Tickets and Licences
One wallet for every ticket, licence and certification your people hold, white cards, high-risk licences, EWP, trade tickets, grouped by the person and sorted so whoever is closest to lapsing is at the top. It is what you reach for when a principal contractor asks at the gate, and what Base reads when it chases a renewal. The safety or compliance person keeps it.
- The Tickets & Licences module must be on for you (Settings → Team Modules). It is on by default for a new business.
- Adding, verifying or removing a ticket needs the Tickets edit permission.
- A ticket belongs to a worker by name. Crew from the Crew Roster and a subcontractor's workers can both hold them.
- For renewals to be chased for you, turn on the Compliance Chaser pack in Automations.
- Press Add ticket.
- Type the Worker name and Ticket type (both required), and the Number, Issuer / RTO and expiry date if it has one. Blank means it does not expire.
- Press Save.
The ticket appears under its holder with an expiry badge: days left, green past 30 days, amber inside 30 and inside 7, red once expired.
- In chat, attach a photo of the card or licence and say "add this to the wallet".
- Check what the assistant read and let it file it.
The ticket lands marked AI so you can see it was read from a photo rather than typed.
- Press Verify on a ticket you have sighted and checked.
It is marked verified with your name against it. The Unverified count at the top drops.
- Type into the search to filter by worker, ticket type, number or issuer.
- Press Print snapshot for a printable compliance snapshot of the wallet as shown.
- Press the bin on the ticket and confirm.
- A daily sweep reads every expiry. When a ticket crosses 30 days out, then 7 days out, then expires, it raises an event once for each crossing. Entering a new expiry date after a renewal re-arms the sweep automatically.
- With the Compliance Chaser pack on, the assistant acts on those events: it works out who holds the ticket, writes a renewal request saying what is needed and by when, and sends it by email or text (or queues it for your approval when auto-send is off). Expired items are escalated.
- The counts at the top (Expired, ≤ 7 days, ≤ 30 days, Unverified) update as the wallet changes, and the page refreshes when the assistant or the sweep touches a ticket.
- Without the Compliance Chaser pack this is a register, not a reminder. The sweep still records each crossing; nobody is told.
- The same sweep also watches subcontractor insurances, licences and compliance documents recorded on their engagements. Those do not appear in this wallet.
- A ticket with no expiry is never chased.
- Verified means a person sighted it. Base does not check tickets against any register.
- Removing a ticket is permanent; there is no archive.