Company or sub
Name, contact, trade, service category, and packet owner.
Static template
Track document dates without building a live document system.
Use this downloadable-style table as a local planning template for COIs, licenses, registrations, safety docs, vendor packets, and other admin reminders.
Template columns
Copy these headings into your chosen business system.
Document type
COI, license, registration, W-9 status note, safety credential, vendor packet item, or local-office request.
Expiration date
Expiration date if known, renewal window, and where the date came from.
Review date
Review date to ask questions before the item expires or before a job/customer packet is due.
Status
Not requested, requested, received in business system, expired, waiting on agent/accountant/attorney/local office, or not applicable.
Question owner
The person responsible for asking the next question. Do not place sensitive documents or numbers in this guide.
Sample row format
Keep the row non-sensitive.
The row should tell the owner what to review next, not expose private documents or payment data.
Example: ABC Drywall | COI | 2026-09-30 | Review 2026-08-15 | Waiting on insurance agent question | Owner: Tool & Tally | Note: confirm customer certificate-holder wording.
This example does not verify compliance or coverage. Confirm requirements with the right professional or authority.