Skills & Certifications catalog

Three concepts in one catalog:

Skills	Trained capabilities that don't expire (e.g. mini-split certified, boiler service, paint correction).
Certifications	Earned credentials from a third party (e.g. NATE, IKECA CECS, ISA Arborist). May or may not expire.
Licenses	State or regulatory credentials (e.g. master plumber, journeyman electrician, pesticide applicator). Almost always expire.

Tier

Bundle and Front Office. Voice/Visibility tier sees an upgrade card.

Building your catalog

1
Open the catalog
Sidebar → Operations → Skills & Certs.
2
Seed the starter library
On first visit (empty catalog), click "Seed [your industry] library" to clone a curated set of common credentials for your trade — HVAC gets EPA-608/NATE/HVAC Excellence; plumbing gets master plumber/backflow; electrical gets EVITP/NABCEP/NFPA 70E; etc. All 12 industries covered. Plus a universal safety baseline (OSHA 10/30, First Aid/CPR, driver's license).
3
Customize
Add your own entries via the per-section Add buttons. Edit existing entries to tweak the description or default validity period.
4
Set expiration semantics
Each entry has a "Has expiration / requires renewal" toggle. When checked, set a Default validity (months) — used to auto-fill the expiration date on the tech form when you enter an issued date.

Assigning credentials to a tech

1
Open the tech editor
/portal/team → click Edit on a tech.
2
Scroll to Credentials section
Below the Skill keywords field, you'll see a "Credentials from catalog" section. Click Assign to add one.
3
Pick + dates + cert number
Pick from the dropdown (catalog entries this tech doesn't already hold). For credentials with expiration, fill in Issued date — the Expiration date auto-fills based on the catalog's Default validity. Optional cert # + notes.
4
Renewal
When a tech recerts, click the credential card → edit → update Issued + Expiration dates. The unique constraint enforces one assignment per skill per tech, so renewal = update, not new row.

Expiration tracking

On the Skills & Certs page, the "Expiring soon" tile counts every tech-credential pair with an expiration date within 30 days OR already expired. Below the tiles, an amber callout lists each one with the tech's name + skill name + status. On individual tech edit forms, expiring credentials show with amber/red borders.

Expiration email reminders are v2

v1 surfaces expiration status on the page. A weekly digest email cron (same pattern as fleet compliance reminders) is planned for v2.

Skill keywords vs catalog credentials

Two parallel systems coexist:

Skill keywords (legacy)	Free-form text array on the tech row. Used by smart-slot to text-match against service required_skills. Quick + simple; no expiration tracking.
Catalog credentials (new)	Structured assignments via tech_certifications. Tracks issued/expiration/cert# per credential. Doesn't (yet) feed smart-slot — that's a v2 enhancement.

For v1, use both: keep the keyword that matches your service requirements ("EPA-608") AND the structured credential entry (which tracks the actual cert + cert #). v2 will unify these so a single catalog assignment satisfies both surfaces.

Pre-seeded library — what each industry gets

HVAC	EPA-608 (Universal/I/II), NATE, HVAC Excellence, ICE, ductless/mini-split, boiler/hydronic, state HVAC license
Plumbing	state journeyman + master plumber, backflow tester (ASSE 5110), medical gas (ASSE 6010), water heater specialist, PEX
Electrical	state journeyman + master, NFPA 70E, EVITP, generator install, NABCEP solar PV
Roofing	GAF Master Elite, OC Platinum Preferred, CertainTeed MSA, HAAG inspector, IBHS FORTIFIED, fall protection
Pool service	CPO, AFO, IPSSA, equipment install, plaster/tile
Pressure washing	PWNA membership + fleet wash + environmental, IKECA CECS, soft wash
Junk removal	CDL Class B, HAZWOPER 40-hr, EPA-608 (refrigerant disposal), trauma-scene biohazard
Auto detailing	IDA SVD/CD, CarPro/Gtechniq/FeynLab installer, paint correction
Landscaping	state pesticide applicator, ISA Certified Arborist, Irrigation Association CIC, mosquito control
House cleaning	IICRC Certified Master Cleaner, Green Seal, move-in/out specialist, OSHA Silica Standard
Handyman	NAHB CAPS, state GC license, EPA RRP (Lead-Safe), grab-bar install
All trades baseline	OSHA 10/30, First Aid/CPR, driver's license, background-checked (always seeded)

What's next

v1 ships catalog + tech assignments + expiration UI. Coming in future releases: weekly cert-expiration email digest cron (same pattern as fleet compliance), smart-slot skill-matching against catalog (currently uses free-form keyword array), service requirements pulled from catalog instead of free-form, customer-facing badge widget for marketing pages ("Your tech holds N certifications including X, Y, Z").