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How do I check a property's safety certificates?

The Compliance tab on a property record lists the required safety certificates, shows whether each is in date, due for renewal, expired, or missing, and flags the property's overall position.

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Written by Josh Balfour

Opening the certificate register

Open a property from the Properties list, then select the Compliance tab. The tab shows a Legal certificates card listing the safety certificates the property is expected to hold.

The tab only appears on a property that is let, or on the market to be let. Gas safety, electrical and alarm certificates are landlord obligations, so a property marketed for sale only has none to hold, and a property whose marketing mode has not been set does not show the tab either.

What the register shows

Every required certificate is always listed, whether or not the property holds one. A certificate the property does not have appears as Missing rather than being left off the list, so a gap is visible instead of invisible.

The certificates covered are:

  • Gas Safety, renewed annually. It is a legal requirement where the property has a gas appliance, and the register lists it for every let property because it has no way to tell whether a property has gas. On an all-electric property, treat a missing gas certificate as not applicable

  • EICR, the Electrical Installation Condition Report, renewed every five years

  • Smoke alarm testing

Each row shows the certificate name, whether a scan is on file, and on the right the expiry date with how far away it is. The dates line up in a column so you can scan down them rather than reading every row.

View, on the right of a row, opens that certificate. Everything you can do with a certificate lives there: read its scans, add or remove them, correct its dates, see what earlier certificates it replaced. The register itself stays a summary of where the property stands. A row for a certificate the property does not hold has nothing to open, so it has no View button.

The row itself is not clickable. Only the button is, so it is always clear what will happen and which rows have somewhere to go.

Certificate statuses

Status

What it means

In date

The certificate is valid and its renewal is not yet due.

Due soon

The expiry date is close enough that the renewal should be arranged now.

Expired

The expiry date has passed. The property is not currently compliant.

Missing

No certificate of this type is recorded against the property.

Present

A certificate is on file but no expiry date was recorded, so whether it is current cannot be confirmed.

A certificate is treated as valid up to and including its expiry date, so on the expiry date itself it reads Due soon, today rather than Expired. It becomes Expired the following day.

Due soon starts at a different point for each certificate type, because an annual gas safety check needs less notice than a five-yearly electrical report. Under each date you will see how far away it is, for example in 28 days, or how long ago it lapsed, so you do not have to work it out from the date. A date more than four months away shows no count, since the year in the date says enough.

Where there is no date to show, the right-hand column shows the status word instead: Missing for a certificate the property does not hold, Present for one on file with no expiry recorded.

The overall position

A badge at the top of the card summarises the property in one word:

  • Compliant: every required certificate is held and in date.

  • Renewal due: nothing has lapsed, but at least one certificate is approaching expiry.

  • Check required: nothing is known to have lapsed, but a certificate is on file with no expiry date recorded, so the property cannot be confirmed as compliant until someone adds it.

  • Action needed: at least one certificate has expired or is missing entirely.

You don't have to open the Compliance tab to find out a certificate has lapsed. Where the AI briefing is switched on for your organisation, an expired gas safety certificate or electrical safety report (EICR), and a gas certificate due to expire soon, also appear as watch-outs in the one-line briefing at the top of the property record, on every tab. See How do I view and edit a property record? for the full list of watch-outs.

Adding a certificate

Select Add certificate on the Legal certificates card. The button appears once the register has loaded, so you are never asked to add a certificate on a screen that cannot yet tell you what the property holds.

Fill in:

  • Certificate type, chosen from the safety certificate types set up for your organisation. The three the register reports on are listed first, under Tracked on this register, and the other safety certificates your organisation has configured are listed under Other certificate types. You cannot type a type of your own.

    Not every certificate type is offered here. Insurance policies, warranties, and any type that is really a trade or contractor category rather than a certificate are left out, because everything added on this card is filed as a safety certificate. If a safety certificate type you use is missing from the list, tell us, since the list of what counts is held in the app rather than read from your configuration.

  • Issued, the date the certificate was issued.

  • Expires, the date it runs out. Both dates are required, and the expiry must be later than the issue date.

    Both dates can be typed as well as picked from the calendar, which is usually quicker when you are reading a date off a certificate in front of you. Select the field and type into the box at the top of the calendar. It is not fussy about the format: 15/01/2027, 15/1/27, 15-01-2027, 15 Jan 2027 and 15th January 2027 are all read as the same day, and the day always comes first. Press Enter, or just carry on to the next field, and the date is set. If what you have typed is not a date yet, the field keeps the date it already had rather than emptying.

  • Reference number and Notes, both optional.

