Where the guide is
A new ledger shows a Getting started guide above the list while it has no saved trade or no record. It is not shown once the ledger has three records. It has a step to pick your trade and a step with suggested records. On a paid plan with a notification email set there is a third step, a test reminder.
Pick your trade and state
Under Pick your trade, choose Electrician, Plumber, HVAC or General contractor. Under Your state, pick your state or leave Any state. Both choices are saved to your workspace.
Where one of our renewal guides covers your state and trade, that license is suggested first, with its issuing body filled in.
What each trade suggests
| Trade | Suggested records |
|---|---|
| Electrician | Electrical Contractor License, Electrician License |
| Plumber | Plumbing License, Backflow Tester Certification |
| HVAC | HVAC Contractor License |
| General contractor | Contractor License, Contractor Surety Bond, Subcontractor Certificate of Insurance (COI) |
Every trade also gets General Liability Insurance, Workers' Compensation Insurance and Commercial Auto Insurance. With no trade picked, you still get those three.
Add a suggestion
- Choose a suggestion. The form opens with its name and type filled in.
- Enter the Expiration date.
- Choose Add record.
A suggestion leaves the list once a record with that name is in your ledger. The names are generic, so edit them to match your own paperwork.
Add several at once
Choose Add several at once, enter a date beside each record you have, and choose the button at the bottom, which counts them, for example Add 2 records. Rows left blank are not added. When one insurance policy has a date, the other policies offer Same date as it.
On the free plan the ledger holds 3 records. The dialog says how many more fit, and any left out are named in the result.
Skip the guide
Choose I'll add them myself to hide it. On an empty ledger, Show the setup guide brings it back. You can also import a spreadsheet instead.