Every client’s full history, one tap away
Every client’s properties, jobs, certificates, quotes and invoices in one record, so "which certificate for which flat?" takes one tap to answer.
Client management, properties and CSV import are all included in the free plan; Pro adds compliance reporting across every property, and is what sends a finished certificate to a customer.
A landlord rings about "the certificate for the flat": which flat, which certificate, which year? The answer is in your inbox, your old app, and a shoebox. Meanwhile the letting agent wants copies of everything, again.
What you get
- Client records with linked properties, jobs, quotes, invoices and certificates
- Import your existing client list from a CSV in minutes
- Search a client by name and see every job, property and document attached to them
- Contact details, notes and full work history in one place
- Built for landlords and agents with multiple properties
How it works
Bring your book
Import clients from a CSV: from Tradify, a spreadsheet, wherever. Properties and history build up from there.
Work as normal
Every quote, job, cert and invoice you create attaches itself to the client automatically.
Send the link, not the email chain
Send any certificate, quote or invoice as a secure link. They open it on their phone without an account. Sending a certificate out needs Pro or the 14-day trial; filling one in and checking it does not.
Common questions
Can my letting agent see all their landlords’ certificates?
There is no agent login. You send the documents they need by link, one at a time, so an agent never sees anything you have not sent them.
How many clients can I have?
As many as you like. The free plan has no limit on clients or properties; Pro adds branding, automatic renewal reminders and your whole team on one price.