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Industry Certificates & Forms
Creating forms, certificates & uploading documents
Creating forms, certificates & uploading documents
How to create industry standard certificates, and add useful documents to your deals
Luke Johnson avatar
Written by Luke Johnson
Updated over a week ago

We understand how staying organised is important to running a healthy business. That's why we built the ability to create industry standard forms, and upload important documents against your deals.

You can use this feature for:

  • Creating industry standard forms such as safety certificates, and minor works forms.

  • Uploading before and after photos.

  • Adding your receipts or checklists from site surveys.

The video below demonstrates how this feature works within the web app.

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