Everything Kervault does for your trade business

Kervault keeps your license, insurance and permit expiration dates in one list, so you are not digging through a glovebox, an inbox and a filing cabinet to find out what is due.

Each item shows a clear status: OK, Expiring, Expired or Missing. Email reminders go out before a date arrives, on a schedule you can adjust. SMS reminders are coming soon and are not sent yet.

Requirements vary by state, county and city. Kervault tracks the dates you enter and reminds you; it does not provide legal advice or guarantee compliance. Confirm what you need with your local licensing authority or insurer.

Every compliance item can hold its document, such as a photo or PDF of your license, a certificate of insurance or a permit. When someone asks for proof, it is already in one place.

Store documents with each item so the current version is easy to find and the expiration date and the file always travel together.

General contractors, property managers and homeowners often ask for a certificate of insurance (COI) before work starts. Kervault lets you send the COI you already stored by email.

Because the COI lives with its expiration date, it is easier to send a current one and avoid sending an outdated certificate by mistake.

Set up phone calls, video calls or on-site visits with customers. Propose times, see what is confirmed and keep your upcoming meetings on one page.

Meeting times show in local time so both sides see the same appointment. For on-site visits before you are hired, the exact address is not shared.

Start an estimate from a template, add line items and send it to your customer. Templates save you from retyping the same services every time.

Starter templates are included for HVAC, plumbing, electrical and roofing. Duplicate and edit them to match how you price work. Example prices are placeholders, so review them before sending.

Every invoice has a status: Draft, Sent, Paid or Overdue, so you can see at a glance where your money stands.

Add an optional tax line when it applies. You are responsible for charging the correct tax. Customer reminder emails help you follow up on unpaid invoices without awkward calls.

Need a paper copy? Print any invoice or choose Save as PDF in your browser's print dialog. Online payment collection is coming soon; for now, add your payment instructions and mark the invoice paid when the money arrives.

Homeowners and general contractors post service requests with a simple form at no cost. Contractors see nearby requests on a map at the town level, never an exact address.

Contractors on an active paid plan can see requester contact info and respond with an estimate. The homeowner's exact address is shared only with the pro they hire. After the job, homeowners can leave a review.

The Growth plan adds a curated directory of public Facebook groups. It is links only: Kervault does not scrape Facebook or show Facebook posts, and is not affiliated with Facebook or Meta.

Growth is currently a waitlist. When it launches, it is planned to include a 3-day free trial with no credit card required. Group rules vary, and Kervault does not guarantee leads or hires.