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 remindersInspection and safety certificate dates, with reminders before they’re due.
Anything with a date can be tracked: the next inspection, an inspection certificate, a safety or training card. Each gets its own lead time, its documents and the same reminder schedule as your licenses.
HOW TO TRACK THEM
Add an inspection the same way as a license.
There’s no separate inspection module. An inspection is tracked as its own item, with the date it’s due — so it gets reminders, documents and reports like everything else.
- Add it as “Something else”, or as a certification for a safety or training card
- Give it the date it’s due, and how many days ahead you need to start
- Attach the last inspection report or certificate
- Set how often it recurs, so marking it done schedules the next one
HOW IT WORKS
From a date on a certificate to a reminder in time.
Add it with its date
Type it in, import it with your spreadsheet, or upload the certificate and check the date that was read.
Choose who’s reminded
The team member who arranges it, the person it concerns, and anyone watching.
Reminders before you need to start
90, 60, 30, 14, 7 and 1 day before, then follow-ups if the date passes.
Mark it done
Upload the new certificate; the next date is set by its term, or a date you enter.
WHAT EVERY ITEM GETS
The same reminders, documents and reports, whatever it is.
Documents 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
Inspections: common questions
What it does, what it doesn’t, and where your review still matters.
More answers in the FAQIs there an inspection checklist or scheduling tool?
No. It tracks the date something is due and reminds the right people in time. The inspection itself is arranged with whoever carries it out.
Can it read a safety or training card?
Yes — training cards are among the documents it reads. The date is filled in for you to check before saving.
Does it know when inspections are required?
No. Requirements differ by place and by trade. It reminds you about the dates you record.
RELATED
Where to go next
PermitsCity and county trade permits, and business permits.Learn more Contractor licensesGeneral contractor and trade licenses, and business registrations.Learn more Renewal remindersSix reminders before you need to start, then follow-ups until it’s renewed.Learn more Dashboard & calendarWhat’s overdue, what’s due soon, and a calendar of what comes next.Learn more
FROM THE BLOG
Further reading
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 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
Put your next renewal on the radar.
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