Tired of spending hours managing spreadsheets to track license renewals and requirements?
Certemy's Field Service Compliance Suite is the solution your business needs. Certemy quickly identify licenses due for renewal and understands how they impact other licenses. Certemy comprehends the intricacies of licensing and certification, seamlessly integrating with HRIS systems for improved efficiency. Serving as a centralized repository, Certemy adeptly handles licenses, adapts to company expansion, and excels in organizing files and certificate images. Technicians' licenses, certifications, training status, renewals, and other crucial details are meticulously monitored in Certemy, enabling quick evaluations across the organization. The software facilitates easy comparison of license data to uphold standards and detect inconsistencies. Certemy's robust features support the daily tracking of thousands of licenses in one unified system.
Simplify Compliance, Onboarding, License Management, and Tracking with Certemy for reduced risks, centralized information, and validated license statuses. This all-in-one tool features pre-built workflows for easy setup, supported by Certemy experts throughout the process.
Key Features:
- Cross-Licensing: Now, with cross-licensing functionality, tasks can be swiftly completed as Certemy matches job requests with the necessary credentials and assigns them to employees with those qualifications.
- Primary Source Verification (PSV): Eliminate time manually verifying employee license statuses with Certemy's PSV which automatically runs in the background. Reports and employee profiles are updated, and you get notified of any actions on an individual's license. PSV provides assurance, reduced risks, and saved time.
- On-Demand Reporting: Easily view all license statuses across your company and click to view or filter specific the regions and/or branches license statuses. Generate monthly, quarterly and annual reports for all your divisions at different times of the year. Certemy automatically organizes and delivers the information; eliminating the need to gather and prepare the information manually.
Speak to Experienced Staff



"Certemy has saved us a tremendous amount of time with and provided improved accuracy in reporting. Reports that we used to manually run each month are automatically updated and delivered to us at the time we need them.
This has allowed us to streamline our reporting processes and quickly deliver the information to our supervisors when needed, without manual effort, and eliminating the risk of human error."
Subcontractor Workflow
Subcontractor or vendor proof of insurance can be managed within Certemy. You can develop a 2-phase sub credentialing workflow. Phase 1 is centered around new subcontractors and focuses on the application process and uploads of initial proof of insurance, business registration info, and/or other required documents, review and approval process. Phase 2 is centered around recurring licenses for existing subs and renewals, storing updated proof of insurance to be stored in an evidence file, etc.
Technician Review Workflow
The majority of large companies with out of home employees don’t have a good way of tracking employee reviews in the field. For example, say your employee does a ride-along in order r to measure performance, Certemy’s ‘Log Step’ can be used for a supervisor/manager/senior employee to review and fill in.
Verification Workflow
Use primary source verification to check employee license and certification status between renewals. Has the employee's credential been suspended? Have they been sanctioned? Has someone complained about them? Our tracking workflows quickly detect when an employee license or certificate has been encumbered or suspended by a state licensing board or a professional certification board.
Onboarding Workflow
With Certemy, you can have a simple onboarding workflow program or complex - we have a well-known field service company using Certemy for a 10-day comprehensive onboarding program that involves applicant screening process, onboarding program, all the way through to career advancement. You can create a customized program without the need for any programming skills. Steps in your workflow could include uploading applications, verifying qualifications, uploading pest control licenses.
Tracking Workflow
Certemy’s employee compliance software can help you proactively track your organization and employee compliance with licensing, credential, and continuing education requirements.
Tracking reduces your risk of non-compliance and therefore avoids potential fines, lawsuits, and lost jobs. Our tracking feature workflows include Dashboards that display compliance risk in multiple views. You can toggle between an employee list, profile tiles, calendar or map views. With each view on the dashboard you can navigate compliance type and status to adjust which employees are displaying.
Compliance Workflow
Certemy is here to release you from spreadsheets! We are also here to help you consolidate technology and not have to use 3-4 different systems to cobble together compliance. You can set up workflows (or use our out-of-the-box ones) with automated reminders, document uploads (by you or your techs), mobile usage friendly, etc.
Audit Workflow
You can set up workflows that for example, make sure one branch is keeping up to the level of standards for other branches - this could include checking licensure on techs, quality pro audits, which we make simple due to our existing partnerships and integrations.. Certemy has the ability to keep all compliance records necessary in one central system with easy retrieval.
Monitor AI
Certemy's Monitor AI gathers all source documentation for the specific licenses and/or regulations being monitored. Monitor AI identifies and categorizes changes as minor or major and provides a detailed, easy to ready change report.
Change report serves as the source of truth and eliminate the need to scour many different sources and manually identify changes.

Case Study: Davey Tree
- Centralize tracking of all pest licenses, including category codes and licenses with distinct renewal versus recertification criteria.
- Utilize workflows to monitor state requirements and provide links to state websites.
- Identify and oversee licenses dependent on others to reduce risks.
- 450 active professionals
- 210 active workflow assignments
- 952 tracked license types
- 257 licenses successfully renewed