HiveSuite
Build and issue
compliance certificates
without leaving the job.
HiveSuite now includes a certificate builder with preloaded UK-standard templates, reusable custom definitions, logical or conditional fields, and a job-linked issuance flow inside HivePlanner. Create numbered PDFs, set issue and expiry dates, and decide whether each certificate should appear in the customer portal.
UK-standard starting templates
Start from preloaded UK-standard certificate templates or save your own workspace-specific definitions for repeat use.
Certificate numbering
Each issued certificate carries its own certificate 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 certificate type or answer set.
Portal visibility
Choose whether a certificate stays internal or becomes a downloadable document in the customer portal.
How it works
From template to issued certificate
Choose a certificate type
Start with a preloaded UK-standard certificate template or select one your workspace has already saved.
Fill the issue form
Complete the relevant fields, review the definition summary, and use conditional sections that appear only when they are relevant.
Generate the record
HiveSuite saves the certificate number, field values, and a snapshot of the definition against the job.
Share when appropriate
If portal visibility is enabled, the PDF can appear in the customer portal document area without separate admin work.
What it solves
Keep compliance output connected to the rest of the job record
Issued from live jobs
Certificates are generated in the context of the job rather than as isolated PDFs on someone's desktop.
Stored with customer history
Issued certificates sit alongside the job and customer record for easier retrieval later.
Portal visibility is deliberate
You can keep a certificate internal or make it visible in the customer portal as part of the document library.
Handles conditional logic
Use logical visibility rules so the certificate 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.
Connected modules
Part of a wider customer-facing workflow
HivePlanner
Schedule work, assign crews, and issue certificates from the same operational flow.
Customer Portal
Let customers download shared certificates alongside quotes, invoices, reports, and other documents.
All Features
See how certificates fit into the rest of HiveSuite rather than acting as another disconnected tool.
Add certificates 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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