Licence, insurance and certificate expiry tracking

Nothing lapses.
Nobody has to remember.

Licences, insurance certificates, registrations and contractor paperwork tracked from your documents, with renewals requested before they expire and a weekly list of what's due. For trades, builders, clinics and property managers.

Book a free callSee how it runs
A private server for your businessYour data never trains AIYou approve what matters

The short answer

Expiry dates for licences, insurance and contractor paperwork can be tracked automatically from the documents you already have. The dates are read from the certificates in your inbox and Drive and kept in one sheet, and renewals are requested in good time. When something gets close, you hear about it in Slack, with what you need to renew.

Reduces risk

How it runs.

  1. 1Documents are readCertificates of currency, licences and registrations, from your inbox and Drive.
  2. 2Dates go in one sheetWho, what, number and expiry, in a Google Sheet you can open any time.
  3. 3Renewals requestedSubcontractors and staff get a polite email asking for the new certificate, 30 days out.
  4. 4Reminders to youFor your own licences and policies, with the renewal details.
  5. 5Chased until it arrivesThe new document is filed and the date updated.

What waits for your yes: Requests to staff and contractors run on their own once you've approved the wording.

#ridgeway-builders · 8:02am

Compliance this week. Requests sent this morning:

Coastal Roofing · public liabilityExpires 14 Nov · new certificate requested16 days
J. Marsh · white cardReceived Tuesday · filedDone
Your builder's licenceRenew by 30 Nov · link in thread32 days
Volt Electrical · on site todayInsurance lapsed 25 OctCheck

Runs in the tools
you already use.

Each one is connected through your own account, with only the access this workflow needs.

Google WorkspaceGmail, Drive and Sheets
Microsoft 365Outlook and SharePoint
PropertyMeProperty compliance dates
AroFloJobs and compliance records

Tools Feltlab works with, not partners or endorsements.

Who it's for.

Each industry page lists the tools, the other workflows and where most businesses start.

Trades

Quotes drafted. Invoices chased. Bills filed.

Quotes drafted from site notes, overdue invoices chased, supplier bills filed in Xero and missed calls answered. Admin automation for electricians, plumbers, aircon and roofing businesses in Australia.

See the workflows

Builders and renovators

Supplier bills filed. Clients updated. A Monday job brief.

Progress claims and variations drafted, supplier invoices filed in Xero, subcontractor paperwork tracked and clients kept up to date. Admin automation for small building companies in Australia.

See the workflows

Property managers

Compliance tracked. Notices sent on time.

Maintenance requests triaged and sent to trades, arrears chased on your schedule, inspection reports drafted and owner updates written. Automation for property management agencies in Australia.

See the workflows

Allied health clinics

New patients onboarded. Referrals filed. Replies drafted.

New patient enquiries answered and booked, overdue recalls sent, reviews requested after a good visit, and your inbox sorted. Automation for physiotherapy, chiropractic, podiatry and psychology clinics in Australia.

See the workflows

Two ways to start.

Both are monthly, with nothing up front and no lock-in. Prices exclude GST.

Included in Starter when the paperwork lives in your inbox and Google Drive. Tracking inside job or property software is set up on Managed.

Starter

Where most start

$500 + GST a month

Your industry's workflows, ready to switch on.

  • Your agent in a private Slack channel
  • Workflows preconfigured for your industry
  • Connect your systems
  • Support by message
Get started

Managed

$5,000 + GST a month

New workflows built and looked after for you.

  • Everything in Starter
  • New workflows built to your process
  • Monitored and fixed if anything breaks
  • Priority support and a monthly review
Get started

Get things built on Managed, then drop back to Starter when you don't need all hands on deck. What's built keeps running.

Security and privacy

Private by design. Safe by default. Your customers, invoices and inbox are the most sensitive things your business holds. Every system is built to keep them private, keep you in control and show you exactly what happened.

Your own private server

Your automations run on a server set up for your business alone, never shared with another client.

Only what a step needs

Your records stay on your server. When a step needs AI, only the information for that step is sent.

Never used to train AI

AI requests only go to providers that don't train on your data or keep it, and any that would are blocked.

You approve what matters

Money, bookings and messages to customers wait for a yes from you or your team.

Every action logged

A plain-English record of everything it read, wrote and sent, so you can always check what happened.

Ring-fenced AI keys

Your business gets its own AI keys with spending limits, so usage is separate, capped and visible.

Questions

Where are the dates kept?

In a Google Sheet in your own Drive, so you can see and edit everything.

What if a contractor doesn't respond?

They're asked again on a schedule, and you're told before the expiry date.

Does it cover staff as well?

Yes. First aid certificates, working with children checks, registrations and anything else with an expiry date.

More workflows.

Let's find your busywork.

Start with a free 15-minute call. If there's a fit, your agent can be running within days.

Book a free call
Jason Corbett

Jason Corbett, founder
Your one contact from first call to launch.