Use this quick review before a project starts or a credential comes up for renewal. Keep the documents, owners, and dates that matter in view.
This is general information, not legal advice or state-specific guidance. Requirements change by jurisdiction, trade, project, and customer. Verify the current requirements with the relevant licensing board, building department, insurer, customer, or qualified professional for your situation.
The review
Start with the paperwork that can hold up the work.
Licenses and registrations
Trade or professional licenses for the work being performed
Business registration and contractor credentials, where requested
License number, issuing authority, scope, and a readable copy
Insurance certificates
Current certificates of insurance for the coverage your job requires
Named insured, policy dates, limits, and relevant endorsements
Any additional-insured or certificate-holder details requested for the job
Permits and project records
Required permit applications, approvals, and permit numbers
Job address, project scope, inspection steps, and sign-off records
A clear owner for checking local authority or customer requirements
Expiry dates and renewals
Expiration or renewal dates for every license, certificate, and permit
A renewal lead time that leaves room for processing and corrections
A review cadence and reminder owner for upcoming deadlines
Key business documents
Signed contracts, work authorizations, and current change records
Tax, bond, workers’ compensation, and safety documents when requested
A consistent file name, document version, and secure place to find each item
Before the job starts
Match the paperwork to the trade, project, customer, and job location
Confirm copies are readable and the dates are still current
Record anything missing or pending before committing to the work
Make it a routine
Keep every credential job-ready.
InGoodStanding is being built to help contractor teams keep credentials, documents, and deadlines together by trade and jurisdiction.