  • Certificate scans, optional. PDFs or photos of the certificate, up to 30 MB each. You can attach several at once, which is what you want for a multi-page report or a paper certificate photographed a page at a time. They are filed under your organisation's certificate document type automatically, and the form tells you which one, so there is nothing to choose.

    The 30 MB limit applies to each file separately, not to the selection added together, so several medium-sized scans are fine.

Everything added here is recorded as a safety certificate. Insurance policies and warranties are not offered, because this card reports on the property's legal safety position.

Only the types under Tracked on this register appear in the register itself. A certificate of any other type, a Legionnaires report for example, is recorded against the property but has no row of its own.

Renewing a certificate

Add the new certificate as a fresh record. Do not look for a way to edit the old one:

  • The certificate it replaces is kept exactly as it was, so the property keeps its full history.

  • The certificate with the latest expiry date becomes the one the register reports on.

  • Nothing is deleted.

Correcting a certificate

Edit, on any certificate record, opens the certificate for correction. You can change:

  • Certificate type. If a certificate was filed under the wrong type, pick the right one and save. On a record that is not a safety certificate - an insurance policy or a warranty, which the All certificates list also shows - the type is shown as text rather than a picker, and can only be changed in RPS. Everything else on those records can still be corrected here.

  • Issued and Expires. The same rule applies as when adding: the expiry has to be later than the issue date, and both can be typed rather than picked.

  • Reference number and Notes.

  • The scans on file. Add more, or Remove one that should not be there. Removing a scan takes effect immediately rather than waiting for Save changes, because a scan is a separate document from the certificate.

Correcting the expiry date is the most useful of these, because the register decides which certificate is a property's current cover from its expiry date.

If a certificate reached the register with no type at all, the type field is empty and has to be filled in before it will save. That is the moment to give it the right one.

Deleting a certificate

Delete certificate, at the bottom of the edit form, removes the certificate from the register.

  • You are asked to confirm first, and the confirmation names the certificate and how many scans go with it.

  • The scans are deleted too. A certificate's scans only make sense against the certificate they belong to, so they go with it.

  • It cannot be undone. There is no restore and no version check, so a certificate you delete is gone as soon as you confirm.

Delete is for a certificate that should never have been on the record: a duplicate, or one filed against the wrong property. It is not how you handle a renewal. Add the new certificate as a fresh record and keep the old one, so the property keeps its history.

If you have previously worked around this by adding a corrected copy alongside a wrong one, you can now fix the original or remove the duplicate.

Arranging a renewal job

Open a certificate type from the register (its View button), then select Arrange renewal at the bottom of that certificate's history. The button is only offered there, on a single certificate type's own history, not on the All certificates list that spans every type.

This does not renew the certificate itself. It raises a maintenance job on the property, already assigned to a contractor, so the work of getting a new certificate in place gets tracked. Fill in:

  • Contractor, searched by name. Contractors cannot be filtered by trade, so search for the firm's name rather than a trade like "gas engineer".

  • Charged to, Landlord or Tenant. There is no default: you have to choose who is billed.

  • What needs doing, prefilled with the certificate type and "renewal", for example Gas Safety renewal, and editable if you want to say more.

Select Raise job. The job appears on the property's Maintenance tab, under Open jobs, already assigned to the contractor you picked, and it is linked to the property's current tenancy where it has one. Where the certificate's own type matches one of your organisation's works-order types, the job is raised with that type too, so a Gas Safety certificate raises a Gas Safety job; otherwise the job is raised with no type set. See How do I manage a property's maintenance jobs? for everything you can do with the job from there, including assigning or reassigning the contractor.

If your user account has no negotiator record, the dialog says a job cannot be raised, for the same reason Log a job is unavailable on the Maintenance tab: a job has to be raised by somebody.

If the certificate does not start until later

If you enter an issue date in the future, the form tells you that the register will count the certificate as the property's current cover straight away, because the register works from expiry dates rather than start dates. You can still save it. If you would rather the register did not show it yet, add it once it takes effect.

Certificate scans

Each certificate can hold a scan of the paperwork. The scan is a separate document that points at the certificate, so attaching or replacing one never alters the certificate itself.

Under each certificate on the register you will see one of:

  • Scan on file, or 2 scans on file where a certificate holds more than one.

  • No document on file. The property holds the certificate but there is no evidence on file.

  • Couldn't check for documents, when the lookup failed. This is not the same as having no scan: we could not find out either way, so nothing is claimed.

A certificate the property does not hold shows nothing here, because there is no certificate for a scan to belong to.

