What's new in Curcle

Released compliance certificates are legally immutable — but real life needs corrections. Curcle now lets you supersede, amend and reissue a released certificate while preserving the original, so a typo or a corrected re-test result never means faking the record or losing what was first issued. Every reissued document carries a visible correction-history banner, so the paper trail stays honest and fully auditable.

Every defect is a quote waiting to happen. When an inspection turns up defects — an unsatisfactory EICR with C1, C2 or FI observations, for example — Curcle drafts a single remedial quote from the open defects automatically, links them back to the inspection and moves them into the quoting pipeline, across the compliance modules. Turn a failed inspection into revenue in one step instead of re-keying defects into a quote by hand.

Writing up inspection observations is slow. Curcle can now draft observation wording for engineers so they spend less time typing and write-ups stay consistent — but every AI suggestion passes through a human-in-the-loop review gate before it lands on a certificate. Nothing is auto-published; a person always reviews and approves. Faster write-ups without ever handing your compliance record to a machine.

Catch the wrong number before it's on the certificate. On-site readings that fall outside expected ranges — gas pressures, water hygiene temperatures, PAT results — now trigger inline anomaly warnings at the point of entry, so a mis-keyed digit or a genuinely dangerous reading gets caught in the plant room, not after it's been certified.

Chase every overdue invoice — and see exactly what happened. Send reminders across the whole aged-debt list in one action, then get a clear breakdown of who was reminded, who was skipped and why (no email on file, for instance), and who failed — with one-click retry on just the failures. Full transparency, no silent failures.

Know which customers are slipping away. The admin dashboard now surfaces accounts at risk of churning — the ones going quiet — with quick actions to intervene, so you can win them back before they leave rather than finding out at renewal.

Electrical certificates that match the switchboard. The electrical module now models distribution boards and circuit registers as first-class data on EICR-type reports, rather than free text — proper, structured certificates that match how the work is actually inspected.

Import with a paper trail. Every bulk data upload is now recorded — row counts, a data-quality score and up to 200 row-level errors per batch — on a History tab, so you can migrate and import with a safety net and see exactly what came in and what still needs fixing. Nothing lands silently.

The whole job, in your pocket. Field engineers run their day from the Curcle mobile app — a phone-first experience with a bottom nav (Today, Jobs, Schedule, Time, Stock), a daily briefing, one-tap Start day, and per-job check-in, navigate and call. Certificate entry, the job flow and van-stock screens have been refreshed for gloves-on speed, so engineers get through the paperwork fast — in the van, the plant room or on the roof, not the office.

Your data stays yours. Curcle is built multi-tenant from the ground up, and a large battery of automated quality gates now guards strict data isolation between businesses, safe database writes and honest UI — no 'coming soon' teasers for features that haven't shipped — on every single change we release.

A digital CP12 aligned to the Gas Safety (Installation and Use) Regulations 1998. It captures the engineer's Gas Safe licence number, landlord and occupier details, and inspection and next-inspection dates, with per-appliance results covering flue type, operating pressure, heat input, safety devices, ventilation, flue flow, spillage and termination checks, combustion readings (CO ppm and CO/CO₂ ratio), a safe-to-use verdict and defect classification. Certificates are numbered automatically per company with a CP12- prefix — the engineer captures the readings on site and the record writes itself.

The Report of Thorough Examination document, aligned to LOLER 1998 Regulation 9 and Schedule 1. It covers examination types including the standard 6-monthly and 12-monthly cycles, examiner qualifications and next-examination dates, with per-item records for equipment ID and safe working load, and defects carrying an imminent-danger flag and remedy-by dates. Reports are numbered automatically per company with a LOLER- prefix.

Monitoring and inspection records aligned to ACOP L8 and HSG274. Visit types such as temperature monitoring sit alongside risk-assessment date and review-due tracking, with per-outlet readings — hot and cold temperatures to 0.1 °C, flushing records, outlet type and reference. Reports are numbered automatically per company with a WH- prefix, ready to hand straight to the duty holder.

The existing certificates now carry the full content their standards call for. Fire Alarm (BS 5839-1) records variations from the standard, standby battery condition and capacity checks, false-alarm counts and the rate per 100 detectors, and zone plan and log book availability. Emergency Lighting (BS 5266-1) adds variations from the standard and log book availability. Portable appliance records (IET Code of Practice) add appliance class, formal visual inspection result and fuse rating.

