Compliance
Learn how to add compliance records, upload certificates, manage expiry dates, review property status and keep supporting information organised within Estavo.
Add your first compliance record
Start by selecting the property, choosing the relevant compliance type and recording the issue date, expiry date and supporting certificate.
Manage certificates and renewal dates
Follow these guides to create records, upload evidence, monitor expiry dates and maintain an accurate compliance history.
Add a compliance record
Create a property compliance record and add the certificate dates, status and supporting information.
› 02Upload a certificate
Attach the relevant certificate or supporting document to the property compliance record.
› 03Manage expiry dates
Add issue and expiry dates and review upcoming, overdue or missing compliance records.
› 04Renew a compliance record
Replace an expired certificate while retaining the previous record and document history.
› 05Review property compliance status
Understand valid, expiring, expired and missing records across individual properties and the portfolio.
› 06Manage compliance reminders
Review diary entries and reminders connected to upcoming certificate expiry dates.
› 07Archive a compliance record
Remove an incorrect or obsolete record from active views without losing useful historical information.
›Understand compliance statuses
Estavo can use the certificate dates and record information to help you identify valid, expiring, expired and missing compliance items.
Valid
The record is current and its expiry date has not been reached.
Expiring soon
The record is still valid but its expiry date is approaching.
Expired
The recorded expiry date has passed and the item needs review.
Missing
A required or expected record has not yet been added or is incomplete.
Compliance information you can organise
The exact requirements depend on the property, tenancy, location and circumstances. Add only the records relevant to each property.
Gas safety
Store the certificate, inspection date, expiry date and relevant engineer or contractor information.
Electrical safety
Record electrical inspection reports and associated renewal or remedial information.
Energy performance
Store EPC information, the rating, issue date, expiry date and supporting certificate.
Fire and alarm records
Record relevant alarm checks, fire-safety reviews and related supporting information.
Licences and registrations
Store property licence details, issue and expiry dates, references and related documents.
Other inspections
Create records for additional property checks, certificates or inspections relevant to the property.
Estavo helps organise records, not determine legal duties
Compliance requirements can vary by property type, location, tenancy and current legislation. Estavo records the information you enter and helps surface important dates, but it does not replace professional legal, regulatory or safety advice.
Need help with a compliance record?
Review the frequently asked questions or contact Estavo support if you cannot add a record, upload a certificate or correct an expiry date.