Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CertChase serves as a user-friendly online platform tailored for general contractors and remodelers, facilitating the management of subcontractor certificates of insurance (COIs) and trade licenses. Users can easily import subcontractor information via spreadsheet copy-pasting or CSV uploads, establish deadlines for document submission, and send unique upload links to subcontractors, all without requiring them to create an account. The application intelligently extracts essential data from uploaded PDF documents, flags any missing, expired, or insufficient coverage papers, and delivers automatic email reminders until all compliance requirements are met. Additionally, a comprehensive status board provides an overview of subcontractors who are compliant, those nearing expiration, or those that require further attention. With a shareable view and a weekly digest, project and operations teams can efficiently keep track of all necessary paperwork. This service is specifically designed for teams that prefer to manage vendor compliance internally, instead of delegating the review process to an external entity, ensuring streamlined oversight and organization.
Description
DocWizz is an all-inclusive document processing solution tailored for operational teams managing routine paperwork across various sectors, including finance, distribution, manufacturing, freight, healthcare, and insurance. It efficiently gathers documents such as PDFs, scans, and emails from different sources like inboxes, portals, or SFTP, extracts relevant fields and line items, validates them against established business rules and records, and subsequently transmits the organized data to customer systems like ERP, accounting software, and bespoke applications. The team at DocWizz is responsible for configuring and managing each processing pipeline, making necessary adjustments when document layouts are modified, and ensuring seamless connections are maintained. Client teams are involved in reviewing any fields with low confidence and resolving discrepancies prior to final data submission. The service encompasses a range of workflows, including the entry of purchase orders, processing supplier invoices and acknowledgments, managing receiving documentation, remittance matching, and handling claims paperwork. Unlike traditional software that clients need to install and manage, DocWizz is offered as a fully managed service, allowing businesses to focus on their core operations without the burden of document processing logistics. This comprehensive approach not only enhances efficiency but also ensures that data accuracy is prioritized throughout the entire workflow.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
NetSuite
No
Pricing Details
Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Trial
No
Free Version
Yes
Pricing Details
$10
Pricing varies with document volume; a quote is provided after a free document audit.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CertChase (gocertchase.com)
Country
United States
Website
gocertchase.com
Vendor Details
Company Name
DocWizz
Founded
2025
Country
United States
Website
docwizz.ai/