ExpirationPilot

How it works

From expiration dates to renewed documents.

Import your existing list, set up automatic reminders, and let renewals come to you.

  • 14-day free trial
  • No credit card needed
  • Import your Excel list
  1. 1 Bring your expiration dates
  2. 2 Let the follow-ups happen
  3. 3 Review, renew, repeat

1 · Bring your expiration dates

Start with the list you already have.

Import your spreadsheet or add expiration dates by hand. You always know what's expiring and who's responsible.

  • Import an Excel or CSV file. You check every row before it's saved.
  • Give each expiration one person responsible.
  • See at a glance what's overdue, what's expiring soon and what needs you.
Example of the Expirations page: one item overdue, one upload to review and three expiring soon. Under "Needs you", Delgado Electric's workers' comp certificate waits for review and ABC Roofing's liability insurance is 3 days overdue. Under "Waiting on others", a forklift operator certificate is requested from Luis Ortega. 38 more items are on track.

2 · Let the follow-ups happen

Stop chasing people for renewed documents.

Reminders go out on their own before each date. When you need the new document, the right person gets a simple link to upload it, and follow-ups go out without you writing another email.

  • Reminders to the person responsible: by default 30, 14 and 7 days before, on the day, and 7 days after.
  • Ask employees, contractors or suppliers for the renewed document, automatically or by hand.
  • They upload from the link. No account needed.
  • No file yet? A follow-up goes out every week, up to six times.

Only need reminders? Document requests are optional. Start with reminders and add requests whenever you like.

Example upload page on a phone: the company name, the document asked for, its current expiration date and one Upload document button. No login.

3 · Review, renew, repeat

Every renewal starts the next cycle.

Review the uploaded document, confirm its new expiration date, and you're done. ExpirationPilot keeps tracking it and schedules the next round of reminders.

  • Uploads wait for you under “Needs you”. Nothing is approved automatically.
  • Approve, and the new file and date replace the old ones.
  • Wrong document? Reject it with a reason, and they get a new link.
Example: the uploaded certificate shows under "Needs you" on the Expirations page. Approve it with its new expiration date and the reminders start again.
Example reminder schedule for Liability insurance certificate · ABC Roofing: emails to the person responsible before and after the expiration date, with a colleague copied. The first ones are delivered, the rest scheduled.

Spend less time chasing documents.

Bring your existing expiration list and let ExpirationPilot handle the reminders and follow-ups.

Start your free trial