Trade compliance records / AxiomBlue

Keep the evidence with the work.

Organise certificate, test-and-tag and refrigerant records alongside the jobs that need them.

Record relevant certificates and their job context.

Plan fit: Compliance management requires Professional. Check that the available record fields suit the requirements of your trade and jurisdiction. Compare plans →

See how it works ↓ Explore the demo ↗

A practical workflow / Example

A service job that needs supporting records.
  1. 01
    Choose the registerOpen the appropriate certificate, testing or refrigerant area.
  2. 02
    Record the workEnter the required detail and job context.
  3. 03
    Check the evidenceReview completeness against the requirements that apply.

The part of your day this changes

Keep the evidence with the work.

Organise certificate, test-and-tag and refrigerant records alongside the jobs that need them.

01

Keep certificates organised

Record relevant certificates and their job context.

02

Track tested equipment

Maintain test-and-tag records in the register.

03

Record refrigerant activity

Keep refrigerant transaction detail available for the work that needs it.

Picture it in your business / Example

A service job that needs supporting records.

Complete the relevant record and link it to the work. Check the detail against your business’s required process before sharing or relying on it.

Where to find it
Jobs & Crews → Compliance → Certificates / Test & Tag / Refrigerant Logs

A practical starting point

  1. 01

    Choose the register

    Open the appropriate certificate, testing or refrigerant area.

  2. 02

    Record the work

    Enter the required detail and job context.

  3. 03

    Check the evidence

    Review completeness against the requirements that apply.

Try the workflow in the demo ↗

Know what’s included

The right plan for the way you work.

Compliance management requires Professional. Check that the available record fields suit the requirements of your trade and jurisdiction.

Compare plans, limits and pricing →

Explore the detail

What you can work with.

  • Compliance certificate records
  • Test-and-tag register
  • Refrigerant transaction records
  • Job-linked compliance detail

Availability varies with plan, permissions and enabled features. Check plan inclusions.

See how this fits: make it work your way →

Before you get started

A few useful answers.

Have a specific workflow in mind? Talk it through with us.

Where do I find trade compliance records?

Jobs & Crews → Compliance → Certificates / Test & Tag / Refrigerant Logs. Available controls depend on your permissions and enabled features.

Which plan do I need?

Compliance management requires Professional. Check that the available record fields suit the requirements of your trade and jurisdiction.

How should I evaluate it?

Start with a familiar example of your work. Follow the steps on this page, check the records and confirm the plan inclusions you need before rolling it out to the team.

Keep the work connected

See the next part of the picture.

Job management

Keep the whole job together.

Less to reconstruct when the work is done and the invoice is due.

 Assets & service records

Know the equipment behind the next service.

Keep equipment identifiers and categories in a shared register.

 Documents & questionnaires

Keep useful paperwork close to the work.

Store documents and attach relevant files to the work.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Explore the live demo ↗Start free →

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →