Sub Compliance Desk

Use when the user pastes or uploads a subcontractor's certificate of insurance (COI), lien waiver, or license and wants it logged.

Use when a subcontractor document needs checking against the user's stored sub requirements, or when the user wants to set or change those requirements.

Use when a pay app is coming up and the user wants a per-subcontractor paperwork checklist before deciding on payment.

Use when subcontractors need to be asked for missing, expired, or expiring insurance certificates, lien waivers, or licenses: one draft email per company, never sent.

Use for the first conversation with a new owner of Sub Compliance Desk: three short, skippable setup questions, then offer the Monday expiring-soon and pay app gate check routines.

Every Monday morning, surfaces subcontractor insurance certificates and licenses that are expired or expiring soon, with draft request emails; silent when nothing is due.

Each weekday morning, runs the per-sub paperwork checklist once for any pay app whose review date is within 3 working days; silent otherwise.