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Trades Team License Compliance Tracker
Nobody walks past a dispersed field crew's desk. An unlicensed tech on a job is direct insurance and liability exposure for the firm, and a central roster replaces chasing certificates by text message. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- Central roster for staff who are never in the office
- Brokers, salespeople, electricians, HVAC techs and contractors together
- Expired in red, at risk in amber, rolled up per person
- Course categories built around code and safety requirements
- Counts of on track, at risk and expired across the crew
- Opens in Excel and in Google Sheets
$16.00one-time, no subscription
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What it does
- Central roster for staff who are never in the office
- Brokers, salespeople, electricians, HVAC techs and contractors together
- Expired in red, at risk in amber, rolled up per person
- Course categories built around code and safety requirements
- Counts of on track, at risk and expired across the crew
- Requirements editable per trade, since state rules vary widely
- Certificate-saved flag, for insurer and client requests
- Cycle windows tracked per person, per license
What it looks like


Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- Team
- CE Log
- Requirements
- Getting Started
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets — upload to Drive and open
- No macros, no add-ins, no subscription
Honest scope
This tracks what you enter about your own licences. Renewal requirements vary by state and by board and they change; the authority on yours is your licensing board, not this file.
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