Certificates
Certificates and inspections keeps every licence, training and inspection your business must keep valid: your people's forklift licences, first aid and working at height, and your vans' tests, your lifting gear's examinations and your fire extinguishers' service.
Certificates of staff and assets, and when they expire.
Try it
Assets, Contacts, Staff, Certificate types, Certificates
Try it freeWhat it does for you
One list replaces the spreadsheet of expiry dates that nobody opens until an inspector asks for it.
Each type of certificate knows how long it is valid, so a new certificate gets its expiry from its date of issue, and the date on the paper wins. Thirty days before a certificate expires, or as many days as its type says, its holder, the person who looks after the asset, you and your managers get a mail, and every Monday morning you get one list of what expires in the next 60 days. What expires goes into a renewal: you or a manager book the course or the inspection, and note the day and the place on the renewal, or retire it. The holder adds the renewed certificate with a photo or a PDF of it, an AI agent reads its number and dates, and you or a manager check it against its document before the old one is marked replaced. No van stays off the road and no fine comes for a test that ran out.
- Each person sees their own certificates. The Expired list has a column Responsible: for an asset's certificate, the person who looks after the asset, so you know whom to ask. A calendar shows what expires and when, and the certificate register prints for an inspector, every valid certificate by holder.
- With Departments, each certificate belongs to its holder's department, and each department's manager gets their department's reminders and Monday list. With Reports, the Reporter, an AI agent, writes you a certificates report every Monday: what has expired, what expires soon and what waits for a check.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Mail me 60 days before a vehicle inspection expires, not 45.Add a certificate type for the scaffold tower's inspection, every 6 months.Mail each department's manager when a certificate of their department waits for a check.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Locations
The places where the business works: shops, branches, clinics, warehouses, depots, venues and vans.
Reports
The reports that agents write each week or month.