Introduction to CertBox
CertBox is a mobile application designed to help trade professionals manage their business from their phone. It offers a comprehensive solution for creating, sending, and managing certificates, quotes, invoices, and job management. With over 173 certificate types, CertBox simplifies the process of handling safety inspections, compliance documentation, and business operations on the go.
The app is ideal for tradespeople such as electricians, plumbers, gas engineers, and HVAC technicians who need to document their work efficiently. It supports offline functionality, ensuring that users can fill out forms even without an internet connection. CertBox also integrates with major accounting platforms like QuickBooks, Xero, and Stripe, making it a powerful tool for both individual contractors and small teams.
Takeaways
- Create and manage 173+ certificate types
- Generate quotes and invoices directly from the app
- Work offline and sync when back online
- Integrate with accounting software (QuickBooks, Xero, Stripe)
- Send PDFs securely to clients and agents
- Track expiry dates and manage compliance
- Search and retrieve past certificates easily
- Pre-fill new certificates based on previous entries
- Customizable templates aligned with US standards (NFPA, NEC, IPC, IMC)
How CertBox Works
- Pick a Certificate: Choose from over 173 certificate types, including gas, electrical, fire, plumbing, and more.
- Fill It On-Site: Complete the form while on location, even without an internet connection. Sign the form directly on your device.
- Send the PDF: Share a secure link with the client or agent. The PDF is stored in your account indefinitely for easy access.
Core Benefits and Applications
| Benefit | Description |
|---|---|
| Efficiency | Reduce paperwork and save time by completing forms on-site. |
| Compliance | Ensure all certificates meet industry standards (NFPA, NEC, etc.). |
| Accessibility | Access all documents from any device, anytime. |
| Cost Savings | Avoid the costs associated with paper, printing, and scanning. |
| Collaboration | Easily share and store documents for better team coordination. |
Common Questions
How much does CertBox cost? CertBox starts at $9.99/month for individual contractors, with a 10-day free trial. Teams of 4+ pay $34.99/month.
Do property managers accept CertBox certificates? Yes, the certificates are formatted to meet industry standards and are accepted by property managers and local authorities.
Are the certificates compliant? Each certificate includes built-in compliance checks based on relevant US standards, such as NFPA 54 for gas, NEC (NFPA 70) for electrical, and others.
Can I use CertBox on-site without signal? Yes, you can fill out forms offline and sync them once you have a connection.
