CertKeep COI Tracker · order form

CertKeep subscription

Billed on tracked subcontractors, not seats — invite the whole trade base without a per-user penalty. No free tier.

Enter the product →CertKeep overview

Contract tier

Crew

$49 /mo

or $500 annual prepaid

  • · Expiry board + reminder cadence
  • · Broker upload links
  • · 2 audit packs included

Site

Most taken

$89 /mo

or $908 annual prepaid

  • · Everything in Crew
  • · Multi-site gate board
  • · Additional-insured verification rules

Portfolio

$129 /mo

or $1,316 annual prepaid

  • · Everything in Site
  • · Portfolio rollup across GC entities
  • · Unlimited compliance owners

Included allowances and metered rates

MeterIncludedBeyond allowance
Active subcontractors200 subs$0.90 / sub
Reminder messages2,500 messages$0.02 / message
Certificates on file0 certificates—
Audit packs20 packs$8 / pack

20 seats included on Portfolio.

First-period projection

Modelled from the operating baseline this workspace ships with — the same calculus the desk shows live.

  • Portfolio retainer$129/mo · up to 200 tracked subs$129

Projected period total$129

Account and billing

Contract
Portfolio · rolling monthly or annual prepaid at −15%
Invoicing
Base retainer in advance; metered usage and variable fees in arrears
Payment methods
Card and direct debit via Stripe; BACS on annual contracts
Cancellation
30 days written notice; data export available on request at any time
Data residency
eu-west by default; workspace records exportable as CSV from every desk

What is live on day one

  • LiveCertificate vaultDocuments, limits and expiry dates are stored and versioned in the workspace.
  • LiveExpiry engineReminder cadence and lapse blocking run on workspace state.
  • At go-liveOCR extractionAutomatic limit/expiry parsing from broker PDFs — upload and confirm manually today.
  • At go-liveSMS + email deliveryReminder bodies are generated now; carrier delivery connects at go-live.