FOR OFFICE MANAGERS

Keep every license, policy and bond current — without chasing anyone.

You’re the one who gets asked when something lapses. ContractorLicenseAlert keeps documents, dates and follow-ups in one place, reminds the people who hold each license, and collects the renewed copies for you.

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GETTING SET UP

From a shared drive and a spreadsheet to one workspace.

  1. Bring in what you already have

    Import your license spreadsheet — Excel, CSV or pasted rows, up to 2,000 at a time — and upload the documents for the dates you’re not sure of.

  2. Add the people

    Invite the owners and staff who work on renewals, and add crew members, subcontractors and vendors to the directory. They don’t need accounts.

  3. Decide who hears about what

    Assign each license to the person who chases it, link it to the person who holds it, and add watchers — such as a bonding agent — as needed.

  4. Let the reminders run

    Reminders count down to the date each renewal has to start, and keep following up if it slips, until you mark it renewed.

DAY TO DAY

Less chasing, fewer surprises.

One view of what’s due

Overdue, due soon and on track at a glance, with a calendar of the month’s renewals.

Dashboard and calendar

A daily digest, if you prefer

One grouped email a day instead of an email per reminder — for you, and for anyone in the directory.

Renewal reminders

Renewed copies, collected

Send the holder a link; they upload the new document without signing up, and you check it before anything changes.

Upload links

Proof when someone asks

Every current certificate and license card, kept with its license, with past versions in its history.

Document storage

Reports you can hand over

Compliance by type, state, person and assignee, what’s expiring, and every reminder sent — in Excel or PDF.

Reports and exports

Nothing lost when people change

When someone leaves or changes role, their reminders move to someone who can still act on them — no list to rebuild.

Teams and the directory
WHO GETS REMINDED

You don’t have to be the reminder.

Each license carries its own list of people, so a reminder goes to whoever has to act — not only to your inbox. Nobody is reminded twice, and each person gets their email at the send hour in their own time zone.

  • The team member it’s assigned to — or the account owners when nobody is
  • The person who holds it, from your directory
  • Supervisors and watchers who want to know
  • Once overdue, the account owners as well as the assignee
QUESTIONS

Office managers: common questions

What it does, what it doesn’t, and where your review still matters.

More answers in the FAQ
Do the contractors I track need an account?

No. Add them to the People directory and link them to their licenses. They can get reminders and send renewed documents by link without signing up.

Can I import the spreadsheet I already keep?

Yes — Excel, CSV or pasted rows, up to 2,000 at a time. Columns are matched for you, bad rows can be fixed in place, and nothing is saved until you confirm.

Can I see that reminders actually arrived?

Yes. The reminder delivery report lists every reminder sent, to whom and when, with anything that failed or arrived too late listed first.

Can other people on the team use it too?

Yes, up to 25 team members on Pro. Owners manage billing, the team and settings; team members add, edit and renew licenses.

What does it cost?

Everything here is part of Pro — $39 a month, or $390 a year — and of the 7-day free trial, which needs no card.

RELATED

Where to go next

Subcontractor complianceEach sub’s certificates and licenses, linked to them, reminded and collected.Learn more Spreadsheet importExcel, CSV or pasted rows, up to 2,000 at a time.Learn more Team & directoryOwners, staff and subcontractors, each reminded.Learn more For businessesEvery crew member’s and subcontractor’s licenses and insurance, with the documents on file.Learn more
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.

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Then $39 a month, or $390 a year. Cancel whenever.