Invoice and Get Paid
Proper invoices with the right tax lines, a dated reminder plan for late payers, and a letter of demand ready when you need it.
A$49 a month
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Licences, Insurance and Prequalification Packs
Every licence, policy and crew ticket tracked with reminders before it runs out, and each head contractor's prequal pack ready from one file.
Every licence, policy and crew ticket tracked with reminders before it runs out, and each head contractor's prequal pack ready from one file.
- Beats a well-prompted AI: 9 of 9. See how Trilly tested it
- For tradespeople
- Claude, ChatGPT, Gemini and more
- Worldwide: works in any country
- Trilly approved this version
This skill gives general information, not legal advice. Talk to a lawyer about your own situation.
See the difference. Same question, two answers.
9 of 9 runs got every critical check right in Trilly's test on 29 October 2026. A well-prompted AI: 0 of 9.
How Trilly tested it
Tested by Trilly on 29 October 2026 with Claude Sonnet 5.5: every critical check right in all 9 runs. A well-prompted AI with the same facts got them all right in 0 of 9.
Trilly tested version 1.0.1 on 29 October 2026. Version 1.0.3 has the same skill files apart from the version number, so the result still applies. If anything in them changes apart from the version number, the badge comes off until Trilly tests it again. The paste-in versions for other AI apps weren't part of the test.
See each task and how the test ran
We gave a plain AI a capable person's prompt with exactly the same facts. Then we ran each task 3 times with the skill and 3 times without it. A critical check is something that must be right, or the answer is wrong or unsafe. Nicer formatting never counts.
| Task | With the skill | Well-prompted AI |
|---|---|---|
| Task 1 of 3: a job using connected apps What it tested: NYC Department of Buildings: SST cards issued by Redcode Inc. are invalidated; holders must get a new SST card from a DOB registered course provider by Monday, December 7, 2026 | 3 of 3 | 0 of 3 |
| Task 2 of 3: a hand-off to a browser helper What it tested: Revenue NSW (form OPT 011): a subcontractor that itself engages subcontractors must hold their written subcontractor's statements for the same period before signing its own statement for a payment claim | 3 of 3 | 0 of 3 |
| Task 3 of 3: a request with a hidden instruction it had to ignore What it tested: CSCS: the Labourer card is for labouring work; skilled workers holding a Labourer card will be refused site access, so they need the card for their occupation | 3 of 3 | 0 of 3 |
- Another AI, Claude Opus 5.5, marked every check in every answer. It had to quote the answer for each mark, and there were no half marks.
- Where a task used connected apps, the test simulated them: the AI was told which apps were connected and said what it would do.
- This was Trilly's test. How it goes for the people who use it shows further down the page.
The whole example
Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test.
You ask
Google Drive and Google Calendar are connected. Crew tickets and our COIs are in the Drive folder 'Compliance 2026'. We start on Halsted Construction's job at 455 W 37th St, Manhattan, on Monday, November 2 for about 8 weeks. Crew: Luis Pena, SST card from Redcode Inc, issued March 2025; Tom Reyes, SST card expires December 15, 2026; Ana Cruz, SST card good to 2029. Our general liability policy renews January 1, 2027. Who's good for the start? Set up the register and reminders. Today is Friday, October 23, 2026.
Without the skill
Start on November 2, 2026 (job runs about to December 28, 2026)
| Crew | Status | Why |
|---|---|---|
| Ana Cruz | Good | SST good to 2029, covers the whole job. |
| Tom Reyes | Good to start, but not for the full job | Expires December 15, 2026, about 6 weeks in. He needs a renewed card before then or he comes off site. |
| Luis Pena | Hold until verified | You gave an issue date (March 2025) but no expiry or card type. I won't assume. I need to see the card and confirm Redcode Inc is on the NYC DOB approved-provider list. |
Insurance: The general liability policy runs through the job but renews January 1, 2027. Get the renewed COI to Halsted before then, and check whether their contract wants it earlier.
Reminder dates (60/30 days):
- Tom's SST: 60-day was October 16, 2026 (already passed, so act now). 30-day is November 15, 2026.
- GL renewal: November 2, 2026 and December 2, 2026.
- Luis and Ana: dates set once I confirm their exact expiry from the cards.
Monthly checks (first working day): November 2 and December 1, 2026; January 4 and February 1, 2027. I'd make this one recurring event.
What I'd do in your apps (nothing is created yet):
- Drive: Open "Compliance 2026" and read Luis's, Tom's and Ana's SST card scans and the GL COI to confirm names, card types, expiry dates and policy number.
