Grading and registration expiry
Record the CRS number, grade and expiry; the renewal obligation is created ahead of the expiry date with the documents CIDB or NHBRC will ask for.
CIDB gradings and NHBRC registrations that never lapse
Contractor grading renewals and annual updates, home-builder registration and enrolments — tied to the expiry date on each certificate.
What it does
One engine, tuned for this regulator
Dates calculated, not typed
Due dates come from each client's year-end, VAT category, incorporation date or certificate expiry — rolled off weekends and public holidays — and are scheduled 13 months ahead.
A checklist on every filing
Each obligation opens with the working steps and the documents you need from the client, an owner, a status, comments and the submission reference once it is filed.
Reminders that escalate
Staff are reminded as the date approaches and daily once it is overdue; client reminders are optional per firm. Every reminder is logged, and nothing is sent twice.
Registration numbers and expiry dates
Keep the client's reference numbers, certificates and expiry dates for this regulator in one place, with a health status for anything about to lapse.
Proof and audit trail
Status changes, comments and uploads are recorded against the obligation, so you can show who did what and when.
How it works
From client profile to filed return
Switch the pack on
It is included in your plan or added as a monthly add-on from Settings → Plan & modules.
Pick the services per client
The product suggests the services that fit the client's entity type, registrations and employees; you confirm.
The calendar fills itself
Obligations are generated 13 months ahead and topped up automatically as time moves on.
Work, file, close
Tick off the checklist, record the reference number, attach proof and mark it submitted.
What is tracked
8 services across 2 bodies, straight from the live catalogue
This is the actual list inside the product, with the rule each due date is calculated from. It is maintained centrally, so when a rule changes every firm gets the update.
Construction Industry Development Boardwww.cidb.org.za
4 services| Service | How often | How the due date is worked out |
|---|---|---|
| CIDB three-year grading renewalRenew contractor registration and grading. | Every few years | Registration valid 3 years; apply 3 months before expiry.Registration lapses; cannot tender. |
| CIDB annual update and fee (Grade 2-9)Annual confirmation of particulars and payment of the annual fee. | Annual | Annually on the registration anniversary - align the date to the CIDB registration.Registration suspended. |
| CIDB new registrationRegister a contractor (Grades 1-9; classes GB, CE, ME, EP, EB, SB-SQ). | Once-off | Once-off. |
| CIDB grade upgrade / class changeApply for a higher grade or additional class of works. | Event-driven | Event-driven. |
National Home Builders Registration Councilwww.nhbrc.org.za
4 services| Service | How often | How the due date is worked out |
|---|---|---|
| NHBRC annual renewalRenew home builder registration. | Annual | Annually before the registration expiry date.Cannot enrol homes; registration lapses. |
| NHBRC home builder registrationRegister the builder including technical manager assessment. | Once-off | Once-off. |
| NHBRC home enrolmentEnrol a new home before construction. | Event-driven | At least 15 days before construction starts.Late enrolment penalties and guarantee. |
| NHBRC late enrolmentRegularise a home where construction started before enrolment. | Event-driven | Event-driven.Additional fees and prosecution risk. |
Statutory rules are summarised for planning; always confirm against the regulator's current notice. You can add your own services to any client alongside these.
Good to know
Questions about Construction (CIDB & NHBRC)
Each service carries a statutory rule — a day of the following month, an offset from the client's financial year-end, the anniversary of incorporation plus business days, fixed calendar dates, the client's VAT category, or the expiry date of a registration. The engine applies the rule to the client's profile and moves dates that land on a weekend or a South African public holiday. You can always override a single due date by hand.
Yes. Add your own service with its own frequency and due-date rule under Compliance → Service Catalogue. It appears on the same calendar, gets the same reminders and can carry its own checklist and required documents.
All modules
One client record, one calendar — add what you need
Practice CoreSARS Tax ComplianceCIPC & SecretarialLabour & Payroll ComplianceTender Readiness (B-BBEE & CSD)Construction (CIDB & NHBRC)Health Products (SAHPRA)Sector Licences PackGovernance & AML PackDocument Vault & OCRBank Statement IntelligenceTime, WIP & BillingClient Portal & Document RequestsSMS & WhatsApp Reminders
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