Insurance & Certificates
Maintain insurance and certificate documentation to verify coverage and compliance across projects.
- Guide to Tracking Insurance & Certificate Expirations
- Overview: Insurance Policies
- Overview: Licenses
- Overview: Bonds
- Overview: Certifications
- Add New Insurance & Certificates
- Edit Insurance & Certificates
- Duplicate Insurance & Certificates
- Create Reminders for Insurance & Certificates
- Manage Insurance & Certificate Reminders
- Export Insurance & Certificates
- Archive Insurance & Certificates
- Bulk Edit/Archive Insurance & Certificates
- Delete Insurance & Certificates
- Manage Column Order & Visibility for Insurance & Certificates
FAQ: Insurance & Certificates
- What is Insurance & Certificates in ConstructionOnline?
- What types of credentials can be tracking in Insurance & Certificates?
- Can I associate a credential record with a specific project?
- Can I track internal company credentials?
- What is the Expiration Breakdown table?
- How do the color-coded expiration categories work?
- Can I upload physical certificates or bond documents?
- Can I set reminders for expiring credentials?
- Can I duplicate a credential record?
- What should I do with a credential that is no longer active?
- Can I export Insurance & Certificate records?