✦ How Complys works

Built for every business that needs to stay compliant

Complys works for trades, contractors, workers, consortiums, equipment hire, healthcare, property managers and rail. Select who you are below and see exactly how it works for you.

Who are you?

πŸ”§

Get compliant. Get found. Win more work.

Complys gives trade companies a complete compliance profile β€” documents, workers, RAMS, vehicles and training β€” all in one place. Set your coverage areas and accreditations to get discovered by contractors searching for exactly your trade. Share your profile instantly with anyone who asks.

πŸ—οΈ
