Automated Buildertrend Subcontractor Compliance Tracker
Every Monday, WebRun opens Buildertrend, scans the subcontractor list for license and insurance certificates expiring within the next 60 days, logs each expiry to a Google Sheet tracker, and posts an alert list to Slack so your team can chase renewals before a trade becomes non-compliant.
How do I automatically track subcontractor license and insurance expiry dates?
Every Monday, WebRun scans Buildertrend for subcontractor license and insurance expiry dates, logs them in a colour-coded Google Sheets tracker, and posts an alert list to Slack naming every trade with a document expiring within 60 days. Your team then chases renewals before any subcontractor works on site out of compliance.
- Expiring licenses and insurance certs are flagged 60 days ahead, not after the fact
- No subcontractor works on site with lapsed coverage undetected
- Compliance tracker sheet is always current with one click to review
Built for home builders · general contractors · construction compliance officers · residential project managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.buildertrend.netin a real browser with your saved login - no setup, no API keys. -
1
Buildertrend - scan subcontractor compliance records
buildertrend.com
WebRun opens Buildertrend to scan subcontractor compliance records. - Open Buildertrend and go to the Subcontractors section
- For each active subcontractor, read the license expiry date, general liability insurance expiry, and workers compensation certificate expiry
- Flag any document expiring within 60 days
Done when All upcoming subcontractor expiry dates are captured and flagged.
-
2
Google Sheets - log expiry dates and flag urgent ones
google.com
WebRun opens Google Sheets to log expiry dates and flag urgent ones. - Update the compliance tracker sheet with the latest expiry dates for each subcontractor
- Colour-code rows by urgency: red for expiring within 14 days, yellow for 15 to 60 days
- Record the date of the last check and the document type in the log
Done when The compliance tracker sheet is current with all subcontractor document expiries.
-
3
Slack - post renewal alert list
slack.com
WebRun opens Slack to post renewal alert list. - Post an alert list to the operations channel naming each subcontractor with an expiring document, the document type, and the days until expiry
- Lead with the most urgent (expiring soonest) at the top
Done when The team has this week's renewal alert list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it contact subcontractors to request renewals?
No. WebRun posts the expiry alert internally to Slack and logs it in Google Sheets. Your team decides how and when to reach out to each subcontractor.
What document types does it track?
It checks general liability insurance, workers compensation certificates, and contractor license expiry dates as recorded in the Buildertrend subcontractor profile.
What happens if an expiry date is missing from the Buildertrend record?
Missing dates are flagged in the Slack post and the tracker sheet so your team knows which subcontractor records need updating.
Related templates
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