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
- Client portal: share a secure link where a landlord or agent sees their certificates, quotes and invoices — no login, no chasing you for copies
- 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.
Hand them the portal
Generate a secure portal link for a client and they can self-serve their documents instead of ringing you.
Common questions
Can my letting agent see all their landlords’ certificates?
You can share a portal link per client — the agent sees the certificates, quotes and invoices that belong to them, nothing else.
How many clients can I have?
The free plan covers your clients with up to 5 properties; Pro removes the property limit.
Works with
Hundreds of compliance certificate types across the UK, Ireland, Australia and the US — created on your phone, delivered as professional PDFs.
CertBox watches every expiry date and brings the annual work back to you — automatically.
Your own public booking link: customers pick a service and request a slot, you confirm by SMS or email.