Viewing a scan

View on a certificate opens its scan on screen, filling most of the window, so you can read the certificate without leaving the property record. Download in the corner of the viewer saves a copy if you need to keep or send one.

Where a certificate holds more than one scan, they are listed down the left of the viewer and you can move between them there, without closing and reopening it. The one on screen is highlighted. A certificate with a single scan shows no list, since there is nothing to move between.

Filenames appear in the viewer rather than on the register, since a scanner names files things like SCN_2026-08-11_09-34-12_0001.pdf. The rows themselves say how many scans are on file instead.

PDFs and ordinary photos (JPEG, PNG) open this way. A format the browser cannot display downloads instead of opening. The most common one is HEIC, the format iPhones use by default: Safari can show it but Chrome and Firefox cannot, so those files always download. If you take photos of certificates on an iPhone and want them to preview, set the camera to save as JPEG (Settings, Camera, Formats, Most Compatible).

Attaching a scan afterwards

Edit on the certificate, then add the files under Certificate scans and Save changes. The certificate's own details are not changed unless you change them.

This is also the way to recover if a certificate saved but its scan did not: the certificate is already recorded and cannot be removed, so attach the scan to the existing record rather than adding the certificate again.

Removing a scan

Edit on the certificate, then Remove beside the scan. It goes immediately, so there is no Save changes to press afterwards, and the certificate itself is untouched. Use this for a scan attached to the wrong certificate or uploaded twice.

Renewals and scans

Because a renewal is a new certificate record, its scan is separate too. The superseded certificate keeps its own scan, so the history stays intact, and a renewal starts with No document on file until you attach its own paperwork.

If a scan will not upload

  • Over 30 MB is refused, and the message names the file's size and the limit. The limit is per file, so only the oversized one is the problem. Attach a smaller copy, or record the certificate without it and attach one later. Larger files are not supported yet.

  • If one scan of several fails to upload, the rest still go up and the message says how many did not, so you know what is on file and what to retry. Use Edit to add the ones that failed.

  • No document types configured means a scan has nowhere to be filed. Ask your administrator to check your document types. The certificate can still be recorded without a scan.

If it will not save

  • No certificate types are configured. A certificate has to be filed against one of your organisation's certificate types and none are available. Ask your administrator to check your certificate type configuration.

  • A message under a field, for example under Expires, is the platform rejecting that value. Correct it and save again.

  • Couldn't add certificate at the top of the form is a failure that is not about any one field. Try again, and if it persists use Contact us in the Help centre menu.

In the read-only demo, saving is blocked and a message explains why. Nothing is written.

Seeing earlier certificates

The register shows one certificate per requirement: the one with the latest expiry date. Everything it replaced is kept, and there are two ways to see it.

View on a register row opens that certificate type. The current record is shown first, and anything a renewal has replaced follows under Earlier certificates, newest first, each with the period it covers and how many scans it holds. If nothing has been renewed yet, it says so rather than leaving you wondering.

All certificates, at the foot of the card, lists everything recorded against the property. This one is not limited to the three safety certificates: insurance policies and warranties appear here too, each labelled with what it is. Switch between:

  • Current, the default: the latest certificate of each type.

  • Historic: only the certificates that a newer one has replaced.

A certificate that has expired but has not been renewed stays under Current, because it is still the property's most recent cover and its own row says it has lapsed. Only a certificate that something replaced moves to Historic.

Each row in either list carries a badge saying where that certificate stands:

  • Current: the latest certificate of its type, and not past its expiry date.

  • Superseded: a newer certificate of the same type has replaced it, and it is not past its own expiry date.

  • Expired: its expiry date has passed.

Where both apply, the badge reads Expired. A certificate that was replaced and has since run out is expired, and that is the word that matters when you are producing evidence for a landlord, a contractor or a dispute.

Every certificate in either list carries Edit, including ones a newer certificate has replaced, and View where it has a scan to show. Back-filling the scan on an older certificate is worth doing when you need to produce evidence for a dispute. For anything outside the three the register reports on, an insurance policy or a warranty say, this list is the only route to the certificate at all, because those do not get a register row.

An insurance policy never replaces a safety certificate, even where both are recorded under the same certificate type. They are different documents, so each keeps its own history.

Telling the landlord a certificate needs renewing

Open a certificate type from the register and Notify landlord sits in the footer of its history. Use it once you have actually told the landlord, by whatever means you normally would.

⚠️ It does not send anything. It records that the conversation happened. Lighthouse has no email or SMS for this yet, so the button is a record rather than a messenger, and its copy says so before you press it.

