Use this for anything tied to your insurance coverage, such as certificates of insurance (COIs) or general liability documentation you want on file or available to a customer

Use this for manufacturer warranties, workmanship warranties, or any warranty registration paperwork connected to the products installed or the work performed on the job

Use this for proof of workers' compensation coverage for your crew. This is often the document a customer or property manager asks to see before work starts

Use this for copies of your contractor license, certifications, or permits — anything that verifies you're qualified and authorized to do the work

Use this for W-9 tax forms, typically kept on file for payment and reporting purposes (for example, when working with subcontractors)

A catch-all for anything that doesn't fit neatly into the categories above, like signed contracts, change orders, or other job-related paperwork