For FM providers, housing and multi-site estates

Every certificate, every site, one place

CertBase brings statutory testing across your whole portfolio into one system. Engineers record it on site, the people responsible for each building can see it, and it connects to the job systems you already use.

Built for portfolios, not single jobs

Your whole estate, structured the way it really is

Model estates, buildings, blocks and units as a hierarchy, and see compliance at every level of it.

  • Addresses validated against Ordnance Survey, with the property's UPRN recorded
  • Your own property reference numbers carried onto certificates
  • Bulk import of sites, and progress by site and by discipline

A client portal scoped to each person's sites

Give area managers and site contacts their own login that shows only the sites they are responsible for.

  • Certificates, assets and scheduled visits for their sites
  • One-click compliance pack download
  • Every document view and download is logged

Works with the systems you already run

Connect CertBase to Simpro or Trade Desk, so jobs and sites flow in without re-keying and certificates go back against the job. ServiceM8 is coming soon.

  • Jobs and properties matched rather than duplicated
  • Third-party EICR PDFs uploaded and read automatically
  • Deadlines imported in bulk from your existing records

Control, oversight and an audit trail

Owners, admins, managers and engineers each see and do what their role allows.

  • A full activity history on every certificate
  • A log of every certificate emailed out
  • Due and overdue tracking, CSV exports and per-site summary emails

One system for every discipline

Stop collecting certificates from different contractors in different formats. Each discipline is captured to its standard and filed against the right property.

  • PAT testingLive
  • EICR trackingLive
  • Gas safety (CP12)Live
  • VentilationLive
  • Fire alarm (BS 5839-6)Coming

Captured properly at the source

Engineers record results on a phone or tablet as they work, including in plant rooms and basements with no signal, and sign the certificate on completion. The data you see is what was recorded on site, not a retyped spreadsheet.

Your data, in the UK

  • UK hosted

    Your records and documents are stored in the UK (London).

  • Encrypted

    In transit over HTTPS and at rest by our database provider.

  • Separated by organisation

    Row-level security in the database keeps each organisation's data to itself.

  • Your procurement questions

    Bring your security and data-protection questions to the demo and we'll work through them.

Full details are in our privacy policy.

Pricing that fits your estate

Organisation plans are scoped to your sites, disciplines and team. Tell us about your portfolio and we'll show you CertBase working on it.

Request a demo