Compliance Vault

Licences, certificates, and insurance - stored once, pulled into every document automatically, with expiry reminders before anything lapses.

6 min read

Your licence expired three weeks ago. You sent six quotes since then.

You think it is current. You are not certain.

Most tradespeople manage compliance documents the same way they manage everything else: a photo in their camera roll, a folder they haven’t opened in months, or from memory. The renewal date is somewhere. The certificate was emailed at some point last year.

The problem surfaces at the worst moment. A commercial client asks for a copy of your liability insurance before they will book. A property manager wants your ESA certificate number on the invoice.

A lapsed licence does not just create a legal risk. It creates a professional risk. One question you cannot answer confidently costs you a job.

📱
Without Duuabl

Camera roll. Email search. Memory.

Renewal dates missed. Documents not at hand when asked. Licence number entered manually and transposed on a commercial invoice.

With Duuabl

One vault. Auto-fill. 30-day reminders.

Every document in one place. Licence number on every quote automatically. Expiry alerts before anything lapses.

Document storage

Upload once. Accessible from any job site. Shareable in 30 seconds.

Upload your trade licence, liability insurance certificate, workers’ compensation clearance, and any trade-specific certifications once. They live in your Compliance Vault permanently — accessible from your phone on any job site.

When a client or property manager asks for a document, you do not search your email or scroll your camera roll. You open the vault and send the link. Thirty seconds.

  • Trade licence — Master Plumber, ESA, Red Seal, and other regulated credentials
  • Liability insurance certificate with policy number and coverage dates
  • Workers’ compensation clearance certificate
  • Trade-specific certifications — gas fitting, refrigerant handling, WHMIS, and others
  • Vehicle and equipment insurance where required
  • PDF and photo uploads accepted — any format you already have
Documents uploaded
Master Plumber licence · Liability insurance · WSIB clearance · Gas fitting cert

Vault status
All valid

Client requests insurance certificate
Secure link sent · client views without an account · 30 sec

⏱ Documents available from any device

Auto-fill to every document

Set it once. It appears on everything you send.

Your trade licence number is a required field on every regulated quote and invoice in Canada. Entering it manually on each document is where errors happen. A transposed digit on an invoice that goes to a commercial client can hold up payment for days.

Duuabl reads your licence number from the vault and inserts it into every quote, invoice, and job document automatically. You set it once at account level. After that it is always there, always correct.

  • Licence number on every quote and invoice — zero manual entry after setup
  • Insurance certificate number available on commercial job documents
  • Certification references auto-filled on trade-specific compliance stages
  • Secure vault link shareable directly with a client or property manager on request
Quote QT-2847 — auto-populated fields

From vault

Master Plumber licence
MP-ON-48821 · pulled automatically

Liability insurance policy
Policy #INS-7741-CA · available on request

Gas fitting certification
Auto-filled on gas-related compliance stages

HST registration number
Applied to every invoice at account level

Expiry reminders

30 days’ notice before anything lapses.

Licence and insurance renewals have fixed annual cycles but they do not feel urgent until they are overdue. A liability insurance renewal that slips past its date means you are operating uninsured — a risk that commercial clients will not accept and that your own coverage depends on you catching.

Duuabl reads the expiry date from each document when you upload it and sets a reminder automatically. You receive a notification 30 days before expiry. The document status changes to amber. You have time to renew without disrupting active jobs.

  • 30-day advance notification for every document with an expiry date
  • Vault status changes from green to amber at 30 days, red at 7 days
  • Push notification and in-app alert — not just an email you might miss
  • Reminder repeats at 14 days and 7 days if the document has not been updated
  • Once the renewed document is uploaded, status resets to valid automatically
Document status — vault at a glance
Master Plumber licence · valid
286 days

Liability insurance · renew soon
24 days

WSIB clearance · valid
194 days

Vault status shown at a glance in your dashboard. Amber at 30 days remaining, red at 7 days. Notification sent at 30, 14, and 7 days before expiry.

Setup to protected

Compliance covered in four steps.

1
Upload your documents

Trade licence, insurance, WSIB clearance, and certifications. PDF or photo. Upload once and they are stored permanently.

2
Expiry dates tracked automatically

Duuabl reads expiry dates from your documents and sets reminders. You get notified 30 days before anything lapses.

3
Licence number on every document

Your trade licence number is read from the vault and inserted into every quote and invoice automatically. No manual entry.

4
Share on request in 30 seconds

Client asks for proof of insurance. You send a secure link from the vault. They view the document without an account. Done.

Full capability list

Everything the Compliance Vault covers.



Document storage

PDF and photo uploads for every compliance document your business carries. Accessible from any device, any job site.



Expiry date tracking

Enter or confirm expiry dates once. Duuabl tracks them and shows current status — valid, amber, or expired — at a glance.



30-day renewal reminders

Push and in-app notifications at 30, 14, and 7 days before expiry. Not just an email you might miss.



Licence number auto-fill

Your trade licence number pulled from the vault and inserted into every quote and invoice. Set once. Always correct.



Insurance auto-reference

Insurance certificate number available on commercial job documents. No manual lookup when a property manager asks.



Secure share link

Send a time-limited link to any document. Clients view it without creating an account. You control what is shared and when.



Certification auto-fill

Gas fitting, refrigerant handling, and other certifications referenced automatically at the relevant compliance stages in your workflow.



Encrypted storage

Documents stored with encryption, access controlled to your account only unless you share explicitly. No third-party access.



Status at a glance

Green, amber, red — vault status visible in your dashboard on every login. Nothing slips through without you seeing it.

Contractor licence management software Canada. Trade compliance document storage. Licence certificate expiry reminders contractor app. Duuabl’s Compliance Vault stores trade licences, insurance certificates, and compliance documents for tradespeople in Ontario and BC — with auto-fill to every quote and invoice and 30-day renewal reminders.

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