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Templates & Compliance Guides
Purpose-built tools for specialty trade contractor license compliance — download and use immediately.
50-State Contractor Licensing Requirements Guide
Where contractor licensing is governed in every US state — the official authority, a verification link, and a register to record what you confirm.
License Renewal Master Tracker
Keep every contractor license and CE requirement current — across every state your team works in.
CE Hours Tracking Workbook
Log every continuing-education course your team completes and watch the running total close the gap to each license's CE requirement.
License Compliance Starter Bundle
The three original LicenseRoadmap tools — the 50-state reference register, the renewal tracker and the CE workbook — in one pack.
LicenseRoadmap Complete Kit
Every LicenseRoadmap tool — 22 registers, planners, trackers and checklist packs sharing one column schema — in a single purchase.
Multi-State License Register Workbook
The master multi-state license register — every technician, every jurisdiction, each authority and verification link carried.
Renewal Deadline Planner (12-Month, As-of Dated)
A rolling 12-month renewal calendar keyed to your As-of date — days-to-expiry and red/amber/green per license, nothing pre-dated.
Team CE Compliance Dashboard (Multi-Technician Roll-Up)
Consolidate every technician's logged CE hours against the required hours you verified — one shop-wide readiness view.
Technician Credential Onboarding Checklist Pack
New-hire credential checklists capturing licenses, class, EPA 608 type and jurisdictions — a verification framework, blank by design.
GC Prequalification Compliance Export Packet Builder
Assemble a GC-ready prequalification packet — license summary, entity data, insurance and bond references, verification links.
Lapse & Suspension Recovery Action Planner
Structure the recovery after a licence, bond or WC suspension — steps, owners and your verified reinstatement window.
Multi-Trade Endorsement & Class Matrix Workbook
Map every technician across trades, tiers and endorsements — see exactly which scopes each person can cover per jurisdiction.
Per-State Licensing-Authority Verification Worksheet Pack
One structured worksheet per jurisdiction for running and recording a verification pass. Framework only — it asserts nothing.
License & Renewal-Fee Budgeting Workbook
Enter every renewal fee, bond premium, CE course and exam cost, and total licence spend per technician and shop-wide.
Bond & Insurance Expiry Tracker (License-Linked)
Track each licence's linked bond, GL and workers'-comp expiry — and flag the gaps that can suspend a licence automatically.
Permit-Pull Authorization & Qualifier Tracker
Map which qualifier or administrator each jurisdiction relies on — and flag where losing one person stops you pulling permits.
Electrical Contractor License & CE Checklist Pack
An electrical-specific onboarding and renewal checklist pack — journeyman, master, administrator, and the state board framework.
Plumbing Contractor License & CE Checklist Pack
A plumbing-specific checklist pack — master and journeyman tiers, drainlayer and backflow endorsements, the state board framework.
HVAC Contractor License & EPA 608 Checklist Pack
An HVAC-specific pack tying mechanical licensing — often local — to each technician's federal EPA 608 type.
Roofing Contractor License & Registration Checklist Pack
A roofing-specific pack for a locally-registered trade — city and county registration, GC thresholds, statewide-vs-local.
Renewal Reminder Letter & Notice Templates Pack
Internal reminder-notice templates to send technicians ahead of a licence or CE deadline. Merge-field ready, no outside figures.
Low-Voltage / Specialty-Endorsement License Tracker
Track low-voltage and specialty endorsements — fire alarm, security, data cabling — each with its authority and expiry.
Quarterly Re-Verification Review Log & Changelog Workbook
A quarterly re-verification log: what was checked, by whom, against which authority, what changed, and when it is next due.
Stop-Work-Order Risk & Readiness Self-Audit Workbook
Score your exposure across expired licences, lapsed bonds, missing WC and CE shortfalls — a prioritised readiness list.
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