Feature · Expiry Tracking

Set it once. Every deadline tracks itself.

Every licence, contract, certificate and insurance policy you hold has a date on it, and you're the one expected to notice it. ExpiryEdge holds each item and sends reminders on a schedule you pick. If nobody acts, it goes up to a manager. Once it's set up, it runs on its own.

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ExpiryEdge expiry tracking dashboard showing records with type, deadline, priority and assigned owner

Tracking that runs whether anyone remembers to check or not

Multi-step reminder sequences per item type

Live compliance dashboard across every team

Unlimited tracking categories

Risk flagging and automatic escalation

Quick answer

Expiry tracking software stores every document or deadline that has an expiry date (a premises licence, a forklift inspection, a supplier contract) and reminds people before it lapses. ExpiryEdge also gives each item a named owner, sends alerts by email, SMS, WhatsApp, Slack or Teams, and escalates when a date passes. A live dashboard shows what has expired, what is coming up and what is fine, for every team.

See it in action

Every deadline on one screen

The Expiries Dashboard puts type, deadline, priority and owner in one list you can search. Switch to the calendar to see what's coming up. Or filter by status and see only what needs doing today.

Filter by type, status or owner. Everything you track fits on one screen.

ExpiryEdge expiries dashboard listing all tracked records with status indicators and assigned owners
ExpiryEdge calendar view showing expiry deadlines spread across days with colour-coded status
The calendar shows every upcoming expiry, day by day.
ExpiryEdge add expiry form for creating a new tracked record with reminder schedule
Add an item, then set its deadline and reminders once.
How it works

From a date in your head to a control that runs itself

1
Add the item

Enter the licence, contract or certificate and its expiry date. Got a spreadsheet already? Import it in one go.

2
Set the cadence

Choose when reminders go out for each item type, for example 90, 30, 7 and 1 day before expiry.

3
Assign an owner

Name the person responsible and the manager who gets the escalation if nothing happens.

4
Let it run

ExpiryEdge sends every reminder on time and marks anything at risk on the dashboard. You do nothing.

How the tracking works

Tracking that works in the background

Reminders on a schedule you set
Multi-step sequences per item type

A contract might need alerts at 90, 30, 14 and 7 days. Equipment servicing might only need 30 and 7. You set each rule once and ExpiryEdge sends every reminder on time. If a deadline passes and nobody acts, it goes to the next person up.

Custom cadence per category

Email, SMS, WhatsApp, Slack, Teams

Automatic escalation on overdue items

90dreminder30dreminder14dreminder7dreminderExpiry
Anything with a deadline
One record type for every obligation

Licences, contracts, insurance, staff certifications, equipment dates, vendor agreements, permits, software renewals. If you need another type, add as many custom categories as you like. Each record keeps its own documents, owner and reminder rules.

Unlimited custom categories

Documents attached to each record

Recurring renewals supported

Public liability insuranceRenews in Renews in 84 daysValidFood safety certificateRenews in Expires in 12 daysExpiringVendor contractRenews in Lapsed 3 days agoExpired
Add an item in seconds
A live dashboard that never goes stale

Add a record and set its reminders. It shows up on the dashboard straight away, coloured by how close it is to lapsing. Filter by team or location to see what needs you today. When an inspector asks, pull an audit pack there and then.

Risk status: expired / expiring / healthy

Filter by team, location or category

Spreadsheet import for your existing backlog

ExpiryEdge add expiry screen showing fields for deadline date, category, owner and reminder schedule
Who this is for

Who relies on automated expiry tracking

Operations Managers

The spreadsheet goes stale, and you find out something lapsed when the wrong person phones. ExpiryEdge tracks every licence and contract for every team. It sends the reminders whether anyone opens it or not.

HR Managers

Track when each person's certificates run out. Staff and their line managers hear about it before a food hygiene course or a nursing registration lapses.

Franchise & Multi-Site Operators

See licence and permit dates for every site on one dashboard. When a site falls out of date, the right manager hears about it at once.

Legal & Contract Managers

Keep each vendor agreement with its signed copy and a run of reminders. You start renegotiating months out, not the week before it rolls over.

Health & Safety Officers

Track LOLER and PAT test dates, safety certificates and permit renewals. When one goes overdue, the reminder moves up to a manager.

Compliance Officers

Keep a live record of every item that you can hand to an auditor. One click exports it, so you can show where you stand on any day you're asked.

How it compares

Why a spreadsheet is not enough

ExpiryEdgeSpreadsheetCalendar
Automatic multi-step reminders
Multi-channel alerts (SMS, WhatsApp, Slack, Teams)
Escalation when deadlines pass
Named ownership per item

Manual

Documents stored with the record
Live risk dashboard

Manual

One-click audit export

Manual

Frequently asked questions

Anything with an expiry date. Typical examples are business licences, staff certifications, insurance renewals, vendor contracts, equipment servicing, right-to-work visas and ID, health and safety inspections, software license renewals and leases. If your item doesn't fit a built-in type, you can make your own category for it.

When you add an item, you pick when the reminders go out: say 90, 30 and 7 days before expiry, plus the day before. ExpiryEdge sends each one on time to the person you named, on the channel they use (email, SMS, WhatsApp, Slack or Teams). After that you don't touch it.

It escalates. If the date passes and nobody has marked the item done, ExpiryEdge alerts the manager you chose. You can set several levels, for example the owner first, then their manager, then a director. A lapsed certificate can't sit there quietly.

Yes. Upload a CSV or Excel file and match your columns to ours (expiry date, owner, category). Check the preview, and every row in the old sheet starts getting reminders straight away.

A spreadsheet only works if someone opens it and chases people. ExpiryEdge does the chasing. It sends the reminders on several channels, escalates when a date passes, names an owner for every item, keeps the documents on the record and gives you a report an auditor will accept. A spreadsheet holds the dates. ExpiryEdge makes sure someone acts on them.

Stop tracking expiry dates manually

Put every licence and contract in one place for all your teams. Then let the reminders go out without you.