Trade businesses and teams
Consistent certificates and reports across your engineers.
Choose documentation software around the work your team carries out and the output your customers expect. Start with a representative pilot, then confirm the apps, users and plan your business needs.
Start with the people creating the records.
List the engineers, testers or installers who will prepare and issue documents. Keep that separate from the customers receiving PDFs: a landlord, managing agent or business client normally receives the finished record without subscribing.
For a mixed-trade business, map the team to the relevant Certify apps. A gas engineer and an electrician may need different document workflows. Confirm the subscription arrangements for each app rather than assuming one plan includes the entire family.
Pilot the work that represents your business.
- Choose a typical job and a more demanding example.
Include the document types, schedules and longer notes that your engineers encounter in practice.
- Agree the customer-facing details.
Review the company identity, logo, colours, contact details and document references before issuing work to customers.
- Review the field and office handover.
Confirm how users access the app, review records and retrieve completed PDFs for your intended workflow.
- Confirm the plan before expanding.
Check included users, document limits, billing, support and any migration requirements.
What to include in a team enquiry
Tell us your trades, the apps you are considering, how many people create documents, the devices they use and the records you produce. Include the software or file formats you currently use if you need help planning a move.
For PAT work, the published comparison includes Solo, Business 3 and Business 6 monthly options. Review the PAT plan comparison. For other apps, request the current team details.
Before you choose
Can I evaluate with a small group first?
A representative pilot is a useful way to review the workflow. Confirm the available app access and user arrangements before involving the wider team.
Does every PDF recipient need a seat?
No. Receiving the finished PDF does not require a CertifyApps subscription. Confirm the plan for the professionals who create documents.
Can you move our entire archive automatically?
Import support depends on the app, source format and data. Confirm the supported fields and process before planning a bulk move; keep your original exports and PDFs accessible.
Discuss your team setup
Select the app for your work and tell us how to reach you. We will reply with the relevant access, availability or plan information.
This form sends an enquiry. It does not create an account, take payment or start a subscription.
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For engineers, testers, installers and teams carrying out the work. Your customers can receive the finished PDFs without subscribing.