Certificate workflow
5- Standard service/maintenance certificate workflows
- Certificate creation, editing, sending, and deletion
- Organization branding and certificate templates
- Client and branch selection
- Branch bulk import
All features
Module
Certificates and field-service documentation
Field work documented, signed and shared with the client.
Start free trial 27 capabilities · 5 areas
- Certificate workflowStandard service/maintenance certificate workflows5
- Field dataProduct and materials catalog8
- Insight and collaborationAI certificate summaries and aggregate summaries3
What’s included
Everything in Certificates and field-service documentation
27 documented capabilities across 5 areas.
Field data
8- Product and materials catalog
- Machines and service equipment
- Device logs and device history
- Marker/activity tracking
- Service items, documents, suggestions, and signatures
- Site plans and client sketches
- AI conversion of sketches
- Field photographs and AI photo enhancement
Insight and collaboration
3- AI certificate summaries and aggregate summaries
- Certificate trends and statistics
- Real-time collaboration, locks, collaborators, and readiness states
Sharing and access
10- Public certificate links
- OTP-protected certificate access
- Customer electronic signatures
- Certificate PDF/archive access
- Safety Data Sheet access
- Scheduled certificate notifications
- Public notification acknowledgement
- Client access controls
- Dedicated certificate client portal
- Aggregate client/branch reporting
Tenant-specific
1- A separate aromatization certificate workflow, with its own dashboard, product options, machines, branches and settings, enabled only for organisations that need it.
Works together with
Connected to the rest of your business
- 16 capabilities
Client portals and public experiences
Self-service for your clients, without another login to manage.Explore - 7 capabilities
Mobile and personal workspace
A responsive workspace with personal preferences that follow each user, not the whole organization.Explore - 17 capabilities
AI capabilities
An organization-scoped assistant plus AI inside each module.Explore - 23 capabilities
Organization settings and administration
Configure once — numbering, templates, roles, tax and locale.Explore
Bring your business workflows together
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