Everything between a blank PDF and a finished certificate
Upload the templates you already use, map them visually, capture real data on site, and generate polished documents with AI assistance at every step.
Built for office and field
One workflow from template to signed-off report
Most teams lose time at the handover between site and office. These two capabilities remove that handover entirely.
Mobile capture that keeps work moving
Record site notes, capture photos and collect inspection evidence where the work happens, then let that information flow into the same certification and reporting workflow the office uses.
- Capture jobs, notes and photos in the field
- Reduce retyping between site and office teams
- Keep evidence tied to the right job and report
AI that accelerates template creation
Let AI detect document structure, identify likely input areas, and speed up setup from static PDFs to reusable workflow templates for certification and reporting.
- AI-assisted blank-field and layout detection
- Faster setup from the PDFs you already use
- Less manual prep and fewer missing fields
Capabilities
Six building blocks you can mix to fit your certificates
Use the whole set as one workflow, or start with template conversion and add capture later.
Visual report template builder
Use a visual builder to place fields exactly where they belong. Click to add, drag to draw, then resize and reposition with precision. Your team keeps full control over every mapped area, whether AI finds it first or you place it manually.
- Manual field placement for total control
- Resize and reposition fields directly on the PDF
- Fast point-and-click editing with no specialist tools
Text and branding editor
Update customer-facing templates without leaving the platform. White-out and replace logos, headers, footers and text blocks so every generated report reflects your own branding, formatting and wording.
- Replace logos, headers, footers and text directly in the PDF
- White-out unwanted supplier or legacy branding cleanly
- Control typography, placement and presentation
Dynamic auto-fill tokens
Insert dynamic tokens anywhere you need live data to appear. Merge job, customer and company details into your reports automatically so every document is accurate, consistent and ready to send.
- Use tokens such as {{job.address}} and {{client.name}}
- Auto-fill company details, contacts and job data
- Generate consistent reports without copy-and-paste errors
ServiceM8 data mapping
Connect your report templates to live ServiceM8 information so mapped fields pull through the right job, customer and company values at generation time, keeping workflows aligned with the data your team already relies on.
- Map template fields to ServiceM8 job, customer and company data
- Keep generated reports aligned with live operational records
- Streamline report production across office and field
Secure cloud storage
Store templates, generated reports and supporting business data securely in the cloud. Your team gets reliable access to the latest files while sensitive customer and compliance information stays protected.
- Secure storage for templates and generated documents
- Reliable access from anywhere your team works
- Built for safe handling of report and customer data
See your own certificate inside the platform
Send us the PDF you issue today and we will show exactly how it converts, maps and generates.