LicensedTrades.comTrade License Compliance

Features

Everything a multi-state trade shop needs to stay compliant.

Purpose-built for specialty trade contractors — not a generic document expiry tracker, not a $30,000/year FSM platform.

See your full compliance picture at a glance.

The organization-level compliance dashboard shows every license, bond, and insurance certificate ranked by days-to-expiry. Red means expiring in 30 days or fewer. Amber means 30–90 days. Green means you're safe. Sortable and filterable by state, trade type, and status — so when a GC calls asking about your Texas HVAC licenses, you have the answer in under 10 seconds.

Dana Holt, Office Manager at a 12-person HVAC contractor licensed in Texas and Colorado: "Monday morning I log in, sort by Red, and see exactly what needs attention this week. It takes four minutes."

Never discover a lapse at the job site.

The moment you add a license record, LicensedTrades.com schedules email alerts at 90, 60, 30, and 7 days before expiration. Configure recipients per license holder or per license category — so the lead HVAC technician gets their own 30-day reminder, and the office manager gets every alert across the full roster. Business tier customers can set custom alert cadences beyond the default schedule.

Know who's on track for renewal before it's too late.

Configure required CE hours per license type per state. Log completed courses with provider name, date, and hours earned. The progress indicator shows each technician's hours completed vs. required — and the team CE dashboard (Business tier) gives you an org-wide view so you can identify lagging technicians months before a renewal window closes. CE requirements differ by state and license class. LicensedTrades.com tracks them all, per license, per technician.

Marcus Webb, Operations Manager, 32-person multi-state contractor: "Texas TDLR requires different CE than California CSLB. Before LicensedTrades, I tracked it in a spreadsheet no one else understood. Now my whole team can see their own progress."

A lapsed bond is a disqualified bid.

Surety bonds and insurance certificates expire on their own schedule — separate from your trade licenses. LicensedTrades.com tracks every bond (type, issuing company, coverage amount, expiry) and every insurance certificate (policy number, carrier, coverage type, expiry) with the same RAG status system as your licenses. Both are included in the bid-ready PDF export so your compliance package is always complete. Available at Professional tier and above.

One click. The exact document GCs and municipalities want.

When you submit to an approved vendor list or respond to a bid package that requires proof of licensure, the bid-ready PDF export is ready in one click. It lists your organization name, all active licenses with RAG status, license numbers, issuing authorities, and next renewal dates — in a format accepted for bid qualification packages. Filter by operating state for state-specific submissions. Filter by expiring-soon window for a 'current and not expiring this quarter' compliance summary. Enterprise customers can add custom branding — company logo and colors — to every report.

Your whole team, the right access.

Invite your office manager, operations coordinator, and field supervisors with role-appropriate access. Admins manage billing and team settings. Managers can create, edit, and view everything. Analysts can log CE completions and update records. Viewers have read-only access. All roles see the same compliance dashboard — each with the right level of control.

Your subs' licenses matter too.

Business tier customers can track subcontractor license and insurance certificate credentials alongside internal employee credentials. When a project requires your subs to carry current licenses and insurance, LicensedTrades.com surfaces any expiring credentials before site mobilization — not when the GC's compliance officer calls.

Before / after

Before LicensedTrades.comWith LicensedTrades.com
License trackingShared Google SheetStructured dashboard, RAG status
Renewal alertsPhone calendar reminders90/60/30/7-day automated emails
CE trackingTechnician self-reports (or doesn't)Progress indicator per license per technician
Bid compliance package2–4 hour manual assemblyOne-click PDF export
Bond trackingSeparate spreadsheet tabSame dashboard, same alerts
Staff turnover impactStart from scratchData stays; new manager logs in

Ready to stay compliant across every state?