Reports
COMPLIANCE / REPORTS
Reports.
Cross-cutting operational lenses. Use the executive snapshot for the bird's-eye, then drill into the four working lists below.
EXECUTIVE / SNAPSHOT
Executive snapshot.
The numbers that matter, in one row.
TOTAL ORDER VALUE
$1.2M
4 active orders
$ BLOCKED FROM INVOICING
$450K
payment gate holds
EXPIRED CERTS
33
of 67 on file
SUBS WITH EXPIRED
9
of 13 total subs
CRITICAL · <30 DAYS
10
renewal triage
UPLOADS · LAST 30D
4
document collection
DOCS OVERDUE · >7D
1
needs follow-up
AWAITING OCR
3
pending extraction
RENEWALS / 60-DAY ROSTER
Renewals due in the next 60 days.
Every certificate expiring within 60 days, plus those already expired. Operations works this list daily — top entries are the most urgent.
| URGENCY | SUBCONTRACTOR | GC | CERT TYPE | POLICY # | CARRIER | EXPIRES | DAYS | CONTACT |
|---|---|---|---|---|---|---|---|---|
| expired | Ironclad HVAC Services | Hensel Phelps | Workers Comp | WC-2026-00982 | Zurich Insurance | May 5, 2026 | -62 | contracts@ironclad-hvac.com |
| expired | Ironclad HVAC Services | Webcor Builders | Workers Comp | WC-2026-00982 | Zurich Insurance | May 5, 2026 | -62 | contracts@ironclad-hvac.com |
| expired | Ironclad HVAC Services | Turner Construction | Workers Comp | WC-2026-00982 | Zurich Insurance | May 5, 2026 | -62 | contracts@ironclad-hvac.com |
| expired | Premier Plumbing & HVAC | Direct | General Liability | GL-PP-2024-001 | Berkshire | May 12, 2026 | -55 | hello@blackflowcodeai.com |
| expired | Ironworks Steel Fabrication | Direct | General Liability | GL-IS-2025-001 | CNA | May 14, 2026 | -53 | sarah@ironworks.com |
| expired | Apex Plumbing Inc | DPR Construction | Workers Comp | WC-AP-2025-001 | Liberty Mutual | May 18, 2026 | -49 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | Balfour Beatty | Workers Comp | WC-AP-2025-001 | Liberty Mutual | May 18, 2026 | -49 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | Turner Construction | Workers Comp | WC-AP-2025-001 | Liberty Mutual | May 18, 2026 | -49 | admin@apexplumbing.com |
| expired | Elite Roofing Contractors | Direct | General Liability | GL-ER-2024-001 | Liberty Mutual | May 19, 2026 | -48 | robert@elite.com |
| expired | Apex Plumbing Inc | Turner Construction | General Liability | GL-AP-2025-001 | Chubb | May 20, 2026 | -47 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | Balfour Beatty | General Liability | GL-AP-2025-001 | Chubb | May 20, 2026 | -47 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | DPR Construction | General Liability | GL-AP-2025-001 | Chubb | May 20, 2026 | -47 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | DPR Construction | General Liability | GL-2025-11290 | Nationwide | May 20, 2026 | -47 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | Balfour Beatty | General Liability | GL-2025-11290 | Nationwide | May 20, 2026 | -47 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | Turner Construction | General Liability | GL-2025-11290 | Nationwide | May 20, 2026 | -47 | admin@apexplumbing.com |
| expired | Skyline Electrical Services | Direct | Auto Liability | AL-SE-2025-014 | — | May 20, 2026 | -47 | hello@blackflowcodeai.com |
| expired | Sterling Landscaping | Direct | General Liability | GL-SL-2025-001 | Travelers | May 22, 2026 | -45 | amanda@sterling.com |
| expired | Alpha Electric LLC | McCarthy Building | General Liability | GL-AE-2024-001 | Hartford Insurance | Jun 1, 2026 | -35 | ops@alphaelectric.com |
| expired | Alpha Electric LLC | DPR Construction | General Liability | GL-AE-2024-001 | Hartford Insurance | Jun 1, 2026 | -35 | ops@alphaelectric.com |
| expired | Alpha Electric LLC | Turner Construction | General Liability | GL-AE-2024-001 | Hartford Insurance | Jun 1, 2026 | -35 | ops@alphaelectric.com |
| expired | Alpha Electric LLC | Balfour Beatty | General Liability | GL-AE-2024-001 | Hartford Insurance | Jun 1, 2026 | -35 | ops@alphaelectric.com |
