Crew credential tracking
Track every license, certification, training, and renewal date for every tech. Auto-alerts before expiration.
For Trade Companies
Keep your crew, credentials, and job documents ready.
Track licenses, insurance, equipment records, vehicle docs, job photos, and compliance paperwork from one organized portal. Know who's cleared to work before the job starts.
Sound familiar?
The things that slow your jobs down.
If any of these have hit your shop in the last month, KeepCert was built for trade companies like yours.
A tech shows up to a job and you realize their EPA 608 expired last week
Your COI is requested for a building permit and the latest one is buried in your inbox
Your insurance lapsed during a high-value job and nobody noticed
A property manager refuses to dispatch your crew because credentials weren't shared correctly
Your equipment maintenance records are spread across spreadsheets, email, and texts
You're rebuilding compliance documents every time you bid a new contract
Built for the trades
Every credential, every COI, every job document , in one portal.
Vehicle and equipment records
Document service history, insurance, registrations, and inspection dates for fleet and major equipment.
Job photos and documentation
Attach before/after photos, receipts, signatures, and notes to every job. Searchable, shareable, never lost.
Insurance and COI management
Upload, track, and share Certificates of Insurance with the right contacts. Automatic expiration alerts.
AI compliance briefing
Daily AI-generated summary of who's cleared, what's expiring, and what needs action. Read in 30 seconds.
Public verification links
Share clean compliance proof with property managers, GCs, and inspectors via secure link. No more emailing PDFs.
How teams use it
Three workflows you'll run every week.
Workflow 1
Onboarding a new technician
- 1Add the tech's name and contact info in seconds
- 2Upload their licenses, certifications, and ID via AI scanner , fields auto-extract
- 3Set expiration alerts automatically based on document type
- 4Tech is ready to be dispatched on day one with full compliance proof
Workflow 2
Responding to a COI request
- 1Property manager calls asking for current COI
- 2Open KeepCert, find your insurance documents in one click
- 3Share via secure link or download instantly
- 4Property manager confirms compliance in 5 minutes instead of 2 days
Workflow 3
Preparing for an inspection
- 1Inspector requests proof of compliance for the job
- 2Generate a branded compliance report from the dashboard
- 3Includes all relevant credentials, COIs, and job documentation
- 4Inspector approves on the spot, work continues without delay
A look inside
See your compliance status at a glance.
FAQ
Common questions
Does KeepCert work for any trade?
Yes. KeepCert tracks compliance documents for any service trade , HVAC, plumbing, electrical, roofing, concrete, fire protection, and more. Setup adapts to your trade's specific certification requirements.
Can I track my whole team's credentials, not just employees?
Yes. KeepCert handles W-2 employees, 1099 contractors, and seasonal labor. Each tech has their own profile with their specific credentials and expiration dates.
What happens when a credential is about to expire?
KeepCert alerts you 60, 30, and 7 days before expiration via email. The dashboard also flags upcoming expirations. The AI briefing surfaces them in your morning summary.
How do I share compliance proof with property managers and GCs?
Generate a secure verification link. The recipient sees only what you choose to share , current credentials, COIs, and recent job documentation. No login required for them.
Does the AI briefing actually help, or is it just a gimmick?
It's pulled from your real data daily. It tells you who's cleared, who has expirations approaching, and what action items need attention. Most users read it in under 30 seconds and skip the dashboard entirely on routine days.
What's included in the free trial?
Full Pro access for 14 days. You can add your full team, upload all your documents, and generate compliance reports during the trial. AI features unlock when you start a Pro plan.
Can my team access KeepCert too?
Yes. Pro plan supports up to 30 team members. Each tech can log in to their own portal to update their info, upload documents, and see their own compliance status.
What if I have offices in multiple locations?
Pro plan supports up to 1 location. Elite plan supports unlimited locations. Both let you organize teams and documents by location.
Stop chasing paperwork before work can start.
KeepCert gives trade companies a single source of truth for crew, credentials, equipment, and compliance , so you can focus on running jobs, not chasing documents.