Free audit deliverable · Example
Example — Free 10-document vendor audit
This is a sample of what you receive after sending up to 10 COIs, licenses, and/or W-9s. Real audits use your documents.
Summary
10 documents reviewed across 8 vendors.
5
Current
2
Expiring ≤30d
1
Expired
2
Missing fields
Document status
| Vendor | Doc | Expiration | Status | Notes |
|---|---|---|---|---|
| ABC Plumbing | COI | Oct 12, 2026 | Expiring | 23 days; GL limits present |
| ABC Plumbing | W-9 | — | On file | TIN present; dated 2025 |
| Smith HVAC | COI | Sep 2, 2026 | Expired | Needs updated cert before next job |
| Smith HVAC | License | Apr 30, 2027 | Current | State HVAC license # on scan |
| GreenScape LLC | COI | Jan 8, 2027 | Current | Additional insured endorsement noted |
| GreenScape LLC | W-9 | — | Missing | Not in packet; request from vendor |
| Metro Electric | COI | Mar 21, 2027 | Current | Carrier + policy # readable |
| Metro Electric | License | Nov 4, 2026 | Expiring | 46 days; renewal chase recommended |
| ClearView Windows | COI | Jun 15, 2027 | Current | OK |
| Northside Painting | COI | Unclear | Needs review | Phone photo; expiration not readable |
Notes on missing / expired
Smith HVAC — COI expired Sep 2. Highest priority. Sample chase email can go out immediately; suggest pausing new work until a current cert is on file.
GreenScape LLC — W-9 missing. Insurance looks fine; request W-9 for vendor master file / 1099 readiness.
Northside Painting — unreadable expiration. Ask for a clean PDF reissue; we flagged rather than guessing the date.
ABC Plumbing & Metro Electric — expiring within the window. Fit the standard 30 / 14 / 7 reminder sequence if you subscribe.
Early customers: white-glove setup means we turn this snapshot into your ongoing board and turn on chase for the exceptions you choose.
Weekly digest · Example
Weekly Duefora Vendor Risk Digest
At a glance
- 3 expired (including Smith HVAC COI)
- 10 expiring within 30 days
- 2 missing required docs (W-9 / unreadable COI)
- 72 current of 87 vendors on the board
Chased this week
- Reminder #2 → Smith HVAC (COI) — Oct 1 send queued from prior cycle; still no reply → flagged for you
- Reminder #1 → ABC Plumbing (COI) — 30-day notice sent Sep 17
- W-9 request → GreenScape LLC — Sep 28
- License chase day 1 → Metro Electric — Sep 20
Needs your decision
- Smith HVAC — no response after 2 reminders; approve pause on new POs?
- Northside Painting — re-request clean COI PDF, or accept as-is with manual date entry?
Digest content is illustrative. Your weekly email will reflect your real vendor list and chase log.