Track certificate expiry dates across your assets, business, suppliers, and staff. Get automated email reminders before anything lapses. See compliance status at a glance with traffic-light indicators.
PPM gives you compliance tracking at the asset level (included) and at the business level (via the CertTracker extension).
Track compliance certificates against your equipment and assets — gas safety, electrical testing, fire equipment inspections, and more.
Track your own company certificates, sub-contractor insurance, and staff training credentials — all in one place.
Record certificates with issue date, expiry date, reference number, and upload the actual document. Choose from pre-seeded types or create your own.
PPM sends email reminders at 90, 60, 30, 14, and 7 days before expiry (customisable). You never need to check a spreadsheet again.
When it's time to renew, click "Renew" — the old document is preserved with a "Renewed" status and a new one is created. Full renewal history is tracked.
Every document, supplier, and staff member gets a traffic-light compliance status — so you know exactly where you stand.
More than 30 days until expiry
Expiring within 30 days
Past expiry date
Replaced by a newer version
Asset certificate tracking included. CertTracker available as a free beta extension.
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PPM tracks two levels of compliance: asset-level certificates (gas safety, electrical testing, fire equipment inspection) and business-level compliance via the CertTracker extension (available separately as a free beta) (public liability insurance, contractor licences, staff training certificates, and more).
PPM sends email reminders at configurable intervals before a certificate expires — typically at 90, 60, 30, 14, and 7 days. You can customise these intervals and the email template. Reminders are sent to the account owner and optionally to the supplier or staff member.
Yes. The CertTracker extension (available separately as a free beta) lets you maintain a directory of suppliers with their insurance certificates, contractor licences, and other compliance documents. Each supplier gets a traffic-light compliance status so you can see at a glance who's compliant.
Yes. Asset certificates can be uploaded via ServiceM8 attachments. CertTracker documents are stored securely in the cloud — upload PDFs, Word documents, or images directly against each record.
Start tracking certificates and never miss an expiry deadline again. 30-day free trial, no credit card required.