Everything a trade business runs on

Certificates are the heart of CertBox — but the quoting, invoicing, scheduling and chasing around them are what get you paid. All of it in one app, most of it free.

Certificates

Hundreds of compliance certificate types across the UK, Ireland, Australia and the US — created on your phone, delivered as professional PDFs.

Renewal reminders

CertBox watches every expiry date and brings the annual work back to you — automatically.

Quoting

Build professional quotes on your phone, email them with one tap, and let CertBox chase the silence for you.

Invoicing & payments

Professional invoices with online card payment, automatic overdue reminders, and QuickBooks & Xero sync.

Job management

Track jobs with their client, property, quotes, certificates and invoices attached — including repeating jobs that book themselves in.

Scheduling

A calendar and list view of every booked job, assignable to team members, built for a phone in a van.

Client management

Clients with their properties, jobs, certificates, quotes and invoices in one record — plus a portal you can hand to landlords and agents.

Online booking

Your own public booking link: customers pick a service and request a slot, you confirm by SMS or email.

Expense tracking

Photograph receipts, categorise spending, and hand your accountant a clean year.

CIS deductions

Track subcontractor verification status and let CertBox work out the labour split, deduction and net payment.

Route planner

Pick a day, tap optimise, and CertBox reorders your stops into the shortest sensible route on a map.

Price list

Your standard items and rates, ready to drop into any quote or invoice.

Asset register

A QR-coded register of the appliances and equipment you install and service — make, model, serial, warranty and location.

Inventory & stock

Track stock levels with minimum-stock warnings, so the part you need is there when you need it.

Purchase orders

Raise clean purchase orders to your suppliers and keep a record of what was ordered, from whom, at what price.

Suppliers

Supplier records that connect to your purchase orders.

Subcontractors

Subcontractor records built to work with CIS.

Timesheets

Simple time logging for you and your team.

Team map

See your team’s last known locations on a map, so the nearest pair of hands gets the job.