Insurance Certificates and Vendor Paperwork for Commercial Clients
Managers Need Paperwork
Certificates of insurance, W-9s, vendor agreements.
Track Expirations
Use custom fields on the client for certificate dates.
Renew Early
Send new certificates before old ones expire.
Keep Copies
Organized by client.
A Professional Signal
Paperwork on time tells a manager you're reliable.
Ask What They Need
Requirements vary by company.
Keep Reading
Next in this series: Tags, Custom Fields and Reports for Commercial Accounts. Before that came Pricing Commercial Handyman Work. For the full picture, go back to the commercial handyman software overview.
Win and Keep Property Manager Accounts
Many addresses per client, photos for owners and one monthly statement by address. Try HandymanBossPro free for 14 days.
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