Tech Certification + OSHA Training Tracker
Tracks every tech's EPA, OSHA, NATE, license expiry. Replaces SafetyCulture $295/mo team plan.
The problem
SafetyCulture's team plan is $295/mo and most HVAC shops still rely on a spreadsheet to track which tech's EPA 608 expired last month or whose OSHA-10 renewed in 2022. One lapsed cert during an audit can hit $13K in fines per OSHA citation, plus contract-level loss with commercial customers requiring proof of training.
What changes
Agent maintains a per-tech cert ledger, alerts the tech and ops manager 60/30/7 days before any expiry, books the renewal class, and locks dispatch on jobs requiring the cert until proof of renewal is uploaded. Eliminates audit risk and the $295/mo SafetyCulture line.
A day in the life
What this agent actually does.
- 1
T-60 days: Mike's EPA 608 expires → agent emails Mike + ops manager with 3 nearby renewal courses
- 2
T-7 days no renewal: agent removes Mike from refrigerant-job dispatch pool, escalates to GM
- 3
Cert uploaded: agent OCRs the card, files to HR folder, restores dispatch eligibility
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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