Where do I see everything I’ve added?
CertNudge provides multiple ways to view your data, from a high-level dashboard overview to detailed property and certificate lists.
Property Detail View
Individual Property Focus
Click on any property name to see all certificates attached to that specific property. From here you can:
- View all certificates grouped in one place.
- Upload new certificates directly to the property.
- Manage existing documents for that address.
Dashboard "At-a-Glance" Overview
Your main dashboard provides an instant overview of certificate status across your entire portfolio with intuitive colour-coding:
Compliant
Valid for 30+ days
Certificates are in good standing.
Expiring Soon
Expiring in 30 days
Action will be needed soon.
Expired
Expired certificates
Immediate action required.
How Views Connect
Top-Down View
- Dashboard: High-level overview of all certificate statuses.
- All Properties: List of every property you manage.
- Property Detail: View all certificates for one property.
- Certificate Detail: Individual certificate information.
Filter by Type
- All Certificates: Master list of every certificate.
- Filter by type: e.g., view all Gas Safety, EICR, etc.
- Filter by status: e.g., view all 'Valid' or 'Expired'.
- Search: Find specific certificates quickly.
Quick Access Scenarios
"What's my overall portfolio health?"
Use the Dashboard. The colour-coded status shows you urgent items first.
"I need to see all my Gas Safety certificates."
Use the All Certificates page. You can then filter and sort by certificate type.
"What's the status for '123 High St'?"
Use the Property Detail view. Click the property to see all its certificates in one place.
"What do I need to renew this month?"
Use the Dashboard. The 'Amber' (expiring soon) and 'Red' (expired) items show you exactly what needs action.