From first enquiry to final handover.

Office seats include projects, tenders and pricing from your quantities. Design seats include everything in Office, plus take-offs, CAD drawings, zone plans, as-fitted plans, wiring diagrams and schematics for your installation and handover records.

• CAD drawings for design and installation records
• Take-offs and pricing from your quantities, on Design
• Zone plans, as-fitted plans, wiring and schematics
• Symbol sets for fire, power, lighting, CCTV, access, intruder, extinguishers and data
• Staircases and landings drawn to scale, internal and external
• Measure distances and cable runs from the drawing scale, and keep them as dimension lines
• Turn the take-off into a quote
• Import supplier price lists with brand, protocol and device type

Enable a digital logbook for the site, with 13 record categories (including weekly alarm tests, emergency lighting tests, false alarms, fire drills and fire doors), kept by your team in the app so the record remains useful after the job is handed over. Create a customised QR label and print it for display at the site; your team scan it, sign in and open that site’s logbook.

• Fire log books within the app, £4 + VAT per site per year (added to any plan, or as a log book only account with no seats, for any business that looks after several properties; UK only, working to British Standards)
• Site-based records in 13 categories
• User-customised, printable QR labels for the site’s logbook
• Kept by your team in the app; not part of the customer portal

Create a RAMS straight from a job and it pulls in hazards and a method statement from ready-made templates covering every discipline Compliar supports — or start from a blank RAMS for anything bespoke. Review and adapt the hazards and methods to the actual site and task, then sign off and issue as a PDF. RAMS is included on every seat.

• Task-linked creation, auto-populated from the site and job
• Ready-made templates across every discipline, or build one from scratch
• Editable hazards, electronic sign-off and a printable PDF

Day, week and month views of every maintenance plan, tied to the property it's scheduled against — so a visit never quietly slips past its service interval.

• Maintenance visits scheduled per property, not per technician's memory
• Combined calendar for both office planning and field work
• Reschedule and reassign without leaving the job

Tell Compliar which trades you cover — fire protection and life safety, electrical, security — then switch whole trades or single disciplines on and off, and drop the job types you don't service, such as aspirating, risers or suppression. Compliar hides the forms, job templates and equipment options that don't apply, on the desk and in the field.

• Switch each trade on or off for your company
• Switch whole trades or single disciplines on and off, along with the lines of work you don't run
• One-click presets, such as core systems only, to get started fast

Certificates and reports for every system type we support — 32 across fire protection and life safety, security and electrical, from fire detection and alarm systems and emergency lighting to CCTV, door entry, EICRs, PAT testing and EV charge points. The full list is under Certificates & standards. It also includes two built-in calculators most platforms leave to a separate spreadsheet: BS 5839-1:2025 Annex E battery sizing, available when you build or edit a template, and fire risk scoring.

• Build and edit your own certificate templates — no waiting on anyone else (Office seats and above)
• Fire-risk scoring calculated as you fill the form, and a BS 5839-1 Annex E battery calculator you can add when building or editing a template
• Clean, read-only print view and a full issued-certificate history

Compliar scores each site from its real records — failed assets, open defects and maintenance plans past due — and takes the worst of its systems. The colour shows on the dashboard, the sites list and every customer, and your office team gets an in-app alert when a site turns red.

• Red for failed assets, critical defects or overdue servicing; amber for other open defects or servicing due within 30 days
• A customer's colour is the worst of its active sites, with the sites that need attention listed first
• Scored from the work your engineers actually record — no separate spreadsheet to keep up to date

New business and remedial work found on a maintenance visit run through two distinct quote types, each with its own numbering sequence — so your win-rate reporting on one doesn't get muddied by the other. Every quote, invoice and certificate dispatches as a real branded email with the PDF attached — not a pre-filled draft you have to send yourself.

