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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

No images available

Integrations

NetSuite No 

Integrations

NetSuite Yes 

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/

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