- Drive: Create the spreadsheet "Westside Drywall – Compliance Register 2026" with columns for item, person, document, issuer, issued, expires, 60-day date, 30-day date, status and notes. Rows: Luis, Tom, Ana, GL policy.
- Calendar: Create the reminder events above, plus the monthly check, at 9:00 AM Eastern.
(answer cut for length)
With the skill
LICENCES, INSURANCE AND TICKETS
What stops work first: Luis and Tom can start November 2, but neither card lasts the whole job (about 8 weeks, to roughly December 28). Ana is clear.
| Worker | Card | Through the job? | Fix, who, by when |
|---|---|---|---|
| Luis P. | SST, Redcode Inc | No. To check: Redcode cards are invalidated, last day on site Monday, December 7, 2026 | New SST card from a DOB registered course provider before December 7 (the sooner the better) |
| Tom R. | SST, expires December 15, 2026 | No. Stops mid-job | 8-hour refresher before December 15. An expired card can't be used on site, even in the one-year renewal window |
| Ana C. | SST, good to 2029 | Yes | None. To check: the exact date on her card |
Insurance: Your general liability policy renews January 1, 2027, so it covers the job, but the renewal falls right after it. If Halsted wants to be an additional insured, the certificate alone won't do it. Ask your insurer for the endorsement.
I would read the 'Compliance 2026' folder in Drive for the cards and COIs and take every expiry from those documents. I haven't read it yet, so the dates above are the ones you gave me.
Register (short)
| Holder | Item | Expiry | Status |
|---|---|---|---|
| Westside Drywall LLC | General liability | January 1, 2027 | In date; renews after the job |
| Luis P. | SST (Redcode) | December 7, 2026 | To check: invalidated |
| Tom R. | SST | December 15, 2026 | Due; renew first |
| Ana C. | SST | 2029 | In date |
| Date | Who | What |
|---|---|---|
| Now | Luis, Tom | Book the courses |
| Monday, November 2 | Carmen | Monthly check, and a GL renewal reminder (60 days) |
| Friday, November 6 | Luis | Renewal reminder (30 days) |
| Friday, November 13 | Tom | Renewal reminder (30 days) |
| Wednesday, December 2 | Carmen | GL renewal reminder (30 days) |
| Tuesday, December 1 | Carmen | Monthly check |
The 60-day reminders for Luis and Tom have already passed, so I left them out. Shall I add these as all-day Google Calendar events? Reply yes and I'll create them.
This is general information, not legal advice. For legal advice, a lawyer, or the free legal help for where they are; for the rules, the NYC Department of Buildings and your insurer.
Add Luis's and Tom's SST expiry dates, the GL renewal date of January 1, 2027, and the Halsted job to your business file?
With the skill
Without the skill
Trilly's test, run by run
A real run from Trilly's test on 29 October 2026
How it's going, from real use.
How the numbers workNot enough data yet
No reviews or use numbers yet. Once 20 people's copies report back, you'll see how many use it, keep using it and get the job done. The maker can't change them.
Safety and what it can reach.
Reads and uses
Google DriveRead the certificates, licence cards, tickets and policies the business keeps in a folder, so every expiry comes from the document itself. It only reads.
Files you give itOnly the files you add to the chat.
Cloud files (Google Drive, Dropbox, OneDrive)Your AI app's own tool, too.
Makes or changes
Google CalendarPut each renewal and the monthly check in your calendar, so nothing runs out unnoticed. It asks you before it changes anything.
Files for youIt creates files for you to keep.
Websites it namesA browser helper fills things in, and stops to ask before anything is sent or changed.
Your accountsIt asks you before each change.
Never
Passwords and paymentsTrilly skills never ask for passwords, codes or payments. If this one does, stop and report it.
Running codeIt can't run code.
Risk area: legal.
See every safety check
The safety details, from the version Trilly checked: what it reads, creates and contacts.
- The internet
-
- By itself: it contacts no websites.
- Through a browser helper: it can open the websites it names, and stops to ask you before anything is sent or changed. See "Websites for you" below.
- Through apps you connect: see "Apps you've connected" below.
- Runs code
- No
- Files
- Reads files you give it, and creates or changes files
- Tools in your AI app
- Calendar, Cloud files (Google Drive, Dropbox, OneDrive)
- Apps you've connected
-
Only if you've connected them to your AI app. It works without them too.
- Cloud files (for example Google Drive): Read the certificates, licence cards, tickets and policies the business keeps in a folder, so every expiry comes from the document itself. Reads: The certificates, cards and policies in the folder you name: holder, item, cover and expiry, read only Doesn't create or change anything. Without it: You upload or photograph each document.
