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CertFlow Features | Lifting, Fire, HVAC & Health Safety Compliance Software

Inspection & Compliance Management Software

One Platform.
Every Compliance
Covered.

CertFlow manages lifting equipment compliance, fire safety compliance, HVAC and pressure systems and Health and Safety in one simple system. Digital certificates, mobile inspections, client portal and asset tracking, all built for UK engineers.

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Faster
Complete inspections, breakdowns and service reports in a fraction of the time. Engineers work on a clean mobile app, from site to signed PDF in minutes.
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Simpler
Everything in one place. Manage assets, clients, sites, jobs and reports through a clear interface built for engineering and fire safety companies.
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Cheaper
Fair per-user pricing with no setup fees, no expensive add-ons and no inflated enterprise costs. CertFlow protects your margins.

Compliance Coverage

Four Disciplines. One Compliance Platform.

Whether your team handles lifting equipment, fire safety, HVAC and pressure systems, or Health and Safety, CertFlow provides the same clean digital workflow for every discipline.

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Lifting Equipment Compliance
LOLER 1998 & PUWER 1998, statutory examinations & inspections
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LOLER Thorough Examinations
Statutory 6 or 12-month examinations for cranes, hoists, slings, shackles, forklifts and all lifting equipment. Compliant branded PDF certificates generated on site.
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Multi Asset LOLER Reports
Inspect multiple items of lifting equipment in a single site visit and generate one consolidated LOLER report, ideal for large accessory fleets.
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PUWER Inspections
Work equipment inspections under the Provision and Use of Work Equipment Regulations, with full defect recording and photographic evidence.
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Conformity & PSSR Reports
Declarations of conformity and Pressure Systems Safety Regulations reports, all from the same platform.
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Service & Breakdown Reports
Capture service visits and emergency breakdowns with full job history, parts notes and technician signatures.
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RAMS Documents
Generate Risk Assessment and Method Statements for lifting operations directly within the platform.
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Fire Safety Compliance
Regulatory Reform (Fire Safety) Order 2005, inspections, servicing & records
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Fire Extinguisher Inspections
Annual and interim inspection reports for all extinguisher types: CO2, water, foam, powder and wet chemical. Compliant certificates with photographic evidence, generated on site.
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Fire Door Inspections
Scheduled and ad-hoc fire door inspection reports covering leaf condition, seals, closers, signage and hardware, with pass/fail status and defect photos.
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Emergency Lighting Tests
Monthly flick tests and annual duration tests recorded digitally. All luminaire assets tracked with next test due dates and full test history.
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Fire Alarm Servicing Records
Quarterly and annual fire alarm service reports including zone testing, detector checks, panel inspections and call point verification. BS 5839 aligned.
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Fire Risk Assessment Records
Record, track and manage fire risk assessments across multiple client sites. Flag outstanding actions and track remediation progress to completion.
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Fire Suppression & Sprinkler Records
Service and inspection records for fixed fire suppression systems, sprinkler installations and gaseous suppression, with full asset and coverage tracking.
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HVAC & Pressure Systems
PSSR 2000, F-Gas Regulation & COSHH 2002, service records & examinations
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HVAC Service & Maintenance Reports
Full HVAC service records capturing equipment condition, works carried out, parts used and engineer sign-off. Branded PDFs generated on site.
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Pressure Systems Examinations (PSSR 2000)
Statutory written scheme examinations for pressure vessels, boilers and pipework. Compliant with PSSR 2000 with full asset history and next exam tracking.
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Boiler & Plant Inspection Records
Annual and interim boiler inspection and service reports with defect recording, photographic evidence and competent person sign-off.
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F-Gas Inspection & Leak Check Reports
F-Gas certified leak checks and inspection records compliant with UK F-Gas Regulation. Refrigerant charge, CO2 equivalent and engineer qualification details captured automatically.
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LEV Testing & Ventilation Surveys
Local Exhaust Ventilation examinations and test reports required every 14 months under COSHH Regulations 2002. Full asset register and test history retained.
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HVAC RAMS Documents
Risk Assessment and Method Statements for HVAC maintenance and installation works, generated directly within the platform.
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Health & Safety Compliance
HSWA 1974, MHSWR 1999, COSHH 2002, MHOR 1992 & DSE Regs 1992
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Risk Assessments
Statutory risk assessments under the Management of Health and Safety at Work Regulations 1999. Significant findings recorded, reviewed and tracked to completion across all client sites.
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COSHH Assessments
COSHH assessments under the Control of Substances Hazardous to Health Regulations 2002. Review dates tracked automatically with alerts when assessments are due for renewal.
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DSE Assessments
Display Screen Equipment assessments under the Health and Safety (DSE) Regulations 1992 for all regular workstation users, including remote workers.
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Manual Handling Assessments
Manual handling risk assessments under the Manual Handling Operations Regulations 1992 with full documentation, photographic evidence and review tracking.
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H&S Inspection Reports
Site safety inspections, workplace condition reports and H&S audit records with defect tracking, corrective action logging and sign-off workflows.
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H&S RAMS Documents
Health and Safety Risk Assessment and Method Statements generated for any operation or maintenance activity, branded and delivered to clients instantly.

