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Trade license and certification tracking

License and Certification Tracker, Trades Edition

$49 Go to price and purchase

Keep trade licenses and certifications in one register. Days to expiration and status calculate on every row. Set the blocks-work flag to bring the cards that stop a job to the top.

FormatKit
Contents4 PDF guides, 1 Word document, 1 Excel workbook
UseInstant download

For background on the rules behind this tracker, read the free reference note Training ROI and certification currency. Every source is dated so you can review the details before choosing the tool.

$49

  • One-time purchase. Editable files.
  • Your download link appears on the confirmation screen and in your receipt. No account needed.
  • Request a full refund within 30 days with one email.
  • Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.

Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.

Need approval first?

Email this page

Ready to put your tool to work?

Add a one hour Setup Session, $149

Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.

See the Setup Session →

Where to start

Set up the Requirement Catalog for the licenses and cards your trades carry.

Once you enter the requirements, the tracker starts calculating the time until renewal.

DecisionPrepare for an audit
IndustryConstruction
Files4 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRelated reference notes: What turnover costs in the trades; Training ROI and certification currency

Fit

Is this the right fit for your work?

A good fit

  • You are preparing for an audit in construction.
  • You want editable Word and Excel files that stay with your organization.
  • You or a manager will run the process and want a clear sequence to follow.

When to consider another option

  • For advice about one person's specific circumstances, consult qualified counsel.
  • For rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
  • For help running the process, explore our advisory services.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readStart Here: a guide to every file and the order to use them.
Word · editLicense Verification Log and Renewal Checklist: a quarterly check of the actual credentials, a printable verification log, the 90, 60, 30 day renewal countdown, and a completed example from a fictional contractor.
Excel · useTrades License Certification Tracker: one register for trade licenses, EPA Section 608 certifications, OSHA 10 and 30 hour cards, and equipment qualifications. Includes expiration bands, a blocks-work flag, a per-person rollup, crew coverage, and a stops-work-first dashboard.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readLicense Verification Log and Renewal Checklist: a quarterly check of the actual credentials, a printable verification log, the 90, 60, 30 day renewal countdown, and a completed example from a fictional contractor.

How to use it

Where to start

These 4 steps take you from setting up the tracker to a five-minute monthly review.

  1. Start with the Crew Roster tab. Enter each person's name, crew, role or trade, and foreman. Replace the sample names from Beacon Mechanical and Sons, a fictional contractor, with your own.

  2. Match requirements to each role. In the Requirement Catalog, replace the sample rows with the licenses, cards, and certifications your work requires. Enter the jurisdiction and renewal interval after confirming both with the issuing body.

  3. Enter the cards and dates. In the License and Card Register, record each item per person: the number, issuing body, dates, and whether a lapse blocks work. Check each card once and record the verification in Verified On and Verifier.

  4. Complete the five-minute monthly review. Open the Dashboard and address anything under Stops work first before the next shift. Move renewals along the Renewal Pipeline and complete the quarterly check with the License Verification Log and Renewal Checklist.

License and Certification Tracker, Trades Edition: the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 4 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.

Are these the real screenshots?

Yes. The first image shows the file set, and the second and third show actual pages from the current download.

Can I use the files in my business?

Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.

What if I need help applying it?

For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.

How do I get the files?

Right after payment, your download link appears on the confirmation screen and again in your email receipt. All files arrive as one ZIP. No account is needed.

What do I need to open them?

You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.

What if it is not right for us?

Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.

Is this legal advice?

No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.

Who may use the files?

One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.

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