Every certificate module — new and existing — shares the same controlled lifecycle: draft → in review → released, with released certificates locked and immutable for a tamper-proof, audit-safe record. On release, certificates email automatically to the customer and every contact flagged 'Receives Certificates' (a per-company toggle, on by default). Automatic per-company numbering (CP12-, LOLER-, WH- and so on), digital engineer signatures, print-ready output and job, site and customer linkage come as standard, and module gating means each business only sees the disciplines it offers. Everything feeds the Compliance Control Tower: expected asset register versus actual test history, with RAG coverage gaps at portfolio, customer and site level.

Fire alarm system certification joins the compliance suite alongside electrical, gas and LOLER. Capture the system inspection on site, work through a draft the office can review, and release a branded, engineer-signed certificate aligned to BS 5839 wording. Retest dates schedule automatically and every certificate lands in the asset and compliance history, so a fire alarm inspection is now a first-class, audit-ready record rather than a separate paper trail.

Engineers log expenses and snap receipt photos straight from the mobile app — fuel, parking, materials, congestion charges — categorised and attached to a job where relevant. The office gets an approval queue to review, approve or reject each claim with a full audit trail. No more shoeboxes of receipts or month-end chasing: what was spent in the field is captured at the point of spend and signed off in one place.

Enterprise SSO now supports automated user provisioning (SCIM). New starters in your identity provider are created in Curcle with the right role automatically, changes sync as people move teams, and leavers are deprovisioned the moment they're removed from your directory — so access always matches your HR system without manual account admin. It builds on the existing OIDC sign-on and group-to-role mapping for larger teams that manage identity centrally.

Prospective customers can now request indicative pricing straight from the website — no demo required. Tell us your team size and the modules you need and a real person replies, usually within a working day. A lower-commitment way to start a conversation, alongside booking a demo or starting a free trial.

Design your own PAT certificate once — your logo, your wording, your accreditations — and every job signs off on it automatically. A drag-and-drop builder controls the header, sections, footer and accent colour; your logo and company details render end-to-end on every PDF; and you publish a default so the whole team uses the right layout. IET Code of Practice wording is built in and editable to suit your firm. Swap the generic template for your own in minutes — every certificate that leaves the van carries your logo and accreditation strip, with no re-typing and no inconsistent paperwork in front of a client.

Go beyond job titles. Grant or remove individual capabilities — like deleting jobs or voiding invoices — per role or per person, layered on top of the standard roles. Strip risky actions from a whole role, or grant one trusted senior a single extra permission without a role change. Every change is audited and admins keep protected settings locked down. Set it once: the office can raise and edit jobs but not delete them, while one senior engineer is trusted to void the occasional invoice — and you stop worrying about who can touch what.

Connect your identity provider and let staff sign in with their existing work login — mapped straight to the right role in Curcle. OIDC single sign-on ties into your provider, identity groups map to Curcle roles automatically, and new starters land in the correct role on first login, kept in sync as people move teams. A larger firm connects their Microsoft login; when a new engineer joins the 'Field Engineers' group they sign in already set up as an engineer — no manual account admin, no wrong permissions.

See expected assets against what's actually been tested — RAG-rated by portfolio, customer and site — and export it as a board-ready PDF. The expected asset register is compared to real test history, red/amber/green coverage gaps surface at every level, and the branded one-page export is ready for the monthly meeting. It's reporting only — deterministic, no guesswork. Before a client review, a manager walks in with a one-page picture of exactly which sites are behind on testing, and by how much.

The Operations Room (currently in beta) gives you a live pulse of the whole operation — overdue jobs, aged debt, compliance, leave conflicts — with an agenda, action register and decision log built in. Each domain gets a red/amber/green pulse computed from live data, agenda snapshots are immutable and revisitable, and reusable templates plus calendar export keep the rhythm going. Monday morning the team opens the Operations Room instead of five spreadsheets: the agenda is already written from live numbers, last week's actions are tracked, and nothing slips.

Track stock across multiple locations, run the full purchase-order lifecycle and handle supplier returns — so parts never hold a job up. Multiple warehouses and van stock support audited transfers, the PO lifecycle carries admin sign-off before spend is committed, and supplier returns and price lists live in one place, with parts readiness shown on the engineer's Day Card. An engineer flags low stock from site, the office raises a PO that needs a manager's sign-off before it's sent, parts are booked in and transferred to the van, and the next job shows green for readiness.

