Running an HVAC, Plumbing or Electrical Shop? The Software That Keeps Your Licences, Agreements and Warranties Current
ExpiryEdge is the one tool that covers the dates, renewals and outside documents across all three trade-shop deadlines: technician licences, maintenance agreements and warranty registrations. It texts the engineer whose ACS is due, reminds the homeowner to register a new heat pump inside Trane's 60 days, and chases the restaurant group for its signed PM contract, at a price you can see.
It won't dispatch a tech or bill a member. For memberships with booked visits and billing, ServiceTitan is the pick for multi-truck shops and Housecall Pro for smaller ones. If a customer or insurer wants each licence checked against the issuing board, add Certemy. For warranties, ServiceTitan keeps the dates on the equipment record, but nothing we checked files the registration for you.
We make ExpiryEdge. The verdicts on other tools summarise our three full comparisons, which used each vendor's own pages as of 7 November 2026, and the links below go to those sources.
| Problem | ExpiryEdge covers | Best specialist | Full comparison |
|---|---|---|---|
| Technician licences and certifications | Licence, card and CE dates, with techs uploading from a link | Certemy, for source checks | Best technician license tracking software |
| Maintenance agreement renewals | Renewal dates, e-signed contracts, scheduled PM checklists | ServiceTitan, or Housecall Pro for smaller shops, to book and bill visits | Best maintenance agreement renewal software |
| Warranty registrations and end dates | Registration deadline per install, homeowner reminders | ServiceTitan equipment records | Best warranty registration tracking software |
A week in a trade shop that runs ExpiryEdge beside its job software
ExpiryEdge keeps dates and documents from lapsing around your job software. Here's what that looks like day to day:
- A gas engineer gets a WhatsApp message 90 days before his ACS reassessment, then uploads the new certificate through a no-login link. If it hasn't arrived by day 14, his manager hears about it.
- Every heat pump install becomes a record with a registration due date. The homeowner gets an SMS asking them to confirm registration and upload the certificate, and the office sees every unit still unfiled.
- A restaurant group's rooftop unit contract renews in March. Its facilities manager gets a renewal request to sign by e-signature, and each quarterly PM visit runs as a scheduled checklist with a record of who did it.
- Your subcontracted electrician sends a renewed insurance certificate and licence through the same kind of request link, and the company's own Gas Safe registration and liability policy sit on the same dashboard.
Our trades and home services page shows these setups, and the warranty tracking page covers installs. The four plans, from $29 to $199 a month, are listed on the pricing page.
Technician licences: chase the tech, not the spreadsheet
Our technician license tracking comparison ranks ExpiryEdge first for most trade shops. It holds each tech's licences and CE hours next to the company's own registrations, and texts the tech a no-login upload link before anything lapses.
Certemy comes second, and it's the one to pick if a customer or insurer wants each licence checked against the issuing board. Connecteam suits crews already on its app, Expiration Reminder fits BambooHR users, and Commusoft records engineer qualifications for UK dispatch. ServiceTitan, Housecall Pro and Jobber don't list licence expiry tracking on the pages we read.
Watch the company-level dates as well. A UK firm's F-gas certificate renews every three years and its Gas Safe registration every year. Those belong to the business, not to any one engineer, so a people-only HR tool won't see them. Put them in the same tracker as the techs' cards, with the office manager as owner.
Maintenance agreements: your job software sells them, something has to renew them
The maintenance agreement comparison lists ExpiryEdge first, for the renewal dates and signed contracts around your job software. ServiceTitan is the pick for running the memberships. They set the price and the included visits, generate visit events up to 12 months ahead and renew automatically or in bulk. Housecall Pro suits smaller shops, with service plans on its Max plan at a published $299 a month billed yearly.
The leak is rarely the sale. It's the renewal that nobody asked for and the spring visit that never got booked, so the customer feels they paid for nothing. Whatever you use, check that it shows unscheduled visits and agreements expiring in the next 60 to 90 days on one screen.
ExpiryEdge doesn't book visits or bill cards, so pair it with ServiceTitan or Housecall Pro if you need that. On its own it fits small shops with a few dozen agreements and commercial PM contracts that don't suit a residential membership model. FieldEdge, Successware, Service Fusion and Commusoft suit established shops in the US and UK.