| expired | Elite Roofing Contractors | Direct | Workers Comp | WC-ER-2025-001 | Nationwide | Jun 10, 2026 | -26 | robert@elite.com |
| expired | Alpha Electric LLC | Turner Construction | General Liability | GL-2024-00441 | Travelers Insurance | Jun 15, 2026 | -21 | ops@alphaelectric.com |
| expired | Alpha Electric LLC | McCarthy Building | General Liability | GL-2024-00441 | Travelers Insurance | Jun 15, 2026 | -21 | ops@alphaelectric.com |
| expired | Alpha Electric LLC | DPR Construction | General Liability | GL-2024-00441 | Travelers Insurance | Jun 15, 2026 | -21 | ops@alphaelectric.com |
| expired | Alpha Electric LLC | Balfour Beatty | General Liability | GL-2024-00441 | Travelers Insurance | Jun 15, 2026 | -21 | ops@alphaelectric.com |
| expired | Ironclad HVAC Services | Webcor Builders | Workers Comp | WC-IH-2025-001 | State Farm | Jun 25, 2026 | -11 | contracts@ironclad-hvac.com |
| expired | Ironclad HVAC Services | Hensel Phelps | Workers Comp | WC-IH-2025-001 | State Farm | Jun 25, 2026 | -11 | contracts@ironclad-hvac.com |
| expired | Ironclad HVAC Services | Turner Construction | Workers Comp | WC-IH-2025-001 | State Farm | Jun 25, 2026 | -11 | contracts@ironclad-hvac.com |
| expired | Apex Plumbing Inc | Turner Construction | Auto Liability | AL-2025-33071 | Progressive Commercial | Jun 30, 2026 | -6 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | DPR Construction | Auto Liability | AL-2025-33071 | Progressive Commercial | Jun 30, 2026 | -6 | admin@apexplumbing.com |
| expired | Apex Plumbing Inc | Balfour Beatty | Auto Liability | AL-2025-33071 | Progressive Commercial | Jun 30, 2026 | -6 | admin@apexplumbing.com |
| expired | Apex Concrete Solutions | Direct | General Liability | GL-AC-2025-001 | Zurich | Jul 1, 2026 | -5 | jen@apex.com |
| critical | Ironclad HVAC Services | Turner Construction | General Liability | GL-2025-77403 | Liberty Mutual | Jul 10, 2026 | 4 | contracts@ironclad-hvac.com |
| critical | Ironclad HVAC Services | Hensel Phelps | General Liability | GL-2025-77403 | Liberty Mutual | Jul 10, 2026 | 4 | contracts@ironclad-hvac.com |
| critical | Ironclad HVAC Services | Webcor Builders | General Liability | GL-2025-77403 | Liberty Mutual | Jul 10, 2026 | 4 | contracts@ironclad-hvac.com |
| critical | Ironclad HVAC Services | Turner Construction | General Liability | GL-IH-2025-001 | Zurich | Jul 10, 2026 | 4 | contracts@ironclad-hvac.com |
| critical | Ironclad HVAC Services | Hensel Phelps | General Liability | GL-IH-2025-001 | Zurich | Jul 10, 2026 | 4 | contracts@ironclad-hvac.com |
| critical | Ironclad HVAC Services | Webcor Builders | General Liability | GL-IH-2025-001 | Zurich | Jul 10, 2026 | 4 | contracts@ironclad-hvac.com |
| critical | Alpha Electric LLC | DPR Construction | Workers Comp | WC-2025-08832 | Hartford Financial | Aug 1, 2026 | 26 | ops@alphaelectric.com |
| critical | Alpha Electric LLC | Balfour Beatty | Workers Comp | WC-2025-08832 | Hartford Financial | Aug 1, 2026 | 26 | ops@alphaelectric.com |
| critical | Alpha Electric LLC | Turner Construction | Workers Comp | WC-2025-08832 | Hartford Financial | Aug 1, 2026 | 26 | ops@alphaelectric.com |
| critical | Alpha Electric LLC | McCarthy Building | Workers Comp | WC-2025-08832 | Hartford Financial | Aug 1, 2026 | 26 | ops@alphaelectric.com |
| warning | Ironworks Steel Fabrication | Direct | Workers Comp | WC-IS-2025-001 | Travelers | Aug 30, 2026 | 55 | sarah@ironworks.com |
| warning | Alpha Electric LLC | McCarthy Building | Workers Comp | WC-AE-2024-001 | Travelers | Sep 1, 2026 | 57 | ops@alphaelectric.com |
| warning | Alpha Electric LLC | Turner Construction | Workers Comp | WC-AE-2024-001 | Travelers | Sep 1, 2026 | 57 | ops@alphaelectric.com |
| warning | Alpha Electric LLC | DPR Construction | Workers Comp | WC-AE-2024-001 | Travelers | Sep 1, 2026 | 57 | ops@alphaelectric.com |
| warning | Alpha Electric LLC | Balfour Beatty | Workers Comp | WC-AE-2024-001 | Travelers | Sep 1, 2026 | 57 | ops@alphaelectric.com |
PAYMENT / BLOCKED
Invoices blocked from payment.
