responses and follow up through completion.
Lien waiver tracking
Keep track of requested and received lien waivers alongside the related vendor and payment records. Bring missing documents to your attention so they can be addressed through your process.
- Insurance certificatesOrganize vendor insurance records and track outstanding documents.
- Lien waiversTrack documentation associated with vendors and payments.
- Vendor onboardingCollect MSAs, W9 forms, and required setup documents.
- Ongoing document trackingFollow up on missing paperwork and updated insurance certificates.
- Insurance audit supportPrepare documentation and help coordinate requests through completion.
- Invoice and payment preparationBring financial records and supporting paperwork together for review.
A process that follows your requirements.
Every builder has an existing way of collecting, reviewing, and storing documents. We begin by understanding who provides the paperwork, where it is kept, and what needs to be available before your next step.
The work follows an agreed process for document organization, tracking, and coordination, with outstanding items brought to your attention for review.
Connect the records to the work.
A vendor invoice and its supporting paperwork should be easy to review together. Sarah helps keep those details organized as part of your wider financial process, including Buildertrend costs and payment preparation.
During your first call, describe the documents you manage, the volume of vendors involved, and the items that are falling behind. We will agree on the compliance support you need.
What we review together
- Your current document processHow vendors are onboarded and where MSAs, W9 forms, insurance certificates, and lien waivers are collected and stored.
- Outstanding paperworkWhich documents are missing, which insurance certificates need updates, and what is needed for an upcoming insurance audit.
- The connection to invoices and paymentsHow supporting documents fit into your Buildertrend financial workflow.