HVAC Compliance Software

Stop Tracking
HVAC Licenses
on a Spreadsheet

DeadlineShield monitors every license, permit, and certification deadline — and alerts you at 60, 30, and 7 days before anything expires.

No credit card required. 14-day free trial. Cancel anytime.

$44K
EPA fine per day for unlicensed work
more reminders than any generic FSM tool
60/30/7
days advance notice on every deadline
100%
built for HVAC contractors only

Built for the trades

Every HVAC deadline.
One dashboard.

Generic platforms treat compliance like a checkbox. DeadlineShield makes it the entire job — because one missed license can shut down your whole operation.

Automated 60/30/7 Reminders

DeadlineShield fires alerts at exactly 60, 30, and 7 days before every license, permit, and inspection deadline — via text and email. No setup per technician. Just set it and never worry again.

  • SMS + email dual delivery
  • Routes directly to the responsible tech or office manager
  • Custom escalation: unacknowledged reminders reach the owner

State + City Requirements

DeadlineShield tracks requirements across every state and municipality where you operate — so you never miss a local permit rule or city inspection window.

Per-Technician Tracking

Each field tech carries their own credentials. DeadlineShield tracks EPA 608, NATE certifications, state licenses, and endorsements individually — for teams of 5 to 50.

One-Click Renewal Links

Every reminder includes a direct link to the renewal portal — state licensing board, city permit office, or certification body. No searching. Just click and renew.

Compliance Audit History

Every renewal, every reminder sent, every acknowledgment logged. When a commercial client or insurance auditor asks for proof of compliance, you pull a full report in 30 seconds — not a panicked search through old emails.

The real cost of a missed deadline

What happens when a
license expires?

$44,539
per day
EPA fine for unlicensed refrigerant work — every single day until corrected
Pulled
off the job
Technicians working on an expired license can be removed from a commercial job site immediately
Voided
insurance
A lapsed contractor license can invalidate your general liability coverage — leaving you personally exposed
Lost
contracts
Commercial property managers check credentials before signing service agreements — one expired cert ends the deal

DeadlineShield costs less than one hour of a compliance problem.

Protect my business

Setup in under an hour

Running in 3 steps.
Protecting you forever.

01

Add your technicians and credentials

Import your team roster — name, trade, state(s) of operation. Then log each license, certification, and permit: EPA 608, state HVAC license, NATE cert, city permits. Takes about 20 minutes for a 10-tech crew.

  • CSV bulk import from your existing roster
  • Pre-loaded list of all HVAC credential types by state
  • Upload existing documents and expiration dates
Adding credentials
Technician Mike Torres
Credential type EPA 608 Universal
Expiration date Dec 14, 2025
State Texas
Add credential
02

DeadlineShield watches every expiration

Once your credentials are logged, the system runs automatically. No manual checks. No calendar entries. DeadlineShield monitors every deadline 365 days a year and fires your alerts exactly on schedule.

  • Automatic 60-day advance warning — plenty of renewal time
  • 30-day follow-up if not yet renewed
  • 7-day final alert escalates to the business owner
Reminder timeline
60 days out First reminder sent to tech
30 days out Follow-up if not renewed
7 days out Final alert + owner escalation
03

Renew in one click. Log it instantly.

Every reminder includes a direct link to the renewal portal. After renewal, your tech or office manager updates the expiration date in DeadlineShield. Compliance audit log updated automatically — always audit-ready.

  • Direct link to state licensing board, city permit office, or NATE portal
  • Full history: who renewed, when, confirmation number
  • Export audit reports for insurance reviews and contract bids
Audit log entry
Renewed Nov 28, 2025 · 2:14 PM
Credential EPA 608 Universal
Technician Mike Torres
New expiry Dec 14, 2027
Logged by Sarah K. (office)

Why not just use a spreadsheet?

DeadlineShield vs.
everything else

Feature DeadlineShield Best for HVAC Spreadsheet ServiceTitan / FSM
Automated 60/30/7-day reminders Partial
Built for HVAC compliance types
Per-technician credential tracking Manual Partial
Direct renewal portal links
Compliance audit report export Manual Buried
Multi-state license requirements
Price for a 10-tech HVAC company $79/mo "Free" + risk $300–600/mo

From the field

HVAC owners who stopped guessing

Our office manager used to spend half a Friday every month chasing down who needed what renewed. Now it runs itself. She uses that time for actual dispatch work.
Denise Okafor
Operations, Sun Valley Cooling · Arizona
I operate in Texas and New Mexico. Keeping up with two state license boards and four city permit offices was a nightmare. DeadlineShield tracks all of it in one place.
Carlos Vega
Owner, Vega Mechanical · 22 technicians · TX + NM

Straightforward pricing

Less than one missed
renewal in a year

A single $44K EPA fine costs more than 46 years of DeadlineShield. Choose the plan that fits your crew size.

Starter
$49 /month
Best for crews of 1–9 technicians operating in a single state.
  • Up to 9 technicians
  • 1 state license tracking
  • 60/30/7-day SMS + email reminders
  • Unlimited credential types
  • Basic audit reports
Start free trial

14-day free trial · No credit card

Enterprise
Custom
For 30+ technician operations with complex multi-state requirements.
  • Unlimited technicians
  • All 50 states + municipalities
  • Custom reminder workflows
  • API access + integrations
  • Dedicated account manager
Talk to sales

Custom contracts available

One expired license
can cost everything.

Stop relying on spreadsheets, sticky notes, and hoping someone remembers. DeadlineShield watches every credential for every tech — automatically.

No credit card required. Setup takes under an hour. Cancel anytime.