Built specifically for HVAC, electrical, plumbing, roofing, and fire-protection contractors managing licenses across multiple states.
The compliance dashboard ranks every license, bond, and insurance certificate by days-to-expiry with a RAG status indicator: Green (91+ days), Amber (31–90 days), Red (0–30 days), Lapsed (past expiration — visually distinct from Red). Sorted most-urgent first by default. Filter by operating state, trade type, or expiry window. Lapsed records pinned to the top so they're never buried.
Renewal email alerts fire at 90, 60, 30, and 7 days before every license, bond, and certificate expires. Each alert includes the license holder's name, license type, issuing authority, license number, expiration date, and days remaining. Configure which team members receive alerts for each license holder. Business tier unlocks custom alert cadences for biennial licenses and fiscal-year bond renewals.
Configure required continuing education hours per license per renewal cycle — the system handles the fact that Texas TDLR and Florida DBPR have different requirements for the same trade type. Log each completed course: provider, completion date, hours earned, certificate reference number. The CE progress bar updates in real time. At 75% completion with 60 days left, the bar turns Amber. At 50% with 30 days left, it turns Red.
Commercial GCs require a current compliance summary before they'll add you to their approved vendor list. Stop spending 2–3 hours assembling it manually. The bid-ready PDF lists all active licenses with holder name, trade type, issuing authority, license number, expiration date, and RAG status — formatted for professional presentation in a prequalification submission. Filtered by operating state so you only show what the GC needs.
Surety bonds and insurance certificates are tracked alongside licenses in the same unified compliance dashboard. Bond type, issuing company, coverage amount, and expiration date — with the same 90/60/30/7-day alert cadence as your licenses. A lapsed bond disqualifies you from commercial job eligibility immediately. Now you'll know 90 days in advance.
Admin, Manager, Analyst, and Viewer roles. Your office manager creates and edits records. Your operations manager pulls compliance reports. Your owner reviews the dashboard. Your insurance broker gets a shareable read-only viewer link — no account required. Business tier adds a timestamped audit log of every license addition, edit, and deletion — with user attribution. Required for contractors facing regulatory audits.
| Before (Google Sheets + Calendar) | After (LicensedTrades.com) | |
|---|---|---|
| Compliance visibility | Manual spreadsheet scan | RAG dashboard, sorted by days-to-expiry |
| Renewal reminders | Phone calendar reminders | Automated 90/60/30/7-day email alerts |
| CE hour tracking | Paper logs + self-reporting | Real-time progress per technician per license |
| Bid compliance report | 2–3 hours of manual assembly | One-click PDF export in 30 seconds |
| Bond + insurance tracking | Separate from licenses | Unified dashboard |
| Audit trail | None | Timestamped log with user attribution (Business+) |
| Read-only access for stakeholders | Email a static spreadsheet | Shareable viewer link, always current |
| License lapse risk | Discovered at the job site | 90 days of advance warning |