Site orders the system cannot release for invoicing until the subcontractor renews their certificate. Sorted by dollar value descending — biggest exposure first.
| ORDER # | PROJECT | GC | SUB | TRADE | ORDER $ | EXPIRED | BLOCK REASON | NEXT CERT EXP | DECIDED |
|---|---|---|---|---|---|---|---|---|---|
| SO-TEST-001 | Midtown Office Tower | Turner Construction | Alpha Electric LLC | Electrical | $450,000 | 2 | blocked_by_2_active_alert(s)_at_levels_{3} | Aug 1, 2026 | May 5, 2026 |
DELIVERABILITY / SCORECARD
Sub deliverability scorecard.
How each subcontractor responds to document requests. Low upload rate + high overdue count = a sub who needs more aggressive follow-up. Sorted worst-first.
| SUBCONTRACTOR | TRADE | GC | REQUESTS | UPLOADS | OVERDUE | UPLOAD RATE | AVG RESP (HRS) | LAST UPLOAD |
|---|---|---|---|---|---|---|---|---|
| Alpha Electric LLC | Electrical | Turner Construction | 1 | 0 | 0 | 0.0% | — | Jan 1, 1970 |
| Alpha Electric LLC | Electrical | Balfour Beatty | 1 | 0 | 0 | 0.0% | — | Jan 1, 1970 |
| Alpha Electric LLC | Electrical | DPR Construction | 1 | 0 | 0 | 0.0% | — | Jan 1, 1970 |
| Alpha Electric LLC | Electrical | McCarthy Building | 1 | 0 | 0 | 0.0% | — | Jan 1, 1970 |
| Apex Concrete Solutions | Concrete | Direct | 1 | 0 | 0 | 0.0% | — | Jan 1, 1970 |
| Apex Plumbing Inc | Plumbing | Turner Construction | 1 | 0 | 0 | 0.0% | — | Jan 1, 1970 |
| Apex Plumbing Inc | Plumbing | Balfour Beatty | 1 | 0 | 0 | 0.0% | — | Jan 1, 1970 |
| Apex Plumbing Inc | Plumbing | DPR Construction | 1 | 0 | 0 | 0.0% | — | Jan 1, 1970 |
| Skyline Electrical Services | Electrical | Direct | 2 | 1 | 1 | 50.0% | 35.8 | May 21, 2026 |
| Elite Roofing Contractors | Roofing | Direct | 1 | 1 | 0 | 100.0% | 10.0 | Jul 2, 2026 |
| Ironworks Steel Fabrication | Steel Erection | Direct | 1 | 1 | 0 | 100.0% | 10.0 | Jul 3, 2026 |
| Premier Plumbing & HVAC | Plumbing | Direct | 1 | 1 | 0 | 100.0% | 10.0 | Jul 4, 2026 |
| Ironclad HVAC Services | HVAC | Turner Construction | 4 | 4 | 0 | 100.0% | 5.0 | Jul 4, 2026 |
| Ironclad HVAC Services | HVAC | Webcor Builders | 4 | 4 | 0 | 100.0% | 5.0 | Jul 4, 2026 |
| Ironclad HVAC Services | HVAC | Hensel Phelps | 4 | 4 | 0 | 100.0% | 5.0 | Jul 4, 2026 |
NAVIGATION / DRILL-DOWN
Drill-down.
The detail pages each focus on one slice:
- Compliance Overview — dashboard landing · KPIs, activity feed, deliverability funnel
- Certificate Tracker — every cert by urgency band · the renewal triage view
- Subcontractor List — every sub with compliance posture · sorted by risk
- Site Orders — work orders with payment-gate decisions · the lien-risk lens
Views · v_reports_executive_snapshot · v_reports_renewals_next_60 · v_reports_blocked_invoices · v_reports_sub_deliverability.
Data quality · Use this page's total_subs from the executive snapshot as the authoritative sub count (v_subcontractors_summary may inflate due to join multiplication).