Send the Link
Submits on Mobile
Auto-Logs Status
Generate a unique, secure link for each subcontractor. Send it via text or email from your phone in seconds.
Your subcontractor opens the link on their phone, uploads documents, and signs. No account or app download needed.
Documents are automatically logged in your dashboard. Track what's collected, missing, or expiring at a glance.
W-9s, COIs, and Licenses
OneStepSub handles the documents critical for compliance and project readiness. We track Form W-9 for tax purposes, Certificates of Insurance (COI) for liability, and trade licenses for qualification.
Streamline Your Back Office
Gain clarity and control over subcontractor paperwork. OneStepSub provides the tools to keep your projects moving without administrative delays.
Zero Sub Logins
Expiration Tracking
Clean Document Log
Subcontractors complete everything through a simple mobile link, removing friction and speeding up collection.
Receive automated alerts for expiring documents, proactively preventing compliance gaps and project stoppages.
A centralized dashboard provides a clear, organized view of all subcontractor records and their current status.
My subs find it so easy to use. I just send the link, and they handle the rest. It's saved me hours every week.
Mark T., General Contractor