Amount, surety and number
The bond amount, the surety that issued it, its number, and who holds it.
Track surety bond renewals alongside the licenses they back.
Bonds are easy to forget — they’re not the license you think about. Record each bond with its amount, surety and term, keep the certificate on file, and copy your bonding agent on the reminders.
WHAT YOU RECORD
Each bond, with what renewal needs.
The bond certificate
Kept with the bond, with past versions kept in its renewal history.
Your bonding agent, copied
Add their address as an extra recipient, or send them an upload link for the renewed certificate.
Continuous bonds
A bond with no end date can be kept on file as one that doesn’t expire — and isn’t given a made-up date when its document is read.
HOW IT WORKS
Track a bond in four steps.
Add the bond
Choose “Surety bond”, type in the details or upload the bond and check what was read off it.
Set its lead time and term
How early you need to start, and how often it renews.
Reminders to the right people
You, whoever chases it, and your bonding agent if you add them.
Renew and carry on
Mark it renewed with the new certificate; the next term schedules itself.
WHAT EVERY ITEM GETS
The same reminders, documents and reports, whatever it is.
Reminders before you need to start
90, 60, 30, 14, 7 and 1 day before the start-renewing date, then follow-ups on the day and 3, 7 and 14 days after.
Renewal remindersDocuments kept with it
The current copy and every past version, stored privately and kept in its renewal history.
Document storageIn every report
By type, state, person and assignee — exportable to Excel and PDF.
Reports and exportsQUESTIONS
Bonds: common questions
What it does, what it doesn’t, and where your review still matters.
More answers in the FAQCan my bonding agent get the reminders?
Yes. Add their address to the bond as an extra recipient, or add them to your People directory and link them to it.
What about a continuous bond?
Mark it as one that doesn’t expire and it stays on file without reminders. When its document is read, the date is left blank rather than guessed.
Does it tell me what bond amount I need?
No. It records the amount on your bond. Requirements differ by state and license, so check with whoever issues the license.
RELATED
Where to go next
Contractor licensesGeneral contractor and trade licenses, and business registrations.Learn more Insurance certificatesGeneral liability, workers’ comp and every policy on a certificate.Learn more Upload linksContractors send their renewed copies themselves.Learn more Document storageEvery certificate and card kept with its license.Learn more
FROM THE BLOG
Further reading
Renewal lead time: why reminders should start earlyThe expiration date is when it’s too late. Here’s how to work out when a renewal needs to begin — and why that’s the date your reminders should count down to.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
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