What's included
Start with Documents for your paperwork. Turn on Compliance when things start expiring. Add Clients when you need one place for who you work with and what was last said.
Any check you add — background checks, right to work, first aid, training, public liability insurance, policy reviews — with expiry dates, attached evidence and a single status. Send reference requests from a person's record and keep your policies alongside your checks.
Certificates, contracts, risk assessments and consent forms with expiry tagging and a branded PDF summary of your compliance, ready to share. Collect details with forms and add the answers to your records.
A record for every client — contact details, the status you set, and a dated log of conversations, outcomes and next actions, with a list of anyone who has gone quiet.
There are no fixed sector templates here. You name the checks, dates and documents your business actually has to keep on top of — whatever trade you're in. Here's how that tends to look.
Professional indemnity insurance, client contracts, business registrations and the invoices you keep meaning to chase.
Public liability, gas or electrical certification, vehicle insurance, tool hire agreements and quotes waiting on an answer.
Treatment insurance, staff training records, product safety paperwork and rebooking reminders for regular clients.
Domain and software renewals, supplier terms, data protection records and the partnership emails you owe a reply to.
