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Preview of Trade License Renewal Checklist & Tracker

Checklist

Trade License Renewal Checklist & Tracker

An interactive Excel workbook (with a print-and-fill PDF companion) that runs a contractor license renewal end to end, for the five major specialty trades: HVAC, electrical, plumbing, roofing, and fire protection. Work a structured five-stage checklist — pre-renewal preparation, license standing, CE-hour verification, bond and insurance currency, and submission — ticking off each step while a progress dashboard tracks your percent complete and counts down the days to your submission deadline. Trade-specific steps for all five trades are built in. Every regulatory figure (CE hours, fees, intervals, deadlines) is something you enter from your own state board — nothing is fabricated. Prefer paper? Print the companion PDF and fill it by hand on a clipboard. Built for office managers and compliance coordinators who run renewal cycles manually or alongside compliance software. Compatible with Excel 2016+ and Google Sheets.

XLSX
39 KB
Version 1.0.0 · Updated June 2026
Instant download · Secure checkout
$24.00XLSX

One-time purchase. Instant download. No subscription required.

Instant digital download · all sales final. Refund policy

What's included

  • Interactive renewal checklist covering all five major specialty trades — HVAC, electrical, plumbing, roofing, and fire protection — with trade-specific steps built in
  • Five renewal stages: pre-renewal preparation, license standing & verification, CE-hour verification, bond & insurance currency, and submission & deadlines
  • Progress dashboard — percent complete overall and per stage, plus days-to-deadline counting down to your submission date, with a completion-by-stage chart
  • Per-step tracking: Done?, owner, date done, and notes — so a whole team can work one renewal
  • Print-and-fill PDF companion for working a renewal on the clipboard
  • Never invents a regulatory figure — you enter CE hours, fees, intervals, and deadlines from your official state board (source links included)
  • Delivered as a ZIP — interactive Excel workbook plus the print-and-fill PDF · 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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