Worker certifications and licences

Stores worker tickets, licences, expiry dates, status, documents, and reminders for crew compliance review.

Use the licence register to keep worker credentials, supporting documents and expiry information available for review.

Before you start

Availability: Enterprise plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office. A role name alone does not override the permissions set by your business.

Where to find it: Team > Certifications.

Obtain the correct credential, holder details, expiry date and evidence. Follow the business's approval process rather than treating an upload as approval.

Using this guide in United Kingdom

  • Set your business country in Business settings before entering customer addresses or preparing documents. The country selected on the public website does not change an existing business.
  • Check the business currency (GBP), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.
  • Use forms, licence types and sign-off requirements approved for your country and the specific contract. Australian demonstration forms and SWMS terminology are examples, not certification that a document meets local law. Check the completed document and approval record before relying on it for site access.
The demo licence register contains explicitly labelled example credentials and expiry dates. Real assignment decisions require verified evidence and the relevant licence type.
Demo screenshot. The demo licence register contains explicitly labelled example credentials and expiry dates. Real assignment decisions require verified evidence and the relevant licence type. Select the image to view it at full size.

Step by step

  1. Open Licences at /licences.
  2. Choose the worker and add each licence, ticket, certificate, expiry date, and status.
  3. Upload evidence documents where the screen asks for proof.
  4. Review the register regularly so expired or soon-expiring certifications are corrected before dispatch depends on them.

Worked example

Add a worker's ticket and evidence, check its expiry and status, then review upcoming expiries before allocating work that depends on it.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check holder identity, credential type, current status and evidence. Resolve expired or disputed records before they are relied upon.

Limits and troubleshooting

Storing a credential does not validate it with its issuer. Approval and task assignment checks are separate parts of the workflow.

Follow the screenshot tutorial: Manage licences and compliance

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