Eliminate compliance risk when assigning suppliers
When you assign maintenance work, you need quick proof that each supplier meets your requirements. Supplier Compliance gives you clear rules, real-time checks at assignment, and one place to store documents so you assign work with confidence.
Available for Core, Pro and Enterprise customers.
Define compliance types and set work rules
Create your own supplier compliance types, such as public liability insurance or electrical certification. Assign those types to different kinds of work so requirements stay consistent across your team.
Link requirements to maintenance tasks
Connect your compliance checks to maintenance tasks so the right rules apply to the right jobs. This keeps work moving while reducing risk.
Check supplier status during assignment
Use the Supplier Compliance area in your Compliance Hub to see which suppliers meet your standards before work begins. You remove guesswork and only assign qualified suppliers.
Centralize records in Compliance Hub
Store and manage insurance documents, trade licences, and safety certifications in one place. Track who is up to date and ready to go, and keep a clear audit trail.
Set up Supplier Compliance
- Create supplier compliance types (for example, public liability insurance or electrical certification).
- Assign each compliance type to the relevant work types you manage.
- Link these checks to maintenance tasks so requirements apply automatically.
- Assign a supplier to a task and confirm their compliance status at the point of assignment.
- Review and update supplier records centrally in the Compliance Hub.
Watch how it works
Video overview: See how to define requirements by supplier work type, link checks to maintenance tasks, view compliance status at assignment, and manage all records in the Compliance Hub.
Learn more about Supplier Compliance here →
Organize complex portfolios with Property Groups
Portfolios with estates, mixed-use developments, or multiple ownership entities need more than a two-level hierarchy. Property Groups adds a new layer so you group related properties into blocks, estates, or ownership portfolios and manage them as a single unit.
Available for Core, Pro and Enterprise customers.
Group related properties into a single structure
Create groups that reflect how your assets operate in the real world. Avoid workarounds with Areas and keep important details, like ownership information, where they belong.
Manage shared maintenance and compliance at group level
Handle maintenance and compliance tasks for shared or common areas across the entire group. Work stays coordinated and clear for everyone involved.
Add notes and centralize context
Add notes against the group so key information is easy to find. Keep decisions and context tied to the portfolio, not scattered across properties.
Handle outgoings and budgets at group level
Manage outgoings and Service Charge budgets centrally for the group. Keep costs organized and reporting clean.
Run key reports across the group
Run Tenancy Schedule and Invoice Details reports for the entire group to get portfolio-level clarity in a few clicks.
Create and use a Property Group
- Create a new Property Group and give it a clear name (for example, a block, an estate, or an ownership portfolio).
- Add the related properties that belong in the group.
- Add notes to capture important context for the group.
- Assign maintenance and compliance tasks to the group for shared or common areas.
- Set up outgoings and Service Charge budgets at the group level.
- Run Tenancy Schedule and Invoice Details reports for the group to see consolidated results.
Watch how it works
Video overview: See how to group properties, manage shared tasks, add notes, handle outgoings and budgets at group level, and run key reports for the whole group.
Learn more about Property Groups here →
Regional Terminology Note: We use Asia-Pacific/European terminology here for consistency. In reports, we refer to a Tenancy Schedule (North America often says Rent Roll). For costs, we refer to Outgoings and Service Charge Budgets (you may see Outgoing Budgets in APAC or CAM Budgets in North America). For a full list of regional terms, see our Regional Terminology Guide.