Features
Everything you need to stay compliant
From credential tracking to vehicle inspections, KeepCert handles the compliance work so you can focus on running your business.
Credential Tracking
The core of KeepCert — a single source of truth for every license, certification, and credential across your company.
Centralized credential database
Every technician's licenses, certs, and credentials stored in one place. No more filing cabinets or scattered spreadsheets.
Trade-specific checklists
KeepCert automatically generates the required credential list based on your trade (HVAC, plumbing, electrical) and state.
Document storage
Technicians upload photos or PDFs of their credentials. Documents are stored securely and accessible from any device.
Status at a glance
See which credentials are valid, expiring soon, expired, or missing — across your entire workforce in real time.
Alerts & Notifications
Never miss an expiration again. KeepCert watches the dates so you don't have to.
Automated email alerts
Get notified 60, 30, 15, and 7 days before any credential expires. Customizable per company.
SMS notifications
Send text reminders directly to technicians and office staff when action is needed.
Custom alert schedules
Set your own notification windows. Some companies want 90 days notice, others want 14.
Alert dashboard
View all pending, sent, and failed alerts in one place. Track delivery status.
Dashboard & Reporting
Real-time visibility into your company's compliance status with actionable insights.
Compliance dashboard
See your overall compliance rate, filter by technician or status, and identify issues before they become problems.
PDF compliance reports
Generate professional reports for audits, bids, and inspections. Includes company and individual technician reports.
Shareable verification links
Share a public URL with GCs, property managers, or inspectors. They see real-time compliance status — no login required.
Upcoming expirations view
See what's expiring next across your entire company, sorted by urgency.
Vehicle & Equipment
Track compliance for your fleet and tools alongside your technician credentials.
Vehicle tracking
DOT inspections, registrations, insurance, emissions — all tracked with the same status and alert system.
Equipment compliance
Calibrations, inspections, certifications, warranties — never miss a calibration due date.
Asset assignment
Assign vehicles and equipment to technicians. They see their assigned assets in the tech portal.
Maintenance reports
Technicians can submit pre-trip inspections, maintenance logs, and incident reports from their phone.
Technician Portal
Give your technicians their own view to manage credentials, vehicles, and equipment.
Self-service credential upload
Techs snap a photo of their license from their phone and it's instantly in the system.
Upload links
Generate a one-time link for a technician to upload documents — no account required.
Vehicle & equipment view
Technicians see only their assigned assets and can upload compliance documents directly.
Password management
Techs can change their own password from the settings page.
Team Management
Control who can see and do what across your organization.
Role-based access
Owner, Admin, and Viewer roles. Admins can manage technicians and credentials. Viewers can see but not edit.
Team invites
Invite team members by email. They join with the role you assign.
Seat management
See how many technician seats you're using vs. your plan limit.
Forms & Inspections
Build custom forms and assign them to vehicles and equipment for field inspections.
Form builder
Create custom forms with text, number, checkbox, dropdown, date, photo upload, and yes/no fields.
Asset-linked forms
Assign forms to specific vehicles, equipment, or entire categories. Forms show up on the asset's page.
Frequency scheduling
Set forms as daily, weekly, monthly, quarterly, annually, or one-time. Overdue forms are flagged.
Submission history
View all submitted forms with filters by form type, technician, and date. Export to CSV.