Cards, certificates and notices
License cards, wall certificates, permits, training cards and renewal notices.
Upload the license or certificate. We read the expiration date.
Drop in a PDF, a scan or a phone photo — one at a time or twenty at once. The expiration date, license number, issuer and holder are filled into a new license for you to check before anything is saved.
HOW IT WORKS
The most certain way to read a date, tried first.
Every document goes through the same steps, stopping as soon as the date is clear.
PDFs with real text are read exactly
A PDF with a text layer is read as it is, in a second.
Photos and scans are read with OCR
The text is read off the image, then rules find the labeled expiration date.
AI settles what the rules can’t
Several dates, or a missing label, go to AI — and its answer is checked against the text read off the page.
You check it, then save
The document sits beside a filled-in form. Confirm the date, fix anything that’s off, and save. Nothing becomes a license until you do.
WHAT IT READS
Built for the paperwork contractors actually have.
Insurance certificates
Every policy on a certificate is read with its own number, insurer and end date. Save one, or all of them as separate licenses in one click.
Bonds and declarations pages
Including the ones with no end date: a continuous bond is left without an expiration date rather than given a made-up one.
Dates as they’re really printed
“Valid through”, “Not valid after”, “the 31st day of August”, a month and year alone, or a policy period “From … To …”.
Twenty at a time
Upload a batch of up to twenty documents. Each one opens for review as soon as it’s read.
Honest about what it found
It says how sure it is, in plain words — and leaves the date blank rather than guess when a document doesn’t state one.
WHAT YOU SEE
Check it with the original beside you.
Reading a date is a suggestion, never an automatic save. The scan stays next to the form, so comparing the two takes a glance.
- The expiration date, license number, issuer and holder, filled in
- Linked to the person it names in your People directory, when the name matches one
- A license you already track is caught before it’s saved twice
- Nothing is saved until you confirm it
WHO IT’S FOR
Less typing, fewer wrong dates.
Contractors on site
Snap the card on site. The expiration date, number and issuer are filled in for you to check.
For contractorsOffice managers with a pile of certificates
Upload up to twenty documents at once — an insurance certificate becomes one license per policy, each linked to the subcontractor it names.
For office managersAnyone leaving a spreadsheet behind
Import the list you have, then upload the documents for the dates you’re not sure of.
Moving off a spreadsheetQUESTIONS
AI date reading: common questions
What it does, what it doesn’t, and where your review still matters.
More answers in the FAQWhat files can it read?
PDFs, scans and phone photos (JPEG, PNG, WebP) of license cards, wall certificates, insurance certificates, declarations pages, bonds, permits, training cards and renewal notices. HEIC photos need converting to JPEG first.
Does it always find the expiration date?
No, and it says so. When a document has no clear expiry — a continuous bond, a permit that lapses only if work doesn’t start — it leaves the date blank rather than guess. Always check the date against the original before saving.
What about an insurance certificate with several policies?
Each policy is read with its own number, insurer and end date. Save the one you need, or all of them as separate licenses in one click.
Is anything saved automatically?
No. What’s read fills in the form as a suggestion. Nothing becomes a license until you check it and save.
Will it verify my license with the state?
No. Reading the date off a document is not official verification, and we don’t connect to licensing boards.
Is document reading included?
Yes. Reading dates from photos and PDFs is included. It’s part of Pro — $39 a month, or $390 a year — and of the 7-day free trial, which needs no card.
RELATED FEATURES
Works hand in hand with
Renewal remindersSix reminders before you need to start, then follow-ups until it’s renewed.More about renewal reminders Document storageEvery certificate and card kept with its license.More about document storage Upload linksContractors send their renewed copies themselves.More about upload links Dashboard & calendarWhat’s overdue, what’s due soon, and a calendar of what comes next.More about dashboard & calendar
FROM THE BLOG
Further reading
Moving your license list out of a spreadsheetA spreadsheet is a fine place to start and a poor place to rely on. A checklist for tidying it up and moving it into a system that sends reminders for you.Read the article How to keep track of contractor license expiration datesExpiration dates hide in PDFs, wallets and inboxes. A simple system for recording every license, permit and certificate — and hearing about each renewal in time.Read the article
Put your next renewal on the radar.
Try everything free for 7 days. No card needed.
Then $39 a month, or $390 a year. Cancel whenever.