License and Certification Tracker, Trades Edition

One expired card can idle a crew, fail an inspection, or stall a permit pull, and the office usually finds out the hard way. Trade licenses, EPA 608 certifications, and OSHA cards get tracked from memory, a wall calendar, and a spreadsheet nobody has audited against the cards people can produce.

The License and Certification Tracker, Trades Edition, gives you 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.

What is inside

• 1. Start Here (PDF). What each file does, the four setup steps, and the rules of the road. One page, read it first.
• 2. Trades License and Certification Tracker (Excel). Eight working tabs: a Requirement Catalog you map to your roles, a Crew Roster, a License and Card Register where days to expiration and status calculate on every row, a Renewal Pipeline for items in motion, a Per Person View, a Crew Coverage matrix that shows where exactly one person carries a card, a stops-work-first Dashboard, and plain-language Definitions. Works in Excel or Google Sheets.
• 3. License Verification Log and Renewal Checklist (Word and PDF). The quarterly sight-check walk in five steps, 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 with the gaps it caught.
• 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

A working tracker, not a blank grid. It opens pre-filled with a fictional mechanical contractor so you can see how every tab behaves, then you type over the samples with your own crews and cards. Expired blocks-work items turn the whole row red, and the Dashboard puts them ahead of everything else.

It tracks your rules; it does not invent them. Jurisdiction and renewal interval are your entries, every pre-filled interval is flagged as a sample in the same row, and credentials are named correctly: EPA Section 608 as the federal credential it is, and OSHA 10 and 30 hour cards as the course-completion cards OSHA describes, not as certifications.

Questions contractors ask

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.

Scope

This kit is general information to help you track licenses and certifications in a clear, consistent, and defensible way. It is not legal or tax advice, and it is not a substitute for qualified counsel on your specific situation. 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.

Built by expert HR practitioners and leaders. Backed by a 14-day money-back guarantee. Questions: support@truestephr.com. Last reviewed June 2026.