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Trade Compliance Templates & Tools
Purpose-built spreadsheets and checklists for specialty trade contractors. Download and start using today.
Multi-State Trade License Renewal Tracker
Excel tracker for multi-state contractor license renewals — color-coded days-to-expiry status, a 7/30/60/90-day dashboard, and a board-ready Renewal Report.
Trade License Renewal Checklist & Tracker
Interactive Excel checklist + tracker for contractor license renewals — every step across five stages, a progress dashboard with days-to-deadline, plus a print-and-fill PDF for the clipboard.
Contractor Compliance Audit Workbook (Excel + PDF)
Excel + PDF workbook for a 2-hour internal compliance audit. Covers licenses, bonds, CE hours, and insurance.
Trade Compliance Starter Bundle
The renewal tracker, renewal checklist and compliance audit workbook in one discounted pack — licenses, CE hours, bonds and insurance against your own dates.
LicensedTrades Complete Kit
All 18 LicensedTrades tools in one kit — jobs, crews, permits, inspections and subs, plus license renewals and a compliance audit, from your own entries.
Per-Job Compliance Register Workbook
Every job as a row — AHJ, trade, value, permit and closeout status — the Per-Job Compliance Register computes each against a date you set.
Permit Application & Pull-Authorization Workflow Tracker (Per Job)
Permit number in, issuance status out — the Permit Application & Pull-Authorization Workflow Tracker makes the permit the record, per job.
Inspection Scheduling & Results Log with Corrections & Re-Inspection Tracker
Inspection scheduled, result logged, corrections cleared, re-inspection tracked — one per-job log for the whole inspection loop, dated against your As-of.
Crew Composition & Supervision-Ratio Planner (Framework, Buyer-Verified)
Enter the ratio you verified — the Crew Composition & Supervision-Ratio Planner flags each crew assignment in-ratio, out-of-ratio, or Not set.
Jobsite Crew Qualification Checklist Pack (Right Task, Right Qualified Person)
Crew member and task in, confirmed-qualified Y/N out — the Jobsite Crew Qualification Checklist Pack checks the right person is on the right task, day of.
Inbound Subcontractor Evidence Collection Register (License + COI + W-9)
License, COI and W-9 collected from each sub — the Inbound Subcontractor Evidence Collection Register shows what's complete and what's still missing.
Sub-Tier COI & Insurance Currency Tracker (As-of Dated)
Sub policies in, currency status out — the Sub-Tier COI Tracker RAG-scores every subcontractor COI against a date you set, with a 90/60/30-day expiring view.
Multi-Job / Multi-State Jobsite Compliance Roll-Up Dashboard
Every active job's permit, inspection, crew and sub status rolled into one As-of-dated dashboard across all states and trades.
Permit Close-Out & Final-Inspection Readiness Checklist Pack
Inspections passed, corrections cleared, docs assembled — the Closeout Pack returns a ready-to-close verdict for every permit.
Jobsite Stop-Work-Risk & Field-Readiness Self-Check Workbook
Permit posted, inspection scheduled, crew in-ratio, sub evidence current — the Field-Readiness Self-Check scores a jobsite before you mobilize.
HVAC Scope-of-Work, Permit & Inspection Field Kit
Scope in-class or needs-a-sub, permit documents assembled, rough-in and final tracked — the HVAC Scope, Permit & Inspection Field Kit, per job.
Electrical Scope-of-Work, Permit & Inspection Field Kit
Scope in, permit and inspection prep out — the Electrical Scope, Permit & Inspection Field Kit keeps every job's field records straight.
Plumbing Scope-of-Work, Permit & Inspection Field Kit
Scope, permit paperwork, and inspection prep for every plumbing job — the Plumbing Field Kit tracks all three against a date you set.
Roofing Scope-of-Work, Permit & Inspection Field Kit
Verify roofing scope per job, assemble the permit, log inspection prep — the Roofing Scope, Permit & Inspection Field Kit tracks the job, not the license.
Fire Protection Scope-of-Work, Permit & Inspection Field Kit
Scope in, permit and inspection status out — the Fire Protection Field Kit frames every job's scope, permit and inspection prep, with no rule asserted.
Field-Operations Core Bundle (Job + Permit + Inspection)
Job register, permit workflow and inspection log — the three field-core tools that run a job from award to closeout, in one discounted pack.