Jurisdiction and number
The city or county that issued it, its number, and who holds it.
Keep track of permit expiration dates with everything else you renew.
City and county trade permits and business permits each renew on their own schedule. Track them in the same place as your licenses and insurance, with reminders well before each one is due.
WHAT YOU RECORD
Each permit, with what you need to renew it.
Portal, fee and notes
The renewal portal link (reminders link straight to it), the fee, and notes on what the renewal asks for.
The permit itself
Upload the permit and keep it with the record, with past versions kept at each renewal.
Permits without an end date
Mark it as one that doesn’t expire and it stays on file with no reminders.
HOW IT WORKS
Track a permit in four steps.
Add the permit
Choose “City or county trade permit”, type in the details or upload the permit and check what was read off it.
Set how early to start
The lead time you need before it expires. Reminders count down to that date, not the expiry.
Assign it
To the team member who renews it, and link the person who holds it, so the right people are reminded.
Renew and carry on
Mark it renewed with the new permit; the next cycle 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
Permits: common questions
What it does, what it doesn’t, and where your review still matters.
More answers in the FAQCan it read a permit?
Yes — permits are among the documents it reads. When a permit has no clear end date, such as one that lapses only if work doesn’t start, the date is left blank rather than guessed.
Does it know when my city’s permits expire?
No. It tracks the dates you record or confirm from the document. Rules differ by city and county, so check with whoever issued it.
Can I track job-specific permits?
You can track any permit with a date as its own item, with its own reminders. There’s no job or project tracking.
RELATED
Where to go next
Contractor licensesGeneral contractor and trade licenses, and business registrations.Learn more InspectionsInspection dates, safety certificates and training cards.Learn more Document storageEvery certificate and card kept with its license.Learn more Renewal remindersSix reminders before you need to start, then follow-ups until it’s renewed.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.
Try everything free for 7 days. No card needed.
Then $39 a month, or $390 a year. Cancel whenever.