What is live, what we are building, and what comes next
A transparent view of the platform. Shipped means it is in production today, in progress means it is actively being built, and coming soon means it is designed but not released.
Shipped
Live in the platform today.Secure platform & report storage
Multi-tenant SaaS platform with secure sign-up, role-based access, protected document handling, and cloud storage for templates, certificates, and customer-linked report records.
ServiceM8 sync & data mapping
IntegrationConnect ServiceM8 to pull jobs, customers, staff, and company details into your workflow so report templates can map directly to live business data instead of relying on manual re-entry.
PDF report template upload
Upload the PDF report designs you already use and convert them into editable digital templates without starting from a blank canvas.
AI blank-field detection
AIAI helps identify likely blank input areas across uploaded PDFs, speeding up setup by surfacing the places where report data should be captured or merged.
Manual field placement
Place fields anywhere on the page with click-and-drag controls, then resize and reposition them precisely so every template matches your required layout.
Text & branding editor
NewWhite out and replace logos, headers, footers, and static text directly on the PDF with full control over copy, font styling, colour, size, and alignment.
Dynamic {{handlebars}} tokens
NewInsert reusable tokens such as job, customer, company, and engineer data into text overlays so reports can auto-fill from connected data sources at generation time.
In progress
Being built and refined right now.Live report generation
Generate completed PDFs from saved templates by combining mapped fields, branding edits, overlays, and dynamic data merges into production-ready reports in one flow.
Template persistence
Save and restore uploaded PDF templates, field mappings, editor changes, and layout decisions so teams can reuse, refine, and manage report formats over time.
Customer portal
Give customers a secure place to access, download, and verify the reports and certificates you have issued to them without extra back-and-forth.
Coming soon
Designed, not yet released.Mobile app
A native iOS and Android app for field engineers to capture inspection data on site, sync instantly with the platform, and trigger report generation faster.
Void property inspection reports
PlannedA mobile-first workflow for councils and housing associations to capture end-of-tenancy and void checks room by room, including photos, defect notes, meter readings, key handover details, and repair actions, then generate a clean PDF report from the inspection.
Certificate expiry notifications
Automated reminders for you and your customers before certificates expire, helping you stay ahead of compliance deadlines without manual chasing.
White-labelling
Apply your own logo, colour scheme, and domain to the platform and customer portal for a more fully branded client experience.
Bulk report generation
Generate large batches of personalised reports at once for high-volume jobs, recurring inspections, and portfolio-wide compliance work.
Analytics & insights dashboard
Track issuance volumes, expirations, engineer productivity, and compliance trends with exportable reporting and operational insight tools.
Need something that is not on the list?
Tell us the workflow you are missing. Customer requests are the main reason items move up this roadmap.