HiveSuite
New Feature Release 10 May 2026 6 min read

Compliance Certificates, Built Into Your Jobs

Issue Gas Safety records, EICRs, PAT Testing registers, and more directly from HivePlanner - with branded PDFs, customer portal publishing, and all the right fields for UK regulatory standards.

The compliance paperwork problem

For many trades, compliance certificates aren't optional - they're a legal requirement. A gas engineer can't leave a property without a CP12. An electrician completing installation work needs to issue an EICR or Minor Works Certificate. PAT testers, fire alarm engineers, and F-Gas technicians all have their own documentation obligations.

Until now, that paperwork lived in a completely separate world from the rest of your job management. Third-party certificate apps, generic PDF templates, printed forms, or - at worst - handwritten sheets that get lost or damaged. HiveSuite now brings compliance certificates into the same platform where you manage your jobs, customers, and invoices.

Issue from the job, not a separate app

Open any HivePlanner job and issue a certificate directly from it. Customer name, site address, and engineer are pre-filled automatically - no copying details across.

Branded, professional PDFs

Every certificate generates a clean, branded PDF with your business details. Ready to send to the customer or keep on file the moment you tap issue.

Published to the customer portal

Certificates can be pushed to the customer's portal document library automatically - no emails, no attachments, no chasing. Customers find their certificates exactly where they need them.

UK regulatory standards built in

Every built-in preset reflects real UK requirements - not generic templates. CP12, EICR to the 18th Edition, BS 5839 fire alarms, BS 5266 emergency lighting, and more.

Built-in presets for UK trades

HiveSuite ships with twelve industry-standard certificate presets, each built to reflect real UK regulatory requirements and workflows. You can use them exactly as they are, or customise them to match how your business operates.

Gas

  • Gas Safe Landlord Gas Safety Record (CP12)

Electrical

  • EICR (18th Edition)
  • NICEIC Electrical Installation Certificate (18th Edition)
  • Minor Works Certificate (18th Edition)
  • PAT Testing Register

Fire & Safety

  • Fire Alarm Inspection (BS 5839-1:2025)
  • Emergency Lighting Certificate (BS 5266-1:2025)

Other

  • F-Gas Equipment Record
  • Plus additional custom types for your trade

The Certificate Builder

The presets cover most trades, but every business works slightly differently. The Certificate Builder lets you create your own certificate types from scratch - or adapt any of the presets - with full control over fields, layout, and branding.

Custom fields and conditional logic

Each certificate type is built from a set of fields you define. Text fields, dropdowns, date pickers, checkboxes, signatures - you choose what's relevant to your work. Conditional logic means certain fields can show or hide based on answers elsewhere, keeping the form clean and focused for whoever's filling it in.

Repeating sections for inspection tables

Many compliance certificates require repeating entries - the appliance register on a CP12, circuit schedules on an EICR, or a list of tested equipment for PAT. The Certificate Builder supports repeating table sections: each row has its own sub-fields, and engineers can add or remove rows as needed on the job.

Edit certificates after issue

Mistakes happen in the field. If a value needs correcting after a certificate has been issued, you don't have to void it and start over. Any issued certificate can be reopened, updated, and regenerated - with the corrected PDF replacing the original. Issue date, expiry date, and portal visibility can all be adjusted at the same time.

How it fits into your workflow

Compliance certificates in HiveSuite are tied to HivePlanner jobs, which means they fit naturally into how you already work:

  • Schedule the job in HivePlanner as normal.
  • Complete the work on site - open the job in the mobile app.
  • Tap "Compliance Certificates" on the job to issue a certificate.
  • Customer details, site address, and engineer name are already filled in.
  • Complete the certificate fields, add repeating entries if needed, and issue.
  • A branded PDF is generated instantly and optionally published to the customer portal.

The whole process happens inside HiveSuite - no switching apps, no emailing yourself a file to send later, no paper to scan and attach manually afterwards.

Landlord compliance made simple

If you service rental properties, the CP12 workflow is particularly useful. Issue the Gas Safety Record directly from the job, publish it to the landlord's customer portal, and they have a permanent digital copy to keep on file. No posting, no emailing attachments, no chasing for the record months later.

Everything in one place

Because certificates are linked to jobs and customers, you build up a complete compliance history automatically. Every certificate you issue is stored against the relevant customer and job - searchable, accessible, and ready to re-issue as a PDF whenever you need it.

For businesses that carry out regular inspection or servicing work, that history becomes genuinely valuable: evidence of past work, a record of what was tested and when, and a paper trail if a compliance question is ever raised.

Included with all HiveSuite plans

Compliance Certificates are part of HiveSuite - not an add-on or a separate subscription. Every plan from Solo upwards includes the Certificate Builder, all built-in presets, and the ability to issue unlimited certificates from your jobs.

Ready to bring your compliance paperwork into HiveSuite?

Open HivePlanner, find a job, and issue your first certificate. The built-in presets mean you can be set up in minutes - no configuration required for CP12s, EICRs, and most common UK compliance documents.

  • Browse the built-in presets
  • Issue a certificate from a job
  • Generate a branded PDF
  • Publish to the customer portal
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