Warranty registrations: the gap no job software closes
The warranty registration tracking comparison lists ExpiryEdge first, for the registration deadline on every install. ServiceTitan is still the pick for shops already on it: manufacturer and labour warranty dates sit on each equipment record, and techs see the status before they quote.
But Carrier gives you 90 days to register and Trane 60, and none of the job software pages we read describe a reminder before that window closes. ExpiryEdge turns each install into a deadline with an owner. Successware and FieldEdge store warranty dates for their users, and Service Geeni suits UK commercial equipment firms.
Register from the office if you can. You control the timing and keep the confirmation number, which you'll want in year six when a compressor fails and the homeowner can't find the paperwork.
Licence, gas and F-gas dates, with who sets each one
Most missed renewals in a trade business come from a date that nobody owned. Here are the recurring ones, with the source for each.
| Deadline | How often | Source |
|---|---|---|
| Gas Safe registration (UK) | Every year | GOV.UK |
| ACS gas assessments (UK) | Every 5 years | IGEM |
| F-gas company certificate (UK) | Every 3 years | GOV.UK |
| Landlord gas safety check (UK) | At least every 12 months; tenant copy within 28 days | Gas Safety Regulations 1998, reg 36 |
| Building regulations compliance certificate (UK) | Within 30 days of completion | GOV.UK |
| EPA 608 technician card (US) | Never expires; keep proof | EPA |
| Texas electrician licence (US) | 4 hours of CE before each renewal | TDLR |
| Carrier registration | Within 90 days of install | Carrier |
| Trane registration | Within 60 days of install | Trane |
The UK sources are GOV.UK's pages on Gas Safe registration, F-gas company certification and building work certificates, IGEM's ACS assessment page, and regulation 36 on legislation.gov.uk. The US rules come from the EPA and TDLR. Registration windows come from Carrier and Trane.
Day one is a list of every dated item: a one-week setup
Day one: list every dated item in the business. That means techs' licences and cards, the company's registrations and insurance, vans, commercial contracts and last quarter's installs. Most shops find 50 to 300 items.
Day two: give each item an owner. A licence belongs to the tech, a registration to the office manager, a contract to the account's salesperson. Anything without an owner is the one that lapses.
Day three: set reminder schedules. Use 90 days for anything that needs a course, an exam or a third party, and 30 days for simple renewals. Add escalation to a manager for anything overdue.
Day four: import the list. A CSV with custom fields works for most tools, including ExpiryEdge.
Day five: send the first round of requests. Ask every tech for a photo of each card, and every commercial customer for their signed contract, through one request link each.
Day six and seven: review what came back. Approve the good uploads, reject the blurry ones with a comment, and the tech or customer fixes only that item.
Then leave it a week and see what's still missing. The gaps tell you which tool, if any, you still need.
Frequently asked questions
With a handful of vans, start with ExpiryEdge. It's $29 a month for one user and tracks licences, insurance, warranty registrations and contracts, and it texts whoever has to renew. If your crew already clocks in on Connecteam, its document alerts are worth a look first, since it's $0 for up to 10 users.
Usually, yes. ServiceTitan, Housecall Pro and Jobber run jobs and agreements, but their pages don't list licence expiry tracking. Most shops pair job software with a tracker like ExpiryEdge, Certemy or Expiration Reminder for licences.
Gas Safe is every year, says GOV.UK. ACS is every five years, says IGEM, and you can't register on qualifications older than that. So you've got two dates per engineer. Start chasing about 90 days out, because assessment slots fill up.
Not among the tools we checked. ServiceTitan, Successware and FieldEdge store warranty dates on equipment records, but registration still happens on the manufacturer's site. ExpiryEdge tracks each registration deadline, 60 days for Trane and 90 for Carrier, and reminds whoever has to file it.
No. ExpiryEdge doesn't dispatch techs, price jobs or bill customers. It tracks the dates and documents around them: licences, insurance, warranty registrations and commercial contracts. Many shops run ServiceTitan for jobs and ExpiryEdge for those renewals.
