New inside HivePlanner

Build and issue
compliance documents
without leaving the job.

HiveSuite includes 18 pre-built UK-standard certificate templates - CP12/LGSR gas safety records, EICR 18th Edition, PAT Testing, Fire Alarm BS 5839, Emergency Lighting BS 5266, and more. Build your own custom templates with drag-and-drop or AI, add conditional fields and repeating sections, and issue documents directly from jobs inside HivePlanner. Numbered PDFs, next-check-due tracking, and customer portal sharing - all built in.

UK-standard starting templates

Start from preloaded UK-standard templates for certificates, RAMS, checklists, and method statements - or save your own workspace-specific definitions for repeat use.

Document numbering

Each issued document carries its own document number and saved snapshot for traceability.

Issue and expiry dates

Capture validity windows where needed and keep a clean record against the job and customer.

Conditional fields

Add logical show or hide rules so extra fields only appear when they are relevant to that document type or answer set.

Portal visibility

Choose whether a document stays internal or becomes downloadable in the customer portal.

Included workflow Preloaded UK-standard templates Conditional fields Custom workspace templates PDF output Portal document sync Job-linked issuance

How it works

From template to issued document

1

Choose a document type

Start with a preloaded UK-standard template - certificate, RAMS, checklist, or method statement - or select one your workspace has already saved.

2

Fill the issue form

Complete the relevant fields, review the definition summary, and use conditional sections that appear only when they are relevant.

3

Generate the record

HiveSuite saves the document number, field values, and a snapshot of the definition against the job.

4

Share when appropriate

If portal visibility is enabled, the PDF can appear in the customer portal document area without separate admin work.

Pre-built templates

18 UK-standard certificate templates included

Templates are designed around common UK trade and compliance workflows. Use them as-is or customise them for your business.

Gas

  • CP12 / LGSR - Gas Safe Landlord Gas Safety Record

Electrical

  • EICR - Electrical Installation Condition Report (18th Edition, BS 7671:2018)
  • Electrical Installation Certificate (18th Edition)
  • Minor Electrical Installation Works Certificate (18th Edition)
  • Domestic Visual Condition Report (18th Edition)
  • PAT Testing Certificate (IET Code of Practice)

Fire & Safety

  • Fire Alarm Inspection & Servicing - non-domestic & Grade A (BS 5839-1:2025)
  • Fire Alarm Inspection & Servicing - Grade C, D, F domestic
  • Emergency Lighting Completion Certificate (BS 5266-1:2025)
  • Emergency Lighting Periodic Inspection & Testing
  • Emergency Lighting Site Compliance Certificate
  • Fire Extinguisher Service Certificate (BS 5306-3 & BAFE SP101)
  • Fire Risk Assessment (FSO 2005 & Building Safety Act 2022)

Specialist

  • F-Gas Equipment Record & Leak Check Log
  • Oil Boiler Service Certificate (OFTEC)
  • Legionella Risk Assessment Certificate (L8 ACOP / HSG274)
  • Asbestos Certificate for Reoccupation (HSG248 Four-Stage Clearance)

Custom templates

Build your own certificate templates

Need a template we don't have? Create your own from scratch using the visual builder or describe what you need in plain English and let HiveAssist generate it for you.

Visual drag-and-drop builder

Design certificate templates with a visual editor. Add fields, organise sections, set conditional rules, and preview the output before saving.

AI-assisted template creation

Describe what you need in plain English - "Create a gas safety certificate for landlord work with appliance list and pass/fail results" - and HiveAssist generates the template for you.

Signature capture

Add drawn signature fields to any template. Engineers and customers sign directly on screen and signatures are embedded in the PDF.

Repeating sections

Add repeater tables for appliance registers, circuit schedules, equipment lists, or any data that needs multiple rows.

Conditional logic

Show or hide fields based on previous answers. Keep forms clean and only ask for extra information when it is relevant.

Custom branding

Override colours and add your company logo. Every PDF carries your business branding, not generic formatting.

What it solves

Keep compliance output connected to the rest of the job record

Issued from live jobs

Documents are generated in the context of the job rather than as isolated PDFs on someone's desktop.

Stored with customer history

Issued documents sit alongside the job and customer record for easier retrieval later.

Portal visibility is deliberate

You can keep a document internal or make it visible in the customer portal as part of the document library.

Handles conditional logic

Use logical visibility rules so the document stays cleaner and only asks for extra information when a prior answer makes it relevant.

Built for real output

The workflow is designed around preloaded standards, saved definitions, completed fields, and PDF generation rather than generic note taking.

Common questions

Frequently asked questions

Does HiveSuite include gas safety certificate templates?
Yes. HiveSuite includes a pre-built CP12/LGSR Landlord Gas Safety Record template designed to capture the information required under the Gas Safety (Installation and Use) Regulations 1998. Issue gas safety records directly from jobs with automatic document numbering, next-check-due tracking, and optional customer portal publishing. You can also create custom gas certificate templates using the drag-and-drop template builder or HiveAssist AI.
Can I create my own certificate templates?
Yes. The visual template builder lets you create custom certificate templates from scratch with drag-and-drop. Add text fields, date pickers, checkboxes, dropdowns, drawn signature fields, and repeating table sections. You can also describe what you need in plain English and HiveAssist will generate the template for you.
What certificate templates are included with HiveSuite?
HiveSuite includes 18 pre-built UK-standard templates: CP12/LGSR gas safety record, EICR 18th Edition (BS 7671:2018), Electrical Installation Certificate, Minor Electrical Installation Works Certificate, Domestic Visual Condition Report, PAT Testing Certificate (IET Code of Practice), Fire Alarm Inspection (BS 5839-1:2025) for non-domestic and domestic systems, Emergency Lighting certificates (BS 5266-1:2025), Fire Extinguisher Service Certificate (BS 5306-3), Fire Risk Assessment (FSO 2005), F-Gas Equipment Record, Oil Boiler Service Certificate (OFTEC), Legionella Risk Assessment (L8 ACOP), and Asbestos Certificate for Reoccupation (HSG248).
Can I share compliance documents with customers?
Yes. Any certificate or compliance document you issue can be published to the HiveSuite customer portal. Customers log in to their branded portal and find certificates in their document library alongside quotes, invoices, and other files. You control which documents are visible and which stay internal.
Does HiveSuite include EICR templates?
Yes. HiveSuite includes a pre-built EICR (Electrical Installation Condition Report) template designed around the 18th Edition (BS 7671:2018) requirements, plus Minor Electrical Installation Works Certificate, Electrical Installation Certificate, Domestic Visual Condition Report, and PAT Testing Certificate templates.
Is the compliance certificate builder included on all plans?
Yes. The Document Builder, all 18 pre-built templates, custom template creation, and unlimited document issuance are included on every HiveSuite plan from Solo (£34.99/month inc. VAT) upwards. There are no add-ons or per-certificate charges.

Add compliance documents to your existing workflow

Issue PDFs from jobs, keep the records attached to the customer, and surface them in the portal when you want customers to access them.

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