Service Tech Hiring Kit
Hire techs with large-employer rigor. You get the hiring field guide, a scorecard and pipeline tracker, and the scripts and templates for every step from screen to offer.
Previews are taken from the deliverable itself.
Home services compliance
Tech License and Credential Renewal Tracker
Every license, certification, and renewal date in one tracker, with the field guide and the scripts for the expiring-credential conversation.
$29
- Editable operating files, not a subscription
- Immediate access through the secure TrueStep HR store
- Built and reviewed under the published TrueStep HR standard
Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.
Need it working, not sitting in Downloads?
Add a one-hour setup session · $149
Bring the purchased tool and your live situation. A TrueStep HR practitioner helps you set the inputs, make the first decisions, and leave with a usable next step.
See the Setup Session →What this closes
A practical system that moves the decision into real work.
Set the amber As of date, then enter the license and fleet layers first. Nothing sits waiting because a card lapsed quietly in a glovebox.
DecisionPrepare for an audit
IndustryHome services
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.
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 · readThe Credential and Renewal Field Guide: the tracking list for a licensed, mobile trade, the As of date habit, the three-touch renewal sequence, the first-day clearance, and the records-check playbook (PDF to read)
Excel · useTech License and Credential Renewal Tracker: 150 tracker rows with computed Days remaining and Status, a common items starter library, a 150-row safety and training hours log, and a summary with a by-technician block (Excel to use)
PDF · readRenewal Scripts & Templates: the renewal reminder sequence, the annual training plan conversation, the lapse conversation, plus the first-day clearance page, the written reminder set, and the fifteen-minute quarterly review (Word to edit)
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 2).
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased (file 4).
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward (file 5).
Also in the download: Renewal Scripts and Templates (PDF, file 7; editable Word, file 8). Every file is in the same folder, named with the number shown here so the steps below point straight at it. Open these in Word to change the wording for your own company before you use them.
How to use it
Your first 15 minutes
Step 1 is The Credential and Renewal Field Guide, file 6, and the 4 steps below run in the order they are numbered.
Skim the Field Guide, sections 1 and 2. Ten minutes, and you know exactly what belongs on your list and why the tracker has no macros.
Open the Tracker, set the amber As of date, and enter the license and fleet layers first: trade licenses and driver licenses for every technician. That is the two-minute proof; most shops find a row that pays for the kit.
Finish the list from the Common Items tab and your own board, carrier, and program sources, then run the first-day clearance from Scripts & Templates on your next hire.
From then on: set the date every open, log completions weekly, run the three-touch sequence when a row turns Due soon, and read the Summary monthly with the quarterly review template.
Before you buy
Clear answers to the practical questions.
The point of a product page is to let you judge the work before checkout.
What exactly do I receive?
6 PDF guides, 1 Word document, 1 Excel workbook, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.
Are these the real screenshots?
Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.
Can I use the files in my business?
The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.
What if I need help applying it?
Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.
Extend the system
Build on this decision.
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