Auto-allocate jobs to the best-placed engineer and reserve their time — so the diary fills itself without double-booking. Allocation is based on skills, area and availability, and time is reserved on assignment to prevent clashes, keeping the field team's day realistic and full. New jobs land, get matched to the nearest available engineer with the right skills, and their slot is reserved on the spot — the coordinator confirms the diary rather than building it from scratch.

A full accessibility pass (WCAG 2.2 AA) lands across the web apps — bigger touch targets, clearer focus states and screen-reader-friendly forms — so the platform works for every person who has to use it, in the office or on site.

Each customer profile pulls compliance, money and history onto one page: a live compliance score and per-site breakdown, overdue tests, active sites and contacts, annual spend and outstanding balance, plus a unified relationship timeline of calls, emails, jobs, quotes, invoices, certificates and complaints. Spot risk and renewal opportunities before they slip — no separate CRM required.

Suppliers get the same depth as customers — account number, payment terms, credit limit, lead time, delivery days, preferred/approved flags, insurance expiry and certifications — plus a performance panel of deterministic KPIs (on-time delivery %, average lead time, spend YTD and monthly, returns %, average order value) rolled into an overall supplier score with a red/amber/green rating. Buy on facts, not gut feel.

Model multiple warehouses, depots and engineer vans as first-class locations, each broken down into zones, aisles, shelves and bins. Stock balances track per location and per bin, audited transfers move stock between any two locations, and a stock dashboard surfaces total value, low and out-of-stock, fast/slow/dead stock, orders due and warehouse-versus-van value. Starts simple for a sole trader and scales to multi-depot with no migration.

Purchasing is now a complete procurement workflow: a per-tenant approval policy, draft → pending approval → approved → sent → partially or fully received with back-order tracking, receiving into specific warehouse locations with correct weighted-average costing, quote and delivery-note attachments, and a proper supplier-return and credit-note flow linked back to the original PO. Control spend with approvals — without the enterprise price tag.

Stock is now tied to the job lifecycle. Before an engineer is assigned, the job shows per-part availability and sourcing — which van or warehouse has it, or that a PO is needed. On assignment the required parts auto-reserve from the nearest stock, with shortage warnings and one-click suggested transfers or draft purchase orders, and marking parts used draws the reservation down exactly once. Right parts, right van, right job — first-time-fix by design.

Set a weekly or monthly cadence on a meeting template and the meetings create themselves — same agenda, same domains, every period, no one chasing a calendar invite.

A new band at the top of the Operations Room rolls every part of the business into a simple red / amber / green picture — what's critical, what needs a look, what's healthy. Outstanding actions, open decisions and a live activity feed sit right there on the landing page, so the meeting starts from facts, not from 'where did we get to?'

Decisions now carry a lifecycle — open → in progress → implemented → superseded — and capture the expected outcome, a review date and what actually happened. Nothing decided quietly disappears.

Actions now carry a priority so the team knows what matters first, surfaced alongside open decisions on the Operations Room landing page.

Download any meeting as a clean PDF pack — a faithful record of the agenda, the pulse, the actions and the decisions — ready to circulate or file for audit.

New reports show meeting activity over time — meetings held, actions raised vs completed, decisions made, month by month — plus an effectiveness view with throughput, completion rate and the average time to close an action. Proof the cadence is moving the business, not just filling a calendar.

Cancelling an approved holiday no longer erases it — it's marked cancelled and retained, so balances, reports and year-end figures stay accurate and auditable.

Set up annual leave, unpaid, TOIL and your own custom leave types, with full control over which types draw down someone's allowance and which don't.

Maintain your own public-holiday calendar and, if you choose, exclude public holidays from entitlement automatically so allowances stay accurate.

Record sickness entirely apart from the holiday balance, including expected return-to-work dates and long-term absence flags.

See how much of your workforce is available across any period, so you never over-commit your team to work you can't cover.

A clear, per-employee view of who's off and when, across the whole team.

Set coverage rules and Curcle flags when too many people are booked off at once — before it becomes a problem on the schedule.

When booking and assigning jobs, Curcle now shows who's on leave, and the Suggest Engineer and capacity-forecast tools factor real availability into their recommendations.

The Operations Room now includes a live red / amber / green read on workforce availability, ready for management meetings.

Per-employee and team-level absence reporting, including Bradford Factor scoring with clear at-a-glance bands.

Track annual-leave utilisation against allowance across the whole team, with one-click CSV export.

