Licence and certification expiry tracking
Nothing lapses by surprise. Every staff licence and certificate in one list, with reminders well before expiry and the new copy collected when it's renewed.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Every licence and certificate in one list
Built from your current records and the copies you hold, with the expiry date for each person.
- 02
Reminders well ahead
The employee gets a text at 60 and 30 days, and their manager is copied in at 30 days and again at 7.
- 03
Renewed copy collected
The employee replies with a photo of the new card, the list is updated and the copy is filed.
- 04
Course dates booked where needed
For renewals that need a course, a reminder goes into the calendar so the time off is planned around jobs.
- 05
A monthly summary
What's expiring in the next 90 days, what's overdue, and who can't be sent to certain jobs until it's renewed.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A person checks each renewed document is genuine and decides whether someone can work while a renewal is pending.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Licences, safety cards and vehicle checks are tracked in a spreadsheet someone updates when they remember. An expired licence gets found when a customer or inspector asks for it, and the tech can't work until it's sorted.
What we build
- Every licence and certificate in one list
- Reminders well ahead
- Renewed copy collected
- Course dates booked where needed
- A monthly summary
A month in
Nothing lapses by surprise and nobody gets stood down mid-week. Inspectors and customers get a current copy on request, and whoever schedules jobs knows who's cleared for what.
FAQ
Can licence tracking cover business licences and insurance too?
Yes. Business licences, insurance certificates and vehicle inspections can sit in the same list as staff licences, with the same reminders.
Can licence tracking tell dispatch who's qualified for a job?
Yes. Licence tracking marks who holds which certificate, so the scheduler sees it. Assigning the job stays with your dispatcher.
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Bring this one to a free live build.
Thirty minutes on licence and certification expiry tracking. We build its elf with you, live, and you keep it.