Question 1

How does Kestrel Docket handle W-9s?

Accepted Answer

Upload a W-9 photo or PDF. Kestrel extracts the details into a draft for you to review and edit, then you can save the private record under a selected job. From that saved, reviewed record, choose a recipient and job to prepare a PDF packet for private download. PDF email delivery is currently unavailable because the email service cannot attach the packet. Recipient W-9 requirement tracking is workspace-wide even when a W-9 record is saved to a job. Kestrel does not file forms with the IRS or certify tax correctness.

Question 2

Can I keep certificates of insurance with a job?

Accepted Answer

Yes. Attach a certificate PDF or photo to the relevant saved job. When you add a replacement, the original remains available while you review the new file. Kestrel may suggest an expiration date from a supported certificate; review or edit the suggestion, or enter the date yourself, before saving. Saved dates can show expiration warnings, and you can choose to send a renewal reminder. Your broker and general contractor determine the coverage and wording they require. Kestrel does not verify coverage or guarantee that a certificate is sufficient.

Question 3

What can I do with a job permit checklist?

Accepted Answer

Start a job with a starter permit checklist or add job-specific custom items. For each item, record completion or mark it not applicable, add notes and a due date, attach supporting files, and download the checklist as a PDF. The checklist helps organize questions and records; it does not promise permit approval or legal compliance. Requirements vary by location and project scope, so confirm what applies with the relevant permitting authority and project team.

Question 4

How are paperwork dates and reminders handled?

Accepted Answer

Saved dates for W-9 paperwork requirements, COI certificates, and permit checklist items feed the workspace’s Upcoming deadlines view and paperwork calendar. The view surfaces items due today, overdue, or within the next 30 days. Seeing a date there does not automatically email anyone: you can choose to send an available COI renewal reminder or paperwork requirement reminder from its control.

Question 5

How does Kestrel organize paperwork by job?

Accepted Answer

Each job keeps its own request-paperwork and readiness items, permit checklist, and attached COI certificates together, so you can review those records in the job context. A W-9 record can also be saved under a selected job. Recipient W-9 requirement tracking is separate and workspace-wide, rather than assigned to one job. Kestrel helps keep the paperwork and follow-ups visible; your project team and relevant authorities still set the requirements.

01How does Kestrel Docket handle W-9s?

02Can I keep certificates of insurance with a job?

03What can I do with a job permit checklist?

04How are paperwork dates and reminders handled?

05How does Kestrel organize paperwork by job?