See your whole fleet on a live map, replay trips, and link every vehicle to the engineer and job it's on. Connect Samsara or Quartix telematics for automatic positions, or track vehicles manually. Vehicle-to-engineer assignment feeds the job map and the Suggest Engineer scoring. Available as a per-tenant module.

Operations Room (Beta) is available to help management teams run better operational meetings using live Curcle data. It's the management layer above your operational data — Data → Discussion → Decisions → Actions → Accountability. Curcle builds the agenda and a red/amber/green pulse across Jobs, Compliance, Finance, Sales and Resources straight from your operational data, then decisions and actions are captured against each meeting and carried forward until completed. Admin and manager only.

Attach a Teams, Zoom or Meet link to any review and join in one click. Meetings run through a Draft → Scheduled → In Progress → Completed lifecycle with a summary panel and an activity timeline. Curcle plugs into the video tool you already use — it doesn't host the call.

Add any meeting to Outlook or Google Calendar, or download an ICS file — with the title, time, attendees, agenda summary and join link all included.

Save a meeting blueprint — default title, ordered agenda sections, attendees and standing notes — then spin up a fully-formed meeting in two clicks. Edit or retire templates anytime without affecting meetings you've already run.

Photograph a completed paper form and Curcle's AI drafts the matching digital service sheet for review — bridging crews mid-transition from paper and killing double data-entry.

Record your NICEIC, Gas Safe and trade accreditation numbers once; they print automatically on every generated certificate as your own credentials.

Export fire and plumbing compliance registers to CSV for audits and client reporting, extending the Compliance Control Tower beyond electrical.

Know exactly what's compliant, overdue and missing. A new asset register records the equipment that should be on each site, then compares it against your actual test history to surface gaps — compliant, missing certificate, overdue, due soon and never tested — with a red / amber / green status at portfolio, customer and site level.

Stand up your expected-asset register in minutes by importing existing equipment lists straight from a CSV file.

Customers now see a live compliance-coverage card for their own sites, with retest dates linking straight through to the calendar.

Each tenant's own brand colour now flows consistently through the whole platform — staff app, customer portal and documents — so the product reflects your business end to end.

Connect Outlook / Microsoft 365 via Microsoft Graph so invoices, quotes and alerts go out from your own business mailbox — better deliverability and no shared sender address.

One-click single sign-on added to both the staff and customer login pages, alongside the existing email-and-password option.

Curcle now watches your connected mailbox and warns the right people before it quietly stops sending — with a configurable failure threshold, an on-demand 'Check now', a 'Send test alert' button, a daily digest of any degraded mailboxes, and a cross-tenant health overview for platform admins.

Recovery codes, trusted-device remembering and enforced MFA for admin accounts with a grace period — a second layer of protection beyond passwords.

A single Company & Users settings area to manage your organisation details and your team in one place.

Monthly AI actions, estimated hours saved, AI spend in £, and top three features at a glance — links straight to the Usage & Budget console.

Quote Drafter, Job Summary, EICR Photo→Observation, Risk Narrative, Anomaly Detection, Inbox Triage, Parts Suggestions, and the Usage & Budget Console.

Production build wraps Drizzle migrations into the artifact build step — no more manual schema push, no more drift.

Seventeen legacy kitchen-equipment schema tables consolidated into the unified service_sheet_submissions model.

Scoring on skills, current load, distance, and customer history — with an explanation panel so dispatchers know why a suggestion was made.

Visualises engineer capacity vs scheduled work across the next four weeks, with apprentice pairing surfaced inline.

First-time-fix percentage, average duration, revenue per day, and a 12-week trend line for each engineer.

One-tap status changes, GPS check-in/out, and offline-safe photo capture from the job card.

Customers can request a full data export or account deletion from the portal; admins get a managed approval queue.

Hardened the auth surface with industry-standard CSRF, rate limiting, and tightened CORS.

Customers see their quotes, invoices, jobs, certificates, and asset register without needing to chase the office.

Per-tenant configurable retention with anonymisation hooks for ex-customers.

Service workers + IndexedDB cache job data; queued updates auto-sync when connectivity returns.

Branded financial reports with Xero, QuickBooks, and Sage export formats.

Auto-generation of jobs from contract schedules with full audit trail.

Every tenant-scoped table is enforced via heuristic lint in CI — no accidental cross-tenant reads.

End-to-end pipeline from engineer test capture to branded PDF certificate, with retest scheduling.

Server-side authorisation middleware on every route, with route-level audit trail.