Where it is
Open Certificate renewals under Compliance. Clicking one of the counts on the Compliance page, such as the number already expired, opens the list filtered to that count.
The ones with no date matter most
A certificate with no expiry date on file gets no reminder, because there is nothing to count down from. The list keeps those in their own group, No date on file, so they get fixed rather than forgotten.
Adding the date from the list
Drop the certificate’s PDF on its row. For gas safety, EICR and EPC certificates the expiry date, and for a fire risk assessment the review date, is read from the document and saved when the reading is clear. When it is not, the date that was read is shown with the reason, and you save it with one click once you have checked it. A legionella risk assessment is filed, but its review date has to be typed in.
Renewing one that is due or expired
Every due or expired certificate has Upload the new certificate (a fire risk or legionella risk assessment due for review has Upload the reviewed assessment), and on the trial and paid plans Send to my contractor, which emails the job to a contractor on your list with a link to quote and update it. When the new expiry, or a fire risk assessment’s new review date, is read from it, it is shown for you to check and saved in place of the old date with one click; a date that is not later than the old one is never saved over it.
A property licence is renewed with the council, not by a contractor, so its row links to Edit property, where the licence dates are kept.
Giving it to the tenant
Once the new certificate is uploaded, Send it to the tenant emails it to the current tenants as an attachment, from you by name, and records it against each of them as given, which is what the Tenants page shows.
Filtering and downloading
Look ahead 30 days, 90 days, 6 months or at everything, and narrow it to one certificate type. Download CSV gives you the same list to send to an engineer.
