> ## Documentation Index
> Fetch the complete documentation index at: https://watchmycover.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Sign up, confirm your email, set up your company and requirements, record a first certificate and switch chasing on.

This takes most people under an hour, most of it spent on the spreadsheet of subcontractors you already keep.

<Steps>
  <Step title="Create your workspace">
    Go to [watchmycover.com/signup](https://watchmycover.com/signup) and enter **Your name**, **Company**, **Work email** and a **Password** of at least 10 characters, then choose **Create workspace**.

    Every new workspace starts a 14-day trial. No card is taken. If you picked a plan on the pricing page, the trial is on that plan; otherwise it is on Core. See [Plans and billing](/docs/account/plans-and-billing).
  </Step>

  <Step title="Confirm your email address">
    Nothing in the app opens until your address is confirmed. You will see **Confirm your email address** and an email with a link, valid for 24 hours. Open the link, or come back to the tab and choose **I have confirmed it**.

    No email? Check spam, then choose **Send a new link**. Signed up with the wrong address? Choose **Wrong address? Sign out**. More in [Email confirmation](/docs/account/email-confirmation).
  </Step>

  <Step title="Tell us about your company">
    Onboarding step 1, **Your company**: company name, address and **Time zone**. The time zone matters: it decides which calendar day a policy expires on and when reminders go out. Choose **Continue**.
  </Step>

  <Step title="Set your requirements">
    Step 2, **Your requirements**, shows two starting templates, **Trade Subcontractor** and **General Vendor / Supplier**, with limits typical of a US construction subcontract. Choose **Set the values** on each and change them to what your own subcontracts require. Every verdict is measured against these.

    You can choose **Skip for now** and change them later under **Requirements**. See [Requirement templates](/docs/requirements/templates) for the starting values.
  </Step>

  <Step title="Add your subcontractors">
    Step 3, **Your subcontractors**:

    1. **Download the CSV template**, which has every column the importer recognizes and three example rows to replace.
    2. **Import your spreadsheet**, saved as CSV from Excel or Google Sheets, up to 500 rows a file.
    3. **Or add one by hand**: name, email and which requirements apply.

    Nothing is emailed to a subcontractor at this stage. You can also choose **Skip — I will add them later**. Details in [Importing from CSV](/docs/subcontractors/import-csv) and [Adding a subcontractor](/docs/subcontractors/adding).

    Choose **Finish** (or **Go to my register**) to open the dashboard.
  </Step>

  <Step title="Record a certificate">
    Open a subcontractor under **Vendors** and choose **Record certificate**. The form lists the coverages their template requires. Type what the certificate says: insurer, issue date, and for each coverage the limits, effective and expiry dates, and the endorsement evidence. Choose **Record and re-check**.

    The verdict and its findings appear on the subcontractor's page straight away. See [Recording a certificate](/docs/certificates/recording), which includes where each field sits on an ACORD 25.
  </Step>

  <Step title="Switch chasing on">
    Go to **Settings → Renewal chasing**. Check **Replies go to**: chase emails ask the subcontractor to reply with their certificate attached, and this is where the reply lands. It starts as the account owner's email address.

    Then choose **Turn on**. From then on, WatchMyCover emails subcontractors 30, 14, 7 and 1 days before a required policy expires and once it is overdue, and straight away when a certificate falls short. See [How chasing works](/docs/chasing/how-chasing-works).
  </Step>
</Steps>

<Tip>
  Before turning chasing on, open **Reminders**. Reminders are generated while chasing is off, so you can read every email that would go out, and cancel any you do not want sent.
</Tip>

## Next

* Invite colleagues under **Settings → Team**: [Team and roles](/docs/account/team-and-roles).
* Group subcontractors by job: [Projects](/docs/subcontractors/projects).
* Send an owner or auditor proof of where you stand: [Shareable reports](/docs/register/shared-reports).