- Do vendors need an account?
- No. You add a vendor with at least one email. No login required. If you email them an upload link, it works for 30 days. Email contacts again sends a new link.
- Do I have to email the vendor?
- No. Add them with the box unchecked and drop in files you already have. Check “Email them an upload link” (or Email contacts again later) when you want them to upload.
- What emails does CanWork send?
- Adding a vendor does not send mail unless you check “Email them an upload link” or use Email contacts again. Those send the vendor an upload request with a 30-day link. Saving a name or emails does not send mail. After they have been invited: a failed upload sends a deficiency email on the same link so they can fix it; while they stay red or pending we nudge every 3 days with a new 30-day link. The first time they pass (green or yellow) they get a pass email with no upload link, and that link ends. When a COI is about to expire they get one email at 30 days, one at 14, and one at 7, each with a new 30-day link — only if they have been invited. You get a Monday morning summary of who is cleared and who is not, including vendors you added without emailing. Upload links also expire 30 days after the last invite or reminder.
- Do you call the insurance company?
- No. We compare fields we extract from your vendors’ uploaded files to rules you set. We do not verify coverage with carriers.
- Is this insurance advice?
- No. CanWork does not issue certificates, sell insurance, or guarantee coverage. You own the rules.
- What files do you read?
- ACORD 25 certificates of insurance, IRS W-9s, and contractor license PDFs or images. Uploaded files by vendors are saved until replaced or until you delete.
- Where do W-9s go?
- In a private file store. Only a signed-in person on your CanWork account can open them. We do not put files or taxpayer IDs in emails or in the status export. The public COI reader never keeps a vendor file.
- California licenses?
- If a CA license number is present we look it up on the public CSLB site. If the board is down, we still score the file from what was uploaded.
- Is there a money-back guarantee?
- Yes. Your first paid charge is refundable for 14 days. Email support@canwork.app from your account inbox. Later charges are not refunded. Cancel anytime in the portal.