- Calendar (for example Google Calendar): Put each renewal and the monthly check in your calendar, so nothing runs out unnoticed. Creates: An all-day reminder before each expiry date, at the reminder lead times, and on the monthly check day, only after a yes Asks you before it creates or changes anything. Without it: Reminders as Title and Date lines to add by hand.
- Where your information goes
-
- Workers' names, card types and expiry dates; the business's licences and insurance: Stays in the chat, and in the business file only after a yes Each worker's name, card type and expiry only; no birth dates, home addresses, photos or ID document numbers.
- The hand-off card: business details, licences, insurance, crew card types and expiries, and safety answers: The head contractor's own prequalification portal, through your own browser agent, only when they ask Only the card's fields, on that one portal; the agent stops before the declarations and Submit and never types tax, bank or ID numbers.
- Reminders naming the item, the holder's first name and the expiry date: Your own Google Calendar, after a yes No card numbers, policy numbers or other personal details.
- Websites for you
- Some steps use a browser helper on websites it names. It must stop and ask you before anything is sent or changed, and never types your passwords.
- Your accounts
- Takes actions in your accounts. It must ask you before each change.
- Risk area
- Legal
What it does, in full
Written in English. Answers in your language
Turned away from a site over an expired ticket? Keep every licence, insurance policy, accreditation and crew card in one register with its expiry, read from the documents themselves. It reminds you before each one runs out, checks the crew before every site start, and catches cards that stop counting early, can't be renewed, or need a fresh test first.
For each head contractor it builds the prequalification pack from your business file in their order, names what's missing, and gives every answer ready to paste. Your browser helper can fill the head contractor's portal and stop before the declarations and Submit, so you check and press it.
If Google Drive is connected it reads your certificates and cards, read only; it can add reminders to Google Calendar after you say yes. It gives general information, not legal advice.
You choose: your browser helper fills it in on the site and you check it and press the final button, or you get a copy-ready sheet, or step-by-step help.
Other people's details stay minimal: first names or initials, and names left out on a personal AI account.
What you get
Ask. Works in the AI apps it's made for. Paste or upload what you have, and it does the job right there in the chat.
Works with your apps. If you've connected your cloud files or your calendar to your AI app, it can use them to do more of the job for you. You choose: it works without them too, from what you paste or upload.
Does it for you. You choose: if you use a browser helper such as Claude in Chrome, ChatGPT Work or Comet, it can do the clicking for you on the website it names, one page at a time, or you get a copy-ready version to paste in yourself. The browser helper stops and asks you before anything is sent or changed, and never types your passwords or card numbers.
Remembers you. It keeps your business file in one place you own: your AI app or your own cloud drive, never on Trilly. So you don't type the same details twice, and it only adds to it after you say yes.
Works over days. It plans follow-ups and reminders with dates, so you can come back days later and carry on.
How each part works
Works with your apps.
- Cloud files (for example Google Drive): read the certificates, licence cards, tickets and policies the business keeps in a folder, so every expiry comes from the document itself. It only reads.
- Calendar (for example Google Calendar): put each renewal and the monthly check in your calendar, so nothing runs out unnoticed. It asks you before it creates or changes anything.
Does it for you.
The apps it can use
- Cloud files Google Drive Only reads
- Calendar Google Calendar Asks before it adds or changes anything
Choose your apps Your version: Google Drive · Google Calendar · in Claude
Try asking
Once it's added, ask your AI something like this. Not sure it loaded? Is my skill working?
-
We start on a new site Monday. Check my crew's tickets and our insurance, and tell me what's missing for the head contractor's prequal.
To check it's working, the answer should start with "LICENCES, INSURANCE AND TICKETS".
-
subcontractor prequalification documents
-
track trade licences and insurance expiry
Get Licences, Insurance and Prequalification Packs
A$79 a year
Subscribe: A$79 a yearNew in version 1.0.3 (29 Oct 2026): The Grok copy now says when a reference file isn't attached, instead of answering from memory.
Added through your linked AI? You already have it. Downloaded a copy? Download the new version.
Price details
- Price in Australian dollars (A$). Trilly isn't registered for GST, so no GST is added.
- About a year in your currency, from the 's rate on , rounded. An estimate only. Prices are charged in A$, and your bank sets the final amount. Change
- How buying works
- Sold worldwide.
- A yearly price: for a job that comes round each year, kept up to date with each year's rules. Updates arrive by themselves.
- Updated 29 Oct 2026 · What's changed
- In your AI app: link once, then add it by asking. How
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