Frequently Asked Questions

Answers to the questions general contractors ask most.

Everything you need to know about document types, renewal alerts, pricing, and data security — before you sign up.

Which document types does SuretySync support?

SuretySync tracks bid bonds, general liability certificates of insurance (COIs), workers comp certificates, umbrella policies, and business/contractor licenses — every document type a GC commonly requires from their subs. You can upload PDF, image, or Word files for any of these. Sign up free to start tracking yours.

How do renewal reminder alerts work?

When you set an expiration date on a document, SuretySync automatically queues email alerts at 30, 7, and 0 days before it expires — no manual follow-up needed. You can customize which lead times trigger alerts from your notification preferences page.

What happens when a certificate expires?

The document is immediately flagged "Expired" on your dashboard and shown in red so it stands out from active and expiring-soon items. You'll also receive a same-day alert email so you can act on renewals before a GC flags you off a job.

Can my subcontractors self-upload their certificates?

Yes — each subcontractor gets their own SuretySync account and uploads their certificates directly from their dashboard. You see the full compliance picture from your account without chasing PDFs over email. Start your free trial to invite your first sub.

How does the compliance snapshot share link work?

From your dashboard you can generate a read-only, token-gated snapshot link that lets a GC see the current status of all your documents without logging in. The link shows document names, types, expiration dates, and statuses — but never exposes the actual uploaded files.

What does SuretySync cost, and is there a free trial?

SuretySync is $49/month per contractor account. Every new account starts with a 14-day free trial — your card is collected at signup but not charged until the trial ends. Cancel anytime with no penalty. See the full plan details on the pricing page.

How is my data stored and who can access it?

Documents are stored with encrypted file storage and are accessible only to your account — no sharing with competitors or third parties. SuretySync does not sell subscriber data. Payment processing is handled by Stripe, which is PCI-compliant.