What’s the first thing I should do after signing up?
Getting Started & On-Boarding
After signing up, your first step is to add a property and then upload a certificate. This will immediately populate your dashboard.
Your First Steps on the Platform
1
Add Your First Property
From your dashboard, click the "Add Property" button to begin.
Required Information:
- Property Name: An easy-to-remember name (e.g., '123 High Street').
- Address: The full street address of the property.
- Postcode: The property's postcode.
2
Upload Your First Certificate
Once the property is saved, select it and click "Add Certificate".
Certificate Details:
3
View Your Live Dashboard
Your certificate will now be visible on the main dashboard, showing its compliance status and renewal timeline.
Pro Tip
We recommend starting with your most critical certificate (like a Gas Safety certificate) to see how our automated reminder system works.