What's included
- Color-coded renewal tracker with conditional-formatting status alerts that populate automatically as you add licenses
- License roster tab — one row per license per technician per state, sortable and filterable by state, trade, or status
- Automatic days-to-expiry and RAG status driven by a Status date you set (never your computer's clock)
- CE-hours tab (required vs earned, % complete) and a Bonds & Insurance tab with the same expiry tracking
- One-page dashboard (renewals due within 7/30/60/90 days, compliance-by-status charts) plus a board-/bid-ready Renewal Report
- Works for any trade, including HVAC, electrical, plumbing, roofing, and fire protection
- Delivered as a ZIP (Excel workbook + a QuickStart guide) · Compatible with Excel 2016+ and Google Sheets
Template
Multi-State Trade License Renewal Tracker
Excel tracker for managing contractor license renewals across multiple states. Enter each technician’s licenses — trade, state, board, and expiry date — and the workbook computes days-to-expiry and a color-coded status (Expired / Due soon / Upcoming / Current) for every one, against a Status date you set. A one-page dashboard rolls it all up with renewals-due-within-7/30/60/90-day counts, and a board- and bid-ready Renewal Report breaks compliance down by trade. Works for licenses in any trade, including HVAC, electrical, plumbing, roofing, and fire protection. Add your licenses and the whole tracker populates automatically. Every regulatory figure — renewal intervals, CE hours, fees, deadlines — is yours to enter from your official state board; nothing is fabricated. Compatible with Excel 2016+ and Google Sheets.
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What's included
- Color-coded renewal tracker with conditional-formatting status alerts that populate automatically as you add licenses
- License roster tab — one row per license per technician per state, sortable and filterable by state, trade, or status
- Automatic days-to-expiry and RAG status driven by a Status date you set (never your computer's clock)
- CE-hours tab (required vs earned, % complete) and a Bonds & Insurance tab with the same expiry tracking
- One-page dashboard (renewals due within 7/30/60/90 days, compliance-by-status charts) plus a board-/bid-ready Renewal Report
- Works for any trade, including HVAC, electrical, plumbing, roofing, and fire protection
- Delivered as a ZIP (Excel workbook + a QuickStart guide) · Compatible with Excel 2016+ and Google Sheets
Tired of maintaining this by hand? Try LicensedTrades.com free for 14 days.
Centralized license renewals with a Red/Amber/Green compliance dashboard, automated 90/60/30/7-day alerts, bond and insurance tracking, and bid-ready PDF export — no spreadsheet upkeep required.
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