Trade licences and technician certs, tracked per tech and per van.

Split them into two lists: licences held by the business, and certifications held by each technician. Put each one on a record with the expiry date, the document and an owner, then run reminders on a fixed cadence. In ExpiryEdge reminders fire at 90, 60, 30 and 7 days to the technician and the office, and anything overdue escalates to the owner. Licensing rules differ by state, province and country, so record each licence per jurisdiction and confirm renewal requirements with the issuing authority.

Write down every renewal date once, in one place, with reminders that reach your phone. For a sole trader that usually means a contractor or electrical licence, continuing education if your licensing body requires it, general liability insurance, a bond if your work needs one, van insurance and your driver licence. ExpiryEdge sends SMS or WhatsApp reminders 90 days out, so there is time to complete CE hours or get a broker quote before the policy ends.

Create a record per technician per credential: gas engineer registration and competency certificates, refrigerant handling certification, and electrical licence, each with its expiry or renewal date and a copy of the card. Some of these renew on a fixed cycle, some carry separate competency assessments, and some do not expire at all, so record what the issuing body sets. Filter by credential type to see which technicians can be dispatched to which kind of job today.

Make each van a record with its insurance policy, registration and roadworthiness or inspection date, and attach the documents. Assign a fleet owner. Reminders go out ahead of each date and the calendar view shows every van renewal for the coming months. Inspection requirements and intervals depend on the country, state and vehicle class, so set the due dates from your local rules.

Put each bond and each policy on its own record with the policy document, the broker or surety, the renewal date and an owner. Start reminders at 90 days, because underwriting and quotes take time and some customers or licensing bodies require proof of continuous cover. If a renewal is not logged by the date, ExpiryEdge escalates it to the owner. Bonding and insurance requirements vary by jurisdiction and contract, so check what yours require.

Yes. Each reminder can go to the technician by SMS or WhatsApp and to the office by email, Slack or Microsoft Teams at the same time. Technicians can upload the renewed card from their phone through a link without logging in, which updates the record and schedules the next reminder.

No. ExpiryEdge does not verify licences with licensing boards or file renewals on your behalf. It holds the dates and documents you enter or import, reminds the right people before each one lapses, and keeps a timestamped record of who was told and when. To confirm a licence is active, check with the issuing authority.