Keep your insurance certificate on file
Upload your certificate of insurance once, and every bid offers it as a download. We remind you before it runs out.
SettingsBusiness profileYour insurance certificate
Open Business profile
Offices, property managers and builders often ask for your certificate of insurance before they sign. Keep it on file once, and every bid you send can offer it.
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1
Open your Business profile
In the menu, tap Settings, then Business profile.
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2
Upload your certificate
Scroll to Your insurance certificate and pick your certificate, a PDF or a photo.
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3
Add the date it runs out
Type the date from the certificate in It runs out on, then tap Keep it on file.
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4
Offer it on a bid
On each bid, Include my insurance certificate starts ticked. Your client taps Download our certificate of insurance right on the bid.
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5
Upload your renewal
Got your new one? Upload it here with its new date and tap Save. Every bid offers the new one, even bids you already sent.