License and Certification Tracker, Trades Edition

Trade licenses, EPA 608 certifications, and OSHA cards all need attention, especially when crews work across different jobs and jurisdictions. An expired credential can idle a crew, cause an inspection failure, or delay a permit. Keeping the dates in one register and checking them against the actual cards gives the office a more reliable record than memory, a wall calendar, or an unverified spreadsheet.

The License and Certification Tracker, Trades Edition, brings credential records into one register. Days to expiration and status calculate on every row. You set the blocks-work flag to bring credentials that could stop a job to the top. A crew coverage matrix shows where one person holds a critical credential, and the field checklist helps you verify the records.

What is inside

• 1. Start Here (PDF). A two-page guide to what each file does, the four setup steps, and practical rules for using the tools. Begin here.
• 2. Trades License Certification Tracker (Excel). Eight working tabs: a Requirement Catalog for mapping requirements to roles, a Crew Roster, a License and Card Register with automatic days-to-expiration and status calculations on every row, a Renewal Pipeline for renewals in progress, a Per Person View, a Crew Coverage matrix showing where exactly one person holds a card, a Dashboard prioritizing items that stop work, and plain-language Definitions. Works in Excel or Google Sheets.
• 3. License Verification Log and Renewal Checklist (Word and PDF). A five-step quarterly check of the actual credentials, a printable verification log, the 90, 60, 30 day renewal countdown with a checklist at each checkpoint, the new-hire verification step, and a completed example showing the gaps identified.
• 4. Using This Workbook in Google Sheets (PDF). A one-page note on importing the workbook and what to confirm after the import.

Plus the Product License, one license covering everything in this kit.

What makes it different

The tracker opens with completed sample records from a fictional mechanical contractor. You can see how every tab works before replacing the sample crews and cards with your own. Expired blocks-work items turn the entire row red, and the Dashboard places them ahead of everything else.

You enter the jurisdiction and renewal interval for each requirement. Every pre-filled interval is marked as a sample in the same row. The workbook also distinguishes the credential types: EPA Section 608 is a federal certification, while OSHA 10 and 30 hour cards document course completion and are not certifications.

Questions contractors ask

Does it tell me which licenses my jurisdiction requires?

No. Licensing requirements and renewal intervals vary by jurisdiction, trade, and issuing body, and they change. You enter the requirements that apply to your work, and the workbook calculates the dates. Confirm those requirements with the issuing body or your licensing authority.

Is blocks-work automatic?

You set the blocks-work flag for each row based on whether a credential lapse prevents that person from working. The Dashboard then prioritizes those items ahead of everything else.

How many people can it track?

The workbook holds 120 register rows, 40 roster rows, and 30 catalog requirements. That covers most shops up to about forty people with two to three tracked items each. For a larger setup, email support@truestephr.com and we will expand the workbook to fit.

Do I need special software?

No. The workbook opens in Excel or Google Sheets, the checklist comes in Word and PDF, and a short guide covers the Google Sheets setup.

For the broader field HR process, the Construction and Trades Hiring Kit covers hiring, the Field Onboarding System guides the first weeks, and the Construction and Trades HR System combines the tools into one purchase below the cost of the parts.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

These working tools and editable templates help you track licenses and certifications consistently. They provide general HR information, not legal advice. Licensing requirements vary by jurisdiction and change, so confirm what applies to your work with the issuing body or qualified counsel before relying on the records.

Built to the TrueStep HR standard. Backed by a 30-day money-back guarantee. Questions: support@truestephr.com.