Tech License and Credential Renewal Tracker

Keeping technician licenses and credentials organized helps you plan renewals and confirm who is cleared for work. The Credential and Renewal Field Guide covers what to track in a licensed, mobile trade, how to use the As of date, the three-touch renewal sequence, first-day clearance, and the process for checking records. The Excel tracker includes 150 rows with computed days remaining and status, a common items starter library, a 150-row safety and training hours log, and a summary with information organized by technician. The Word file includes the renewal reminder sequence, the annual training plan conversation, the lapse conversation, the first-day clearance page, the written reminder set, and the fifteen-minute quarterly review. General information, not legal or tax advice. Editable in Word, Excel, or Google Docs and Sheets. One-time 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.

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. Questions? Email support@truestephr.com.