Catalog unlimited licenses and permits for renewal tracking

Use AI-powered tools to identify the licenses required for your business (local, county, state, and federal)

Get AI-generated renewal steps and a list of required supporting documents for license renewals

Receive notifications for upcoming license renewals

Generate templated emails and cover letters for issuing authorities

Automate license audits to ensure the correct licenses are displayed at all your locations

Share copies of licenses and permits with managers seamlessly through the portal

Track payments and print check requests

Set tasks and reminders for managers and other users

Automatically manage employees' mandatory training requirements with native, approved, and nationally recognized courses

Maintain an accurate real-time list of employees at each site through HR and scheduling integrations

Leverage AI to identify the training required for employees at your business

Store and download copies of existing training certificates

Automatically notify employees of upcoming training renewals

Create recurring to-do lists for employees

Provide employees portal access to complete training, report incidents, report broken equipment, complete to-do lists

Track all equipment and parts

Receive notifications about upcoming warranty expirations or necessary repairs

Create work orders for recurring preventative maintenance

Track repairs to ensure equipment remains operational

Use AI to troubleshoot repairs and predict repair costs

Employ AI to generate preventative maintenance tasks based on specific equipment

Set tasks and reminders for managers and other users

Track all contracts by department and type

Receive notifications for contract renewal deadlines

Monitor cancellation requirements for existing contracts

Save and share copies of contracts

Automatically audit contract usage with the "Contract Audit" feature

Organize contracts by associated locations

Securely store logins and passwords in one location

Use AI tools to identify required business signage (local, county, state, and federal)

Create custom fields and tabs to store important operating details

For hospitality businesses, identify legal employee age requirements and hours of operation

Leverage AI to research legal changes from issuing authorities relevant to your business

Query AI for answers to operational questions

Use default internal audits like "License Audit," "Contract Audit," "Sign Audit," and "Health Inspection Readiness Audit."

Create and schedule recurring custom to-do lists or preventative maintenance tasks for employees or equipment with features like conditional logic and photo uploads

Track regulatory inspections to optimize operations

Store and maintain violation records to address issues and avoid repeat penalties

Receive notifications for upcoming hearing dates related to violations

Create custom incident log forms

Comply with local, state, and federal record-keeping laws like SB-553

Track incidents by type (e.g., employee vs. customer incidents)

Identify problem locations, employees, or customers to mitigate future risks

Organize records for workers' compensation, injury claims, and wrongful unemployment lawsuits

Share and download site- and role-specific documents easily, without complicated permissions

Allow employees to report necessary repairs

Enable employees to complete recurring to-do lists and preventative maintenance tasks

Provide employees with access to mandatory training completion

Facilitate employee incident report submissions

Create workflows to automate processes

Customize the system with custom fields, editable forms, dropdowns, and labels

Schedule and generate custom reports across all modules

Create unlimited roles with unique permissions

Import and bulk-update records effortlessly

Build custom filters and views

Export records to Excel easily

Develop custom dashboard widgets

Tag users in notes and create recurring tasks

Access a knowledge base and help articles

Includes all Pro-level features

Dedicated onboarding specialists to create your locations and records

Access to a dedicated customer success team for email and phone support

Support for custom PDF creation and integration, including custom check request forms and accounts payable integration

Single sign-on access

Personalized training sessions with the Copliancy team

Customized platform setup done for you

Prioritized feature development

Discounted pricing

Advanced resource planning tools