Companies & Contacts: Tax & Insurance Status at a Glance

We've revamped the Companies & Contacts manager with a new Tax & Insurance column that puts your contractor compliance status front and center.  No more clicking into individual records to check if a W-9 is on file or a certificate has expired.

House flippers work with a lot of contractors, and staying on top of insurance compliance is one of those administrative tasks that's easy to ignore until it becomes a costly problem. This update is designed to eliminate that blind spot entirely.

What's new:

The updated Companies list now displays a dedicated Tax & Insurance column for every company in your workspace. At a glance you can see whether a Tax ID (W-9) is on file, and the exact expiration dates for both Workers Comp and General Liability coverage, all without opening a single record.

Insurance dates are color-coded automatically:

• 🟢 Green — coverage is current and valid
• 🟡 Yellow — certificate expires within the next 90 days
• 🔴 Red — insurance has expired; action required
• ⚪ Gray — no insurance information on file

This means you can scan your entire contractor list in seconds before pulling someone onto a job, and catch expiring policies before they become a liability exposure.