Compliance Vault
Highway construction crew and traffic control devices at a work zone

Built for self-performing contractors

Every license, certification, permit and policy tracked before it lapses.

Compliance Vault is built for contractors who do the work with their own crews, trucks and tools in the field. Track licenses, insurance policies, certifications, permits, registrations, prequalifications and renewal deadlines from one centralized dashboard.

Know your compliance status instantly

A sample of the dashboard your team sees at login — one screen that answers whether you're clear to work tomorrow.

94%

Compliance score

Cleared to work

Current records count full credit. Anything inside 30 days counts half.

Active records

218

Across company, fleet, crews and projects

Expiring this month

3

Inside the 30-day window

Upcoming renewals

18

Due in the next 90 days

See Compliance Vault in action

Track licenses, certifications, permits, insurance policies and registrations from one dashboard.

Compliance dashboardSample data

Expired

1

30 days

3

90 days

18

Current

196

Search recordsAll categoriesType: FleetStatus: Expiring soonSort: Expiration

Class A Contractor License — VA

Contractor Licenses · Company

11d left

General Liability — Policy GL-4471

Insurance Policy (Self) · Company

24d left

Flagger Certification — R. Alvarez

Employee Certifications · Employee

29d left

DOT Medical Card — T. Boyd

Medical Cards · Employee

4d overdue

Reg. — Tandem Dump #F-118

Vehicle Registrations · Fleet

62d left

Why Compliance Vault Was Built

Compliance Vault was built by a self-performing contractor who wanted peace of mind and real risk reduction for his business — instead of constantly learning too late that a license, insurance policy or certification was about to expire or was already expired. When you run your own crews, equipment and trucks, tracking licenses, insurance policies, certifications, permits, registrations, prequalifications and renewal deadlines across spreadsheets, email folders and shared drives is not just inefficient — it is a liability. Compliance Vault centralizes those records, makes deadlines visible and helps teams stay ahead of lapses before they turn into lost work, downtime or liability.

Upload your information in minutes, not days

Getting started is simple. Add records the way that works best for your team — from a photo in the field, a spreadsheet in the office, or a quick manual entry. AI reads the details for you, so most records are organized before you finish your coffee.

Snap a photo

Take a picture of a license, insurance card or certification with your phone and AI extracts the key details.

Bulk Data Import

Import compliance records from Excel files, CSV files, or pasted spreadsheet data. Use it when compliance information already exists in rows and columns.

Upload a PDF

Drop in a policy declaration, certificate of insurance or permit and let AI pull out dates, numbers and names.

Type it in

Enter a record manually when you do not have the document yet. You can always attach the file later.

How It Works

Upload Document

Store licenses, permits, certifications, insurance documents and registrations.

Track Expiration

Monitor renewal dates and compliance deadlines from one dashboard.

Receive Reminder

Notify responsible team members before important dates lapse.

Stay Compliant

Keep company, employee, fleet, project and vendor records current.

Built For The Contractors Who Do The Work In The Field

Whether you run your own crews, trucks and equipment or self-perform trades directly on site, Compliance Vault centralizes the records and deadlines your team cannot afford to miss.

Self-Performing Contractors
Site Contractors
Utility Contractors
Electrical Contractors
Mechanical Contractors
Plumbing Contractors
HVAC Contractors
Roofing Contractors
Concrete Contractors
Paving Contractors
Landscaping Contractors
Specialty Contractors
General Contractors

Who Uses Compliance Vault?

Owner

Maintain visibility into company-wide compliance.

Operations Manager

Track records across company, employee, fleet, project and vendor categories.

Safety Manager

Monitor employee certifications, training records, medical cards and safety-related documents.

Foreman / Field Supervisor

Keep crew certifications, operator cards and equipment records current from the job site.

Controller

Track insurance policies, business licenses, contractor licenses and corporate compliance records.

Fleet Manager

Monitor vehicle registrations, equipment certifications and fleet-related deadlines.

Compliance Coordinator

Centralize records, reminders, notes and document history.

Three Ways To Create Compliance Records

Manual Entry

Quickly create compliance records one at a time.

Bulk Data Import

Import compliance records from Excel files, CSV files, or pasted spreadsheet data.

Use when compliance information already exists in rows and columns.

AI Document Upload

Upload a PDF, image, or photo and allow Compliance Vault to extract information for review.

Built Around The Compliance Records Contractors Actually Track

Track company, employee, fleet, project and vendor compliance records without relying on disconnected spreadsheets, email folders or shared drives.

Contractor Licenses
Business Licenses
Company Prequalifications
Company Certifications
Insurance Policies
Employee Certifications
Operator Certifications
Vehicle Registrations
Driver Licenses
Utility Tickets
Permits
Medical Cards
CompanyFleetEmployeeProjectVendor

Expiration radar

See what's expired, what's due in 30 days and what's due in 90 days the moment you log in.

Every record on file

Upload the PDF or a photo from the field, tag the responsible team member and the dates.

Audit-ready library

Search by name, filter by category and type, and sort by expiration when the prequal packet is due.

Built for the office and the field

Upload compliance records from your desktop, tablet, or mobile device.

  • Upload PDFs
  • Take photos from your phone
  • Store compliance documents
  • Track expiration dates
  • Receive renewal reminders
New compliance item
Take photo of document

Item

Flagger Certification

Category

Employee Certifications

Applies To

Employee

Expires

09 / 12 / 2026

Save item

Every category, one library

Business LicensesCompany CertificationsAgency PrequalificationsClient PrequalificationsContractor LicensesDrivers LicensesEmployee CertificationsEquipment CertificationsInsurance Policy (Self)Insurance Policy (Subcontractor)PermitsSoftware & Technology SubscriptionsUtility TicketsVehicle RegistrationsOther
Red — expired
Yellow — expiring soon
Green — current

Ready To Stop Tracking Crew Compliance In Spreadsheets?

Track licenses, certifications, permits, policies, registrations and other compliance records for self-performing contractors in one centralized platform.