Full-range of features
Discover how our cutting-edge software can transform your operations and help you achieve unparalleled success.
Team Collaboration
Multi-User
Access
Empower your team to work together efficiently by allowing multiple users to access and manage client accounts simultaneously. Perfect for growing agencies and property management firms.
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Flexible access control: Grant access to team members as needed
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Easy user management: Add or remove users with a single click
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Improve customer retention
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Improve customer retention
Ideal for property management companies where property managers, compliance officers, and administrative staff all need access to client information.
Organization
Smart
Property Notes
Never lose important details again. Create comprehensive notes that can be attached either to the entire client account or to specific properties.
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Flexible note locations: Attach notes at the client level or property level
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Quick property search: Find and associate notes with specific properties instantly
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General landlord notes: Keep client-wide information accessible to all team members
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Property-specific notes: Document unique details about individual properties
Document special tenant requirements, maintenance schedules, access instructions, or any property-specific details that your team needs to reference quickly.
Compliance
Comprehensive
Certificate Management
Take the stress out of compliance management with our robust certificate tracking system. Configure which certificates are required for each property and never miss an expiry date.
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13 certificate types supported: Gas Safety, EICR, EPC, PAT Testing, Fire Alarms, Emergency Lighting, Fire Risk Assessment, Fire Extinguisher, Boiler Service, EIC, Boiler Compliance, Boiler Warranty, and Other Documents
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Enable/disable by property: Configure which certificates are required for each property
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Automated reminders: Set up reminder notifications for upcoming expiry dates
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Expiry date management: Easily set and track when certificates expire
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Visual status indicators: See at a glance which certificates are current, expiring soon, or disabled
A landlord with multiple HMO properties can ensure all Gas Safety Certificates are enabled with reminders, while only enabling EPC certificates for specific properties that need them.
Document Storage
Centralized
Record Bank
Store, organize, and access all your historical and current certificates from a single, powerful interface. Our Record Bank makes document management effortless.
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Advanced filtering: Search by document type, date range, or status
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Quick document actions: Download, rename, or delete certificates instantly
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Expiry tracking: See expiry dates at a glance
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Status indicators: Clearly identify current vs. historical certificates
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Property linking: Each certificate is automatically linked to its property
During an inspection, quickly filter and download all current certificates for a specific property, or review historical documents to track compliance over time.
Time Saver
Bulk Upload
Historical Certificates
Migrating from another system or catching up on historical records? Our bulk upload feature makes it painless. Simply drag and drop multiple files, and our system automatically detects certificate types from filenames.
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Multiple file upload: Drag and drop dozens of certificates at once
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Smart detection: Automatically identifies certificate type from filename
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Massive time savings: Upload years of historical certificates in minutes instead of hours
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Error prevention: Review detected types before finalizing upload
When onboarding a new landlord client with 50 properties, upload all their past Gas Safety Certificates, EPCs, and EICRs in one go, saving hours of manual data entry.
Client Communication
Certificate
Distribution
Keep your landlords informed and compliant by easily sending them the certificates they need. Select individual certificates or send all available ones with just a few clicks.
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Selective sending: Choose exactly which certificates to share
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Bulk send option: Send all available certificates at once
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Status visibility: See which certificates are ready to send
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Professional delivery: Certificates sent via customized email templates
After an annual gas safety inspection, instantly send the new Gas Safety Certificate to your landlord client, keeping them informed and maintaining excellent communication.
Security & Tracking
Comprehensive
Audit Logs
Maintain full accountability and transparency with detailed audit logs that track every action taken in the system. Essential for compliance, troubleshooting, and security.
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Complete activity timeline: See exactly what changed, when, and by whom
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Advanced filtering: Filter by date range, event type, or user
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Detailed change tracking: View before and after values for all modifications
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User accountability: Every action is attributed to a specific user
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Success/failure status: Quickly identify any issues or errors
If a landlord questions when a certificate expiry was updated, quickly search the audit log to show the exact timestamp, user, and changes made, providing complete transparency.
Branding
Customizable
Email Templates
Maintain your brand voice and provide clear communication with customizable email templates for each certificate type. Create professional, consistent messaging that resonates with your clients.
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Template for every certificate: Separate email templates for Gas Safety, EICR, EPC, PAT Testing, Fire Alarm, Fire Risk Assessment, Boiler Service, Emergency Lighting, Fire Extinguisher, and Other Documents
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Dynamic fields: Automatically include property address and relevant details
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Easy editing: Modify templates to match your tone and branding
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Consistent communication: Ensure every client receives the same professional experience
Customize your Gas Safety Certificate email template to include specific safety reminders and your company’s emergency contact information, ensuring clients always receive relevant, professional communication.
Data Organization
Archive
Management
Keep your active workspace clean and organized by archiving properties and landlords you're no longer actively managing, while preserving the ability to restore them instantly if needed.
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Archive landlords and properties: Remove inactive accounts from your main view
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Separate tabs: View archived landlords and properties independently
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Detailed archive information: See when items were archived, by whom, and why
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One-click restoration: Bring archived items back to active status anytime
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Administrator control: Only administrators can access archive management
When a property is sold or a landlord relationship ends, archive their records to keep your active list manageable. If they return as a client later, simply restore their entire history with one click.
Key benefits
Every feature you need,
all in a single system
Our platform empowers contractors to simplify compliance tracking, enhance maintenance workflows, and build stronger client relationships.
Get started
Ready to supercharge your business?
Stay ahead in the competitive property management market with a platform that showcases your professionalism and commitment to compliance excellence.
