Never lose another warranty to a lapsed cert
PocketTech is the only field service platform that tracks every permit on every job and every certification on every tech. Renew before the lapse, not after the inspection fails.
Included in every PocketTech plan — $50/seat/month
Every permit, every inspection, one place
Track mechanical, electrical, gas, plumbing, and building permits on each job. Status moves from draft → applied → issued → inspected → closed with timestamps captured automatically. Upload the issued permit from the field — no more chasing paperwork from the office.
- Permits attach to the job, with status, fees, jurisdiction, and inspection date
- Field techs upload the issued permit photo straight from the truck
- Overdue inspections surface on the compliance dashboard the moment they pass due
Credential reminders before the renewal deadline
Track HVAC licenses, EPA Section 608, NATE, manufacturer certs, and driver's licenses for every tech. The system emails the tech and the office at 90, 30, 7, and 0 days — and resets when you renew. No more last-minute scrambles or jobs paused at the dispatcher's desk.
- Renewal reminders at 90, 30, 7, and 0 days — auto-tuned per credential
- A lapsed EPA 608 voids manufacturer warranties; we won't let it lapse silently
- Renew a cert and the reminder cycle restarts automatically
A compliance dashboard your auditor will love
Open one screen and see every credential expiring in the next 30 days, every open permit on every job, and every overdue inspection. Filter by technician, export to PDF for an EPA audit, and prove compliance in minutes — not days of digging through filing cabinets.
- Single dashboard for expiring credentials, open permits, and overdue inspections
- Sortable, filterable, and audit-ready
- Built for the manager who has to answer "are we covered?" on a Monday morning
Permit & Credential Compliance capabilities
Cert Expiry Tracking
HVAC licenses, EPA 608, NATE, and manufacturer certs with auto-tiered expiry chips.
90/30/7-Day Reminders
Multi-threshold email + in-app notifications routed to the tech and the office.
Permit Tracking
Status pipeline from draft to closed, with fees, inspection dates, and attachments.
Compliance Dashboard
Every expiring credential and every open permit, sorted by urgency.
Field Upload
Techs photograph the issued permit from the truck — no more office handoffs.
Audit-Ready Records
Every status change, every renewal, every attachment — timestamped and exportable.