Licenses and permits
Track recurring license and permit dates with owners and notes.
For home service businesses
Track home service licenses, permits, COIs, and certifications.
Flow365 Expiry helps home service businesses organize licenses, permits, COIs, certifications, insurance policies, vendor documents, contracts, owners, reminders, and proof history.
Built for HVAC, plumbing, cleaning, landscaping, pest control, maintenance, and other service businesses that manage recurring documents.
The problem
Home service renewals are easy to miss when operations are busy.
Service businesses often track licenses, insurance, permits, certifications, and contracts while also managing field work. Flow365 Expiry keeps the renewal work visible.
Insurance proof
Attach renewed policies, COIs, and proof documents after renewal.
Certification dates
Track staff and trade certification dates with reminder history.
Workflow
A simple home-service expiration workflow.
Add the document, assign the owner, remind before expiration, and attach proof after renewal.
1
Add service records
Create records for licenses, permits, COIs, policies, certifications, contracts, and vendor documents.
2
Track follow-up
Store expiration dates, renewal windows, formal notice dates, owners, vendor contacts, and notes.
3
Keep proof
Mark records renewed and attach the updated document.
AI document review
Upload industry documents and let AI find the expiration dates.
Flow365 Expiry can review uploaded documents, extract possible expiration dates, and draft records for you. You stay in control: review the AI draft, approve what looks right, and only then save it into the tracker.
Extract dates from documents
Use AI review to find dates in COIs, permits, licenses, contracts, insurance policies, certifications, and vendor documents.
Review before saving
AI drafts the expiration record, but your team reviews the date, owner, document type, notes, and proof before accepting it.
Keep proof attached
Approved records can keep the uploaded document connected, so the expiration date and source proof stay together.
Home service expiration tracking FAQ
A practical tracker for licenses, permits, COIs, policies, certifications, contracts, and proof history.
Can home service businesses track licenses?
Yes. Flow365 Expiry can track licenses, permits, certifications, contracts, policies, and other renewal dates.
Can Flow365 Expiry track COIs?
Yes. COI expiration tracking is a strong Flow365 Expiry use case.
Can I start with a spreadsheet?
Yes. CSV import can help move existing spreadsheet records into the tracker.
Keep home service renewals visible.
Use Flow365 Expiry to track service business documents, owners, reminders, and proof.