Compliance Tracking
Upload and track licenses, insurance, certifications, and permits for your crew.
Keep your crew's paperwork in one place. Compliance tracking lets you upload documents like licenses, insurance certificates, W-9s, and permits, then monitors expiration dates so nothing slips through the cracks.
Availability
Compliance tracking requires Starter or higher. OCR-based document scanning is available on Pro and above.
How It Works
Open any crew member's profile and scroll to the Compliance section. Tap Upload to add a new document. Pick the document type, give it a title, set the expiration date, and attach the file (PDF, JPG, or PNG).
Each document gets a status indicator:
- Green -- Active and valid
- Amber -- Expiring soon
- Red -- Expired
Person Trail checks expiration dates automatically and will flag documents that need renewal.
Document Types
- License -- Trade or contractor licenses
- Insurance -- General liability, workers' comp, or auto
- Certification -- OSHA, lead, asbestos, or trade-specific certs
- W-9 -- Tax identification forms
- Permit -- Job-specific or municipal permits
Key Features
- Upload PDFs, JPGs, and PNGs directly from the crew member profile
- Automatic expiration tracking with color-coded status badges
- Issuer field to record which authority issued the document
- Delete documents when they are replaced or no longer needed
- Tier-gated: Free users see an upgrade prompt instead of the section
What the Owner Sees
Owners and Admins can view every crew member's compliance status at a glance. Expiring or expired documents surface immediately so you can follow up before a job site audit catches you off guard.