How It Works

From Inspection to Certificate in Minutes

The same clean digital workflow powers every discipline, from job assignment to signed certificate in the client's hands.

1
Assign the Job
Manager assigns an inspection to an engineer against a client, site and specific assets.
2
Inspect On Site
Engineer opens the mobile app, completes the checklist, adds photos and records any defects or failures.
3
Capture Signature
Digital signature captured on screen. Competent person or engineer declaration embedded automatically.
4
Manager Approves
Report enters the approval queue. Manager reviews, edits if needed, then approves for client release.
5
Certificate Delivered
Branded PDF certificate appears in the client portal instantly. Compliance record stored permanently.

Supported Report Types

Every Certificate & Report, In One Platform

CertFlow generates all statutory and operational documents needed by lifting, fire safety, HVAC and Health and Safety companies. No third-party tools required.

Lifting & Equipment Compliance
LOLER Thorough Examination Multi Asset LOLER PUWER Inspection Conformity Declaration PSSR Report Service Report Breakdown Report RAMS PAT Testing
Fire Safety Compliance
Fire Extinguisher Inspection Fire Door Inspection Emergency Lighting Test Fire Alarm Service Report Fire Risk Assessment Sprinkler Inspection Fire Suppression Service Dry Riser Inspection
HVAC & Pressure Systems
HVAC Service Report Pressure Systems Examination (PSSR 2000) Boiler Inspection Record F-Gas Leak Check Report LEV Examination Report Ventilation Survey HVAC RAMS
Health & Safety
Risk Assessment COSHH Assessment DSE Assessment Manual Handling Assessment H&S Inspection Report H&S RAMS
Custom
Custom Report Templates Bespoke Inspection Forms Any Document Type on Request

Platform Capabilities

Built for Engineering & Compliance Companies

Every platform feature is designed around the needs of inspection companies managing compliance across multiple disciplines, clients, sites and asset types.

