Streamline Subcontractor Compliance: Automate COI Collection with HoundDog

You need COIs and other documents from your subs, but it’s a real hassle to manually collect the paperwork you need. Learn how to reduce risk and save time by automating COI collection and verification with the JobTread + HoundDog integration.

Join JobTread Founder and CEO, Eric Fortenberry along with Rusty Brett, Founder of HoundDog to learn ways you can make subcontractor compliance a breeze.

Attendees will learn:
1. Why COI tracking is so important
2. How to save money on insurance and avoid audit surprises
3. COI tracking strategies
4. How JobTread + HoundDog can help

00:00 Welcome and Introduction
00:22 Join the JobTread Pros Community
01:00 JobTread Beginner Bootcamps
01:55 JobTread Connect Event
02:13 Builder Stories Podcast
02:50 Introducing Rusty Brett and HoundDog
04:55 The Importance of COI Tracking
05:45 How HoundDog Automates COI Collection
06:12 Rusty's Background and HoundDog's Mission
06:43 HoundDog's Product Suite
08:41 Why COI Tracking is Crucial
10:27 Reducing Risk and Avoiding Audit Surprises
18:33 Manual vs. Automated COI Tracking
23:40 Setting Up HoundDog Integration
27:34 Setting Up the Integration
27:42 Copying and Pasting the Grant Key
28:31 Advanced Settings and Vendor Management
29:19 Tracking Insurance Compliance
30:47 Handling New Vendors
31:41 Email Notifications and COI Requests
33:20 Key Benefits of Integration
34:28 Insurance Audit Tool
35:06 Scalability and Internal Resources
35:52 Customer Testimonial: Sam's Experience
45:47 Pricing and Subscription Details
53:27 Final Thoughts and Recommendations

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Get organized, complete your projects on time, and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes, from sales and estimating through to project completion. See a full list of JobTread features below:

Sales & Estimating
-Construction CRM
-Templates & Cost Catalog
-Bid Requests
-Estimates
-Customer Selections
-Contracts & eSignatures

Project Management
-Purchase Orders
-Daily Logs
-Tasks & Scheduling
-Files, Photos, & Videos
-Customer & Vendor Portals
-Custom Views & Reporting

Finances & Cash Flow
-Change Orders
-Customer Invoices
-Collect Online Payments
-Sub & Vendor Bills
-Job Costing
-Quickbooks Integration

"JobTread has been a Godsend for me. It saves me so much time and cuts down on my estimating time exponentially. Previously, it took me 5-6 hours to do a 9-page estimate... now it only takes me 1 hour to make the same kind of estimate." -Rod Battle, Battle Home Renovations

Ready to Take the Next Step Toward Success?

Who Uses JobTread?
From homebuilders to specialty contractors, JobTread helps small to mid-size construction companies throughout the US and internationally. Home builders, remodelers, general contractors, specialty contractors, electricians, excavators, flooring installers, landscapers, plumbers, painters, masons, HVAC installers, pool & spa, concrete, decking, patio, and drywall contractors.

Keep Up With JobTread:

construction, contractor, estimating, budgeting, scheduling, customers, CRM, bid requests, contracts, signatures, purchase orders, daily logs, customer portals, QuickBooks integration, change orders, job costing