Rookbeam

SUBCONTRACTOR DOCUMENT TRACKING

Keep every sub’s COI, license, or W-9 in view.

Rookbeam is being built to bring certificates, licenses, W-9s, and renewal dates into one clear place—without the spreadsheet chase.

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For small and mid-sized U.S. general contractors.

THE PAPER TRAIL, MADE CLEARER

From the inbox chase to one steady view.

A practical way to keep subcontractor documents and the dates attached to them from getting lost between jobs.

Subcontractor documents move from scattered requests to a tracked review status.

  1. 01BEFORE

    Every renewal starts with a hunt.

    A certificate sits in one email, a license in a shared drive, and a W-9 is missing from the spreadsheet. The GC is left chasing a sub to find what is current.

  2. 02THE TRACKING

    Dates and details move into view.

    The planned workflow gathers records, extracts COI details for a review-and-correct step, and keeps expiration dates visible so missing or due items can be followed up.

  3. 03AFTER

    See what needs a closer look.

    A shareable status view is planned to help teams scan what is on file and what may need review, while people stay responsible for the final call.

THE PLANNED FIRST RELEASE

Built around the paperwork you already chase.

Rookbeam starts with a focused set of records and review steps for small and mid-sized U.S. general contractors.

Keep the core records together

The first workspace is planned around subcontractor COIs, licenses, and W-9s, with document uploads tied to each sub.

Make dates easier to spot

COI dates, coverage amounts, and policy numbers are planned for extraction with a review-and-correct step.

Share a clear status

A shareable subcontractor status page is planned to surface what may be missing, due, or ready for a closer review.

A status flag is a prompt for review—not insurance verification or a legal determination.

BUILDING FOR THE FIELD OFFICE

Tell us where the document chase gets stuck.

Rookbeam is being shaped around the way small and mid-sized contractors actually manage sub paperwork.

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