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ServicePay feature · Insurance & Certificates

Your paperwork at the gate, even with no signal.

Public liability, Gas Safe, NICEIC, CSCS, calibration certificates and insurance documents in one place - with a warning before any of it runs out, and a site pass that works underground.

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Annotated view from the product

What you hold up at the gate

Everything the gateman asks for, on the phone, with no signal needed.

Site pass

All in date

Ryan McAllister

Okafor Gas & Heating

  • Gas Safe registrationto 31 Mar 2027
  • Public liability £5mto 08 Jan 2027
  • Employers' liabilityto 08 Jan 2027
  • CSCS cardto 19 Sep 2028
  • Asbestos awarenessto 02 Feb 2027

Held on the device. Last synced 06:12 today.

Why it works with no signal

A site gate is the worst place for a lookup

Basements, plant rooms, steel-framed buildings and rural sites are exactly where you get asked to prove who you are, and exactly where a page that needs the network fails.

The pass is cached on the device, so it opens whether or not there is a bar of signal. If the business lookup itself fails, it falls back to the last known business rather than showing nothing — because in a real outage the lookup is the thing that breaks first.

It shows its own age. The sync time is on the card. A pass that quietly shows month-old data with no indication would be worse than no pass.

What's included

Works with no signal

Plant rooms, basements and rural sites have no bars. The site pass is stored on the phone, so it is there when the gate is the one place it has to be.

Expiry warnings

You are told before a certificate lapses, not when someone turns you away at a gate.

Against the right thing

A document can belong to the business, a van, a person, a tool, a property, a job or a customer - so it is findable from whichever direction you come at it.

Upload, don't re-key

An insurance certificate or a gas safety record is produced by whoever issued it. You store their document; you do not retype it into a form.

Save it in every place it belongs

One upload can be attached to the job, the asset, the property, the customer and the managing agent at once.

Subcontractors can supply their own

Give a subcontractor permission to upload their own insurance and certificates rather than chasing them by email.

Insurance & Certificates — your questions

What is a site pass?

A single screen showing your business's live paperwork - insurance, competent-person registrations, the lot - that you can show at a site gate. It is cached on the device, so it works when the signal does not.

Do you generate gas safety records or EICRs?

No. We store the ones you or your electrician issue. The model forms for electrical certificates are IET copyright and licensed for use in your own contracting business, not for resale inside software.

Can I attach a certificate to a specific tool?

Yes - a calibration certificate against a tester is the common case, and the tool register uses its expiry date for its calibration warnings.

Whose documents can I store here?

The business's own — public liability, employers' liability, waste carrier — plus people's cards and qualifications, vehicle documents, instrument calibration certificates, and certificates that belong to a property or a job.

Does it tell me before something expires?

Yes. Expiry is tracked per document and surfaced before the date, not after. A certificate on file with no expiry date recorded is shown as exactly that, and never as in date.

Can a subcontractor upload their own?

The permission model, tables and access rules are live and a subcontractor can be granted upload rights. The screen they use is not built yet, so today it is done by your office.

Not sure how it all fits together?

See Insurance & Certificates alongside everything else

A guided tour of the whole product — the quoting and invoicing everyone has, and the register, the tags, the compliance board and the CIS handling that only we do. No sign-up, no card, about four minutes.

Stop hunting for the certificate. Start your 14-day trial.

Upload your public liability and your team's cards. Next time a site asks, it is on your phone rather than in an email from March.