Settings
Your credentials on show
Show office customers you are insured and certified.
The problemCustomers want proof that you are insured and qualified, and you end up emailing the same certificates again and again.
The resultUpload your insurance, certifications and registrations once. Your office-contract customers see them, with their expiry dates.
What you can do
- Upload an insurance certificate, a professional certification or a registration document
- Give each one a title and a category: insurance, certification, registration or other
- Add the date it was issued and the date it expires
- Download a file you uploaded, or delete one that is out of date
- Keep a separate list for each business
How it works
Choose the business
Credentials belong to one business. Pick the business in the switcher, then open Settings, Credentials.
Add a credential
Press Add credential and choose the file. Give it a clear title, such as the type of insurance and the year, then pick a category and, if you know them, the issue and expiry dates.
Keep it current
The list shows the category, the title and the expiry date of each. Delete a credential that has lapsed and add the new one.
Who can use it
Owners and Admins can use this.
Managing credentials needs the permission to manage business settings, which Owners and Admins hold out of the box.
Ask Heyva AI
Where do I upload my insurance certificate?
Which business do my credentials belong to?