Where the record goes

One entry, recorded against both the landlord and the property. It is filed against the landlord and carries the property with it, so anybody looking at that landlord across their whole portfolio sees the chase.

In Lighthouse you will find it on the landlord's record, in their activity. The property's own Contact log does not show it yet, so check the landlord when you want to confirm a notification was recorded.

It is a journal entry, which is where Reapit keeps this kind of note, so both associations are readable in AgencyCloud alongside everything else recorded against those records.

The wording is written for you from the certificate, naming the type and its expiry date, for example "Landlord notified that the Gas Safety Certificate requires renewal. Expires 30 Nov 2026." A certificate with no expiry on record says so instead of leaving a gap, because that is exactly the one worth chasing.

⚠️ You cannot edit or remove a journal entry once it is saved. That is why there is nothing to type: the sentence is shown in full before you confirm, and there would be no way to correct a typo afterwards. Read it, then confirm.

Only on the current certificate

The action is offered on the certificate a type is currently relying on, not on the ones it replaced. Notifying a landlord about a superseded certificate would record a conversation about a document that is already out of date.

If Notify landlord will not go through

  • It says the property has no landlord on record. The notification is meant to land on the landlord as well as the property, so there is nothing to write the second half against. Add the landlord to the property first.

  • It says your account isn't linked to a negotiator record. A journal entry has to carry an author, and that cannot be corrected later, so an unattributed entry is refused rather than saved. An administrator needs to link your account.

  • It says the property could not be loaded. A temporary failure rather than a configuration problem, so try again shortly.

  • It says nothing was recorded. The platform refused the entry, so nothing was written and you can try again safely.

  • It says it could not confirm whether the notification was recorded. The entry may or may not have been saved: the request went out and no clear answer came back. Check the landlord's record before pressing the button again, because a journal entry cannot be removed and retrying blind can leave two records of one conversation.

It will only log once

Once logged, the button reads Landlord notified and is not offered again while the sheet is open. The entry cannot be removed, so a second press would leave two records of one conversation.

⚠️ Closing the history and opening it again offers the button again, because the certificate itself does not yet show when the landlord was last told. Check the landlord's record if you are unsure whether somebody has already done it.

Notices above the register

Two messages can appear above the card, and the register is still shown underneath both:

  • This register may be incomplete. The property holds more certificates than the tab can show at once, so one may be absent from the list. Check the property's documents before acting on what you see.

  • Couldn't refresh certificates. The tab could not check for changes, so it is showing the register it last loaded successfully. Select Try again.

The rest of the Compliance tab

Alongside the register, an Inspections card shows the property's periodic inspection history and when the next visit is due. See How do I see a property's inspection history and when the next visit is due?.

Right to Rent shows each tenant's status on the property's current tenancy. See How do I check a tenant's Right to Rent status?.

On a very wide screen the three cards sit side by side in their own columns. Below that, Inspections moves alongside the certificate register with Right to Rent underneath it, and on a narrow screen they stack in one column.

Where else certificate status appears

Across all your properties at once, in the Compliance Centre (not in the main navigation at the moment, but a link or bookmark to it still works). This tab tells you whether one property is compliant; the Compliance Centre lists every certificate across the whole portfolio, grouped by how long is left, so you can find what has lapsed without opening properties one at a time. See "How do I see every safety certificate across my properties?" for the full walkthrough.

A tenancy record also shows certificates, under Legal certificates, drawing on the same records, because certificates belong to the property rather than to any one tenancy. So updating one on the property updates what the tenancy shows.

The two are not identical, and the differences are deliberate:

This Compliance tab

The tenancy record's card

Certificates listed

Gas Safety, EICR, smoke alarms

The same three, plus EPC, PAT Test and Legionella

Due soon status

Yes

No, a certificate is in date until it expires

Overall badge

Yes

No

If the tab will not load

If the Compliance tab shows Couldn't load certificates, the register is deliberately not shown at all rather than shown incomplete. This is to avoid reporting a certificate as missing when it is actually on file. Select Try again, and if it keeps failing, use Contact us in the Help centre menu, inside the profile menu.

If the tab says a certificate on the property is of an unrecognised type, the certificate is on file but its type is not one of the certificate types set up for your organisation, so we cannot tell which certificate it is. The register is withheld for the same reason as above. Ask your administrator to check your certificate type configuration.

If the tab shows every certificate as Missing on a property you believe is compliant, the certificates may not have been recorded against the property yet. Check the property's documents with whoever manages compliance for your branch, then use Add certificate to record each one.

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