Free library
Tracker Pack: Certs, COIs, Retainage
Licenses, safety cards, COIs and retainage in one sheet, with the formulas already built.
SystemsGoogle Sheet
What's inside
- Certs & COIs tab: licenses, safety cards and certificates of insurance in one place.
- Retainage tab: what's being held and what's still owed to you.
- How to use tab: the setup steps, inside the file.
Get your copy
- Click the button below. You'll need to be signed in to a Google account.
- Choose Make a copy. It's yours now, and nobody else can see it.
- Delete the sample rows. They start with the word Sample.
Doing this by hand every week?
Get one office fix a week by email, including the automated versions once they're tested.
The weekly email isn't open yet. New templates go up on Instagram first.