• Sales quotes and defect quotes, tracked and numbered separately
• Real email dispatch straight from the job, PDF attached automatically
• Company bank details and terms pulled in automatically
• Quotes and defect quotes start on a Lite seat; invoicing and credit control are on Office seats and up, along with recurring contract invoices, deposits, progress claims, CIS and retention

Connect your Xero organisation from Settings. Send an invoice in Compliar and it is created in Xero, matched to the customer's Xero contact (or a new contact if there is none). When a payment is recorded in Xero, the Compliar invoice is marked paid or part paid. Payments come back automatically, and Sync now brings them in straight away.

• Sending an invoice creates it in Xero, with the customer's contact matched or created
• Payments recorded in Xero mark the Compliar invoice paid or part paid, automatically
• Invoices already in Xero are locked in Compliar: edit them in Xero or raise a credit note
• Connected per company, from Settings

Drawings on Design seats cover zone plans, as-fitted plans, wiring and schematics for your handover documentation. Every job also carries its own documents card: the job report, an asset report, each certificate, every quote and every invoice, all as branded PDFs. View or download any of them, tick the ones you want to send and email just those — Compliar keeps track of what has gone out.

• View or download any document in one click, straight from the job
• Tick what to send — only those are emailed and marked as sent
• A sent / not sent marker on every document, so nothing is chased twice or forgotten

A travelling → on-site status with its own timer, one-tap directions to the next stop, parts used, billable line items, a required-certificate checklist and technician notes — one simplified mobile view, with none of the admin clutter of the desk side.

• Travelling / on-site status with an automatic timer, plus one-tap directions
• Parts used and billable items logged from the van
• Required-certificate checklist, so nothing's forgotten before sign-off
• Engineers see the full job and site history, and only the quotes they raised or are assigned to; or limit them to their assigned jobs

Fail an asset on site and the defect is raised against it. Pick the wording from your own library of remarks, apply the same remark to every selected asset in one go, then turn the defects into a quote in a click and see at a glance which still need one, which are quoted and which are resolved.

• A remark library you control, so the same fault reads the same way on every report
• Apply one remark to many assets at once
• Quote the selected defects in one click, linked back to the asset that failed
• Suggest a quote straight from a failed asset test, with parts marked for the quote or charged on the visit
• Part suggestions match the device type, brand and protocol being replaced

Log labour on the job from the desk or the phone, billable or not, with a cost rate and a charge rate for each engineer. Every job shows its sell revenue against labour and materials cost, with gross profit and margin worked out as you go.

• Cost and charge rates per person, set once in Settings
• Parts used on the job costed from your own stock prices
• Margin shown on every job, colour-coded, so thin ones stand out

Start a project from a prospect or an existing customer site, break it into floors and areas, and build the bill of quantities line by line — parts, labour hours and waste — at your target margin. Cost, sell, margin and VAT update as you build it.

• Projects are numbered and kept apart from your day-to-day jobs
• Areas seeded from a template, then edited to suit the building
• Parts and labour priced from your own rates, with live margin

A per-property asset register, parts and warehouse stock levels, purchase orders dispatched straight to suppliers, and company-wide settings for branding, document numbering and terms — the groundwork every other part of Compliar relies on.

• Full equipment register per property, in your own asset types with codes like FAP-001
• Parts, warehouses and live stock levels
• Purchase orders, dispatched to suppliers with a real PDF attached
• The asset register starts on a Lite seat; stock and purchase orders are on Office seats and up

Compliance status and data-quality checks across your whole customer base, plus a financial view (on Office seats and up) — revenue trend, outstanding invoices and win rate — without exporting anything to a spreadsheet first.

• Compliance status — overdue, due-soon and on-track maintenance plans, at a glance
• Data-quality checks — properties with no maintenance plan, no assets or no contract
• Revenue trend, outstanding invoices and win rate (Office seats and up)

A customer login, with each contact invited for the whole account or a single site, showing the customer their certificates, open defects and live equipment.

• Invite each contact for the whole account or a single site
• Certificates, defects and equipment visible the moment they're issued