Trade license and certification tracking

License and Certification Tracker, Trades Edition

One register where days to expiration and status calculate on every row, a blocks-work flag that pushes the cards that stop a job to the top, a crew coverage matrix that finds single points of failure, and the field checklist that keeps the register honest.

4959USD

One-time purchase, no subscription. Instant download.

Built by expert HR practitioners and leaders

  • Days to expiration on every row: a License and Card Register where days to expiration and status calculate as you enter each card, and an expired blocks-work item turns the whole row red
  • The cards that stop a job, first: a blocks-work flag you set per row, and a stops-work-first Dashboard that puts those items ahead of everything else
  • The single-point-of-failure read: a Crew Coverage matrix that shows where exactly one person carries a required card
  • Renewals you can see coming: a Renewal Pipeline for items in motion and a 90, 60, 30 day countdown with a checklist at each checkpoint
  • Named correctly, on purpose: EPA Section 608 as the federal certification it is, and OSHA 10 and 30 hour as the course-completion cards OSHA describes, not as certifications

The workbook structures your entries and does the date math. It does not tell you which licenses your jurisdiction requires, and requirements and renewal intervals vary by jurisdiction, trade, and issuing body, so confirm the rules with the issuing body or your licensing authority.

One-time purchase Instant download Editable files 14-day guarantee

One editable Excel workbook with a Word and PDF verification log, general business information, not legal or tax advice. It tracks the licenses and cards you enter against the intervals you set; it does not decide which credentials your work requires, and licensing requirements vary by jurisdiction and change, so confirm what applies to your work with the issuing body or qualified counsel before you rely on this.

Last reviewed June 2026

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Editable filesExcel, Word, PDF
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What you get

One workbook, eight tabs, plus the verification walk

Everything runs in a single Excel file that also works in Google Sheets, with a fictional mechanical contractor pre-filled on every tab. Amber cells are yours to edit; white cells calculate. The Product License and a one-page Google Sheets guide are included.

PDFStart here

Start Here Guide

What each file does, the four setup steps, and the rules of the road. One page, read it first.

XLSXExcel

Requirement Catalog + Crew Roster

Map the credentials your roles require, then list your crew. Every other tab reads from these two.

XLSXExcel

License and Card Register

Each license and card with jurisdiction and renewal interval you set. Days to expiration and status calculate on every row, and an expired blocks-work item turns the row red.

XLSXExcel

Crew Coverage + Renewal Pipeline

A coverage matrix that shows where exactly one person carries a card, and a pipeline for the items in renewal with a 90, 60, and 30 day countdown.

XLSXExcel

Stops-Work-First Dashboard + Definitions

The cards that idle a crew put ahead of everything else, with a plain-language Definitions tab for every status and flag.

DOCXWord and PDF

License Verification Log and Renewal Checklist

The quarterly sight-check walk in five steps, a printable verification log, the renewal countdown with a checklist at each checkpoint, the new-hire verification step, and a completed example with the gaps it caught.

PDFGuide

Using This Workbook in Google Sheets

A one-page note on importing the workbook and what to confirm after the import.

How it works

Map the credentials, then keep the register honest

Map your role requirements, list your crew, and enter the cards. The workbook opens pre-filled with a mechanical contractor so the logic is clear before you change anything.

STEP 01

Map requirements and the crew

Set the credentials your roles require on the Requirement Catalog, then list your people on the Crew Roster. Type over the samples.

STEP 02

Enter the cards and set blocks-work

Record each license and card with its jurisdiction and renewal interval, and mark per row whether a lapse pulls someone off the job. Days to expiration and status calculate.

STEP 03

Work the Dashboard and the quarterly walk

Read the stops-work-first Dashboard, work the renewals in the pipeline, and run the quarterly sight-check so the register matches the cards people can produce.

The standard

A working tracker, named correctly, honest about its limits

It opens pre-filled so you can see how every tab behaves, it puts the cards that stop a job first, and it names credentials the way the issuing bodies do.

One expired card can idle a crew, fail an inspection, or stall a permit pull, and the office usually finds out the hard way. This register calculates days to expiration on every row, turns an expired blocks-work item red, and puts it at the top of the Dashboard before it costs a job.
Stops-work items first. You decide per row whether a lapse pulls someone off the job, and the Dashboard surfaces those items ahead of everything else, so the card that idles a crew is the one you see first.
Named correctly, on purpose. EPA Section 608 is the federal certification it is, and OSHA 10 and 30 hour are the course-completion cards OSHA describes, not certifications. Every pre-filled interval is flagged as a sample in the same row.
It tracks your rules; it does not invent them. Jurisdiction and renewal interval are your entries. It is general information, not legal or tax advice, and requirements vary by jurisdiction and change, so confirm what applies with the issuing body or your licensing authority.
Is this for you

Who it is built for

Who the workbook fits, and where to go if your need is something else.

Built for

  • A contractor or office manager tracking trade licenses, EPA 608, and OSHA cards across a crew.
  • A shop up to about fifty people with two to three tracked items each that needs the office to see a lapse before a crew is idled.
  • A field operation that needs the blocks-work read and a quarterly verification walk, not a spreadsheet nobody has audited.

If your need is different

Questions

Before you buy

Does it tell me which licenses my jurisdiction requires?
No, and that is deliberate. Requirements and renewal intervals vary by jurisdiction, trade, and issuing body, and they change. The workbook structures your entries and does the date math; you confirm the rules with the issuing body or your licensing authority.
Is blocks-work automatic?
You decide per row whether a lapse pulls someone off the job. The Dashboard then surfaces those items first, ahead of everything else.
How many people can it track?
It holds 120 register rows, 40 roster rows, and 30 catalog requirements, enough for most shops up to about fifty people with two to three tracked items each. If you outgrow it, email support@truestephr.com and we will size it up for you.
Do I need special software?
No. The workbook opens in Excel or Google Sheets, the checklist opens in Word with a PDF copy, and a short guide for the Sheets path is included.
What is the refund policy?
Digital products are covered by a 14-day money-back guarantee. See the refund policy for the full terms.
What happens after I buy?
Checkout delivers an instant download link, and a receipt with the same link arrives by email. Open the workbook, map your role requirements, list your crew, and enter the first cards. If a file gives you trouble, email support@truestephr.com.
Can I expense this purchase to my business?
Most customers buy TrueStep HR tools for business use, and a tool you use for work often qualifies as a deductible business expense. Whether it does for you depends on your situation, so confirm with your accountant or tax professional. Your receipt arrives by email at checkout and works as documentation.
Free guide

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Get the kit

One register, the cards that stop a job first

Your roles, your crew, and the intervals you set: the workbook turns them into days to expiration on every row, the blocks-work flag, the coverage read, and the quarterly walk that keeps it honest.

$49
One-time purchase, no subscription

Recordkeeping and planning support, not legal or tax advice. Last reviewed June 2026.