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Mobile App for Engineers
Engineers complete inspections on their phone or tablet. Whether completing a LOLER examination or a fire extinguisher check. Photos upload instantly, signatures are captured on screen and reports sync to the back-office in real time. Zero paperwork.
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Asset Register & Tracking
Scan any asset, a chain sling, fire door, boiler, emergency luminaire or workstation, to instantly view its full inspection history, next due date and compliance status. Manage thousands of assets across unlimited client sites.
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Overdue & Due-Soon Alerts
Your dashboard flags every asset approaching or past its inspection due date, across all four disciplines. Never miss a statutory interval or let a client’s compliance lapse.
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Free Client Portal
Every client gets a secure portal to view their certificates, inspection history and asset compliance records at any time. No chasing emails. No admin burden. Clients simply log in and access everything they need.
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Approval Workflow & Audit Trail
Managers review and approve reports before they reach clients. Full audit logging of every action: timestamps, IP addresses, user identity, providing a defensible compliance record across lifting, fire, HVAC and Health and Safety work.
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Offline Working
Complete inspections with no signal, in plant rooms, basements, or remote locations. CertFlow’s Progressive Web App works fully offline and syncs everything automatically when connectivity is restored.
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Custom Report Templates
Build bespoke inspection forms with drag-and-drop fields, sections and conditional logic. Your branding is applied automatically to every certificate. Request a completely custom document layout from our team.
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Companies, Sites & Location Management
Organise clients, sites, zones and precise sub-locations (bays, floors, rooms, racks) in one structured hierarchy. Track assets and compliance status across large, complex property portfolios without complexity.
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Role-Based Security
Granular permissions for Admin, Manager, Inspector and Client roles. Team invitations, row-level data isolation and secure access control ensure the right people see the right data, nothing more.
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Secure Cloud Storage & Audit
Encrypted cloud infrastructure with 99.9% uptime. Every certificate, report and audit log is securely retained and available on demand, ready for HSE or fire authority inspection at any time.
Need a feature that’s not listed?
We will design and integrate any feature you need. It's more affordable than you think. Talk to our team about custom document types, integrations or bespoke workflows.
Contact Us β†’

Ready to Manage All Your Compliance in One Place?

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FAQs

Frequently Asked Questions

Common questions about CertFlow's features, compliance coverage and how the platform works.

CertFlow supports a full range of compliance documents including LOLER thorough examinations, Multi Asset LOLER, PUWER, RAMS, Conformity, PSSR, PAT, a complete suite of fire compliance reports (extinguisher, fire door, emergency lighting, alarm servicing, risk assessments), HVAC and pressure systems documents (HVAC service reports, PSSR 2000 examinations, F-Gas leak checks, LEV examination reports) and Health and Safety documents (risk assessments, COSHH, DSE, manual handling and H&S RAMS).
Yes. CertFlow generates HVAC service reports, pressure systems examinations (PSSR 2000), boiler inspection records, F-Gas inspection and leak check reports, LEV examination reports and HVAC RAMS on site. All documents are branded PDFs delivered instantly to the client portal. Asset due dates are tracked automatically across all systems.
Yes. CertFlow manages risk assessments, COSHH assessments, DSE assessments, manual handling assessments, H&S inspection reports and H&S RAMS, all within the same platform used for lifting, fire and HVAC compliance. Review dates are tracked automatically and overdue assessments are flagged on your dashboard.
Yes. CertFlow manages the full spectrum of fire safety compliance: fire extinguisher inspections, fire door inspections, emergency lighting tests, fire alarm servicing, fire risk assessments and fire suppression system records, all in the same platform used for LOLER, PUWER, HVAC and Health and Safety.
Yes. Engineers use a clean mobile app to complete inspections, capture photos and obtain digital signatures on site, across all disciplines. Everything syncs automatically to the back-office dashboard in real time.
Yes. You can manage unlimited companies, sites, zones and sub-locations from one dashboard. Role-based access means each team member and client sees only the data relevant to them. Ideal for inspection companies with large, diverse client portfolios across multiple compliance disciplines.
Yes. CertFlow automatically applies your company branding to every certificate. If you need a custom document layout or a report type not currently listed, simply contact our support team and we will build it into your account. Custom features are more affordable than you think.
Yes. CertFlow uses encrypted cloud hosting with 99.9% uptime, encrypted communication and strict access control. Every user action is logged with timestamps, IP addresses and activity detail, providing a complete, defensible audit trail for HSE, fire authority and other regulatory requirements.
Yes. You can upload assets in bulk and import historical inspection data to keep everything in one system from day one. Our onboarding team will help you migrate your existing records at no extra charge.
Yes. Setup help, training and ongoing support are included at no charge for all accounts. You also get access to our customer support team to resolve any issues and keep your operations running smoothly.

Feature not listed?

a computer screen with a bunch of code on it

We will design and integrate ANY feature you want. 

It's more affordable than you think to have custom features designed and integrated into CertFlow.