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[PU-002] Certificates

# [PU-002] Certificates

What is it?

Stop manually creating compliance certificates after every job. The Certificates Power-Up automatically generates professional certificates when a work order is completed — perfect for safety inspections, maintenance sign-offs, and regulatory compliance. Your technicians finish the job, and the certificate is ready to go.

How it Helps Your Business

  • Field Techs: No more paperwork after the job — certificates are generated automatically based on the work completed.
  • Office Staff: Eliminates the back-and-forth of creating, formatting, and sending certificates manually.
  • Managers: Ensures every job that requires a certificate actually gets one, keeping your business compliant and audit-ready.
  • Customers: They receive professional, branded certificates promptly — building trust and demonstrating your commitment to quality.

Essential Details

Key Capabilities

  • Auto-generated certificates upon work order completion
  • Attach certificates directly to the relevant work order for easy retrieval
  • Export certificates as professional PDF documents
  • Track compliance across all your jobs in one place

Getting Started

To enable Certificates, go to Settings → Marketplace in your Out-Smart back office. Find the Certificates Power-Up and click Activate. Once enabled, you can configure which job types automatically generate certificates. Works best when combined with Forms for capturing inspection data.

Related Features

  • [Forms](forms.md) — Capture the inspection data that feeds into your certificates
  • [Visual Forms](visual-forms.md) — Design beautiful inspection forms with drag-and-drop
  • [Workflow](workflow.md) — Ensure certificates are generated at the right step in your process