Inspection-ready,
every permit filed

You run a kitchen, not a filing office.

The short answer

How should a restaurant organize its compliance documents?

Keep one folder per location, split into permits and licences, inspection reports, staff certificates, service records and daily logs. Name each file with the location, the document type and its date, plus the expiry date for anything that runs out. File the proof of each fix next to the inspection report that asked for it, and set renewal reminders.

  • One folder per location, split by what inspectors ask for
  • Expiry dates in the names of permits and certificates
  • Corrective action proof filed beside the inspection report

The problem

The inspector is here, and the paperwork is in four places.
Some of it is in the office binder, some in an inbox, some on the manager’s phone.

Marlow County Environmental Health

Routine inspection today. Please have your recent pest control service reports and your food protection manager certificate available.

Downloads

pest control.pdf

IMG_0417.jpg

ServSafe.pdf

An inspection during service.

The inspector asks for your recent pest control reports and your certified food manager’s certificate. One is in the office binder, the other in an email from two years ago.

Food Protection Manager Certification

Luis Ortega · Certificate No. 2189034 · Expiration date: 08/31/2026

ServSafe.pdf

Page 1 of 1

The certificate ran out seven weeks ago.

Food manager and food handler certificates expire, and the date is only on the certificate itself. Nobody notices until someone asks to see it.

And a renewal goes to the wrong address.

With more than one location, renewal notices land at whichever address the agency has on file. One gets missed, the permit lapses, and you hear about it from the inspector rather than the post.

An expired permit or missing certificate can mean a violation on your inspection report, a follow-up visit, or worse, a closure until it is fixed.

A lot of it comes down to paperwork you already have but cannot find.

How it works

Snap it or upload it. Filex files it by location.

Photograph reports and tags, upload PDFs, and tell Filex your locations once. It handles the rest.

01

Add documents as they arrive

Upload permits, inspection reports, certificates, pest control and hood service reports, and photos of tags or logs taken on your phone.

02

Filex reads and files each one

It reads the location, the document type, the dates and any expiry or next-service date, renames the file to match, and places it in that location’s folder.

03

Get reminded, and find anything fast

An in-app alert arrives before a permit, certificate or service comes due, and any document can be pulled up by location, person or type.

What you get

Every location inspection-ready,
without a Sunday in the office.

Each location has its permits, inspections, certificates and service records in one place, and anything about to lapse comes to you first.

Location & people

Each report tied to the location, the inspector, the agency and who was in charge.

Filex reads the names on inspection reports and certificates, so you can see which manager was on shift and which staff hold which certificate.

Inspection 2025.pdf

Food Establishment Inspection Report

  • Establishment: Rosa’s Kitchen, 214 Elm Street
  • Inspector: K. Moreno, REHS
  • Person in charge: Luis Ortega
  • Marlow County Environmental Health Division:

Found on page 1: “Establishment: Rosa’s Kitchen, 214 Elm Street”

Location views

See one location, one kind of document, or what is due soon.

Ask for a location, a document type or a time frame, and Filex brings together the matching files from all your sites.

Describe a group…

Renewal reminders

Permits, certificates and services, flagged before they lapse

Expiry dates and next-service dates are printed on permits, certificates and service tags. Filex picks them up as you file and gives you an in-app nudge with weeks to spare.

Coming up

  • Nov15Food handler card · Mai NguyenHarbor Pointin 29 days
  • 2026NovHood system serviceHarbor Pointin 30 days
  • Dec31Liquor licence renewalElm Streetin 75 days
  • Jan15Food service permitElm Streetin 90 days

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Complete guide

The complete guide to organizing restaurant compliance documents

One folder per location, split by what inspectors ask for

Inspections happen one location at a time, so that is the top folder. Inside, split by the kinds of documents an inspector or insurer usually asks for, rather than by date or by whoever saved them. A manager covering a shift can then find what they need without knowing the history.

Keep company-wide documents, such as business registration and insurance policies, in a separate owner folder. Staff certificates belong to a person, not a building, so file them under the location where that person usually works, and move them when they transfer.

  • Permits and licences: food service permit, liquor licence, sign and occupancy permits
  • Inspections: health and fire reports, with proof of corrections
  • Staff certificates: food manager and food handler
  • Service records: pest control, hood and suppression system, grease trap
  • Daily logs: photos of temperature and cleaning logs

How to name permits, reports and photos

Start with the location, then the document type, then the date: Elm-St_Health-Inspection_2026-09-18.pdf. For anything that expires, use the expiry date instead, written as exp-2027-01-15, so sorting a folder shows what needs renewing next.

Phone photos of tags and logs are often the only record, and their default names say nothing. Rename them the same way on the day they are taken, adding a person’s surname for certificates, so “IMG_0417.jpg” becomes Harbor-Pt_Hood-Service-Tag_2026-05-12.jpg.

  • Pattern: Location_Document_YYYY-MM-DD
  • Expiring items: Location_Document_Name_exp-YYYY-MM-DD
  • One photo per log sheet, named by the day it covers

What inspections usually ask to see, and what to keep after one

Requirements are set locally and vary, but many health departments expect a current food service permit on display, at least one certified food protection manager, recent pest control reports and up-to-date temperature records. Fire inspections often look at hood and suppression system service tags; many authorities follow the NFPA 96 standard, which calls for those systems to be inspected every six months.

After an inspection, keep the report and the proof of each correction together: the repair invoice, the photo of the new thermometer, the training sign-in sheet. If the inspector returns or the report is questioned later, the answer is already in the same folder.

  • Ask your local health department for its own checklist
  • File each correction’s proof beside the report that asked for it
  • Keep the last few years of inspection reports per location

How restaurants usually keep their paperwork

Most single-site restaurants have an office binder and a manager who knows where things are. It works until that manager leaves or a second location opens, and then the binder becomes two binders that never quite match.

Restaurant groups often move to shared storage split by site, and some use checklist apps for daily temperature and cleaning logs. The certificates, permits and service reports still arrive as emails, PDFs and paper. Filex takes all of it: snap or upload a document, and it reads and files it by location, with renewal dates picked up on the way.

  • The office binder, kept up by one trusted manager
  • A clipboard of daily logs, filed once a month
  • A shared drive per location for groups, organized differently at each site

What Filex won’t do for your next inspection

Filex does not apply for or renew permits, contact the health department, or tell you which documents your local rules require. It does not keep your temperature logs for you; it files the logs you photograph or upload.

It reads dates that are printed on documents. If a renewal date is only in a letter you never received, Filex cannot know about it, so add the dates you learn by phone or online to the document’s name yourself.

Frequently asked questions

Answers about inspection-ready, every permit filed

What documents should a restaurant keep for health inspections?

Usually a current food service permit, certificates for food protection managers and food handlers, recent pest control reports, temperature and cleaning logs, and past inspection reports with proof of corrections. Requirements vary by city and county, so ask your local health department for its list.

How should a restaurant organize permits and licenses?

Keep a permits folder for each location and name every file with the location, the permit type and its expiry date, such as Elm-St_Food-Service-Permit_exp-2027-01-15.pdf. Sorting by name then shows the next renewal first, and reminders can be set from the same dates.

How long is a food manager certification valid?

It depends on the certificate and your area. The ServSafe Food Protection Manager certificate, for example, is valid for five years, but some jurisdictions require renewal sooner. Food handler cards often expire after two or three years. Check the expiry date printed on each certificate.

How often does a restaurant hood system need inspection?

Many fire authorities follow the NFPA 96 standard, which calls for kitchen fire suppression systems to be inspected every six months. Hood and duct cleaning frequency depends on cooking volume, from monthly to yearly. Your local fire marshal sets the rules you must meet.

What should I keep after a failed or follow-up inspection?

Keep the inspection report together with proof of each correction, such as repair invoices, photos of fixed equipment and staff training records. Filing them side by side makes the follow-up visit simple and shows that every issue was handled, if anyone asks later.

Can Filex handle documents for several restaurant locations?

Yes. Tell Filex your locations once and it files each document under the site named on it, such as the address on a permit or inspection report. You can then ask about one location or see renewals across all of them in a single view.

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