A complete operating system for PPM contracts
Eight tightly integrated modules. Built for ServiceM8 service businesses.
Contracts
Structured contracts per client and site. Term dates, renewal logic, value tracking, full activity history, and document storage.
- Client + site separation
- Status workflows (Draft / Active / At risk / Renewing / Ended)
- Renewal reminders
- Document attachments
- Activity log per contract
Assets
Every asset under contract — with category, install date, location, manufacturer, replacement cycle, and the visits attached to it.
- Asset categories per industry
- Install date + replacement cycle
- Visit history per asset
- Bulk import from CSV
Schedules
Define service frequency once per asset. The platform calculates the next visit date, every time, and forecasts a year out.
- Per-asset cadence
- Year-ahead visit forecasting
- SLA-aware scheduling
- Engineer assignment hints
Job Generation
Push contract visits into ServiceM8 as proper jobs — with description, location, and category — without copy-paste.
- One-click push to ServiceM8
- Automatic monthly batch generation
- Pre-mapped job categories
- Two-way job status sync
Compliance
Live compliance score per site and per contract. Certificate expiries, overdue visits, and replacement cycles all visible at a glance.
- Asset-level compliance scoring
- Certificate expiry alerts
- Overdue visit dashboards
- Audit-ready trails for inspections
- Fire panel cert · Site BExpires in 9 days
- PAT testing · Office HQCompliant
- Smoke detector · Floor 3Visit scheduled
Customer Portal
Branded login per client. Contracts, visits, assets, documents and uploads — without the back-and-forth.
- Per-client branded portal
- Visit & contract visibility
- Document downloads + uploads
- Asset register access
- Quarterly fire alarm test22 Apr · 09:00
- Emergency lighting check30 Apr · 14:00
- Annual extinguisher service12 May · 10:30
Stripe Billing
Recurring contract subscriptions, payment links, and pay-to-sign — without duplicate invoices alongside ServiceM8.
- Stripe subscriptions per contract
- Pay-to-sign new contracts
- Automatic retries on failed cards
- Invoice history per client
Reports
Operational, compliance, and revenue reports — exportable, scheduled, and live.
- Compliance reports per site
- Revenue by client / contract
- Engineer performance
- Renewal pipeline forecasting
- Visit completed · Site A
- Cert uploaded · Panel-12
- Renewal sent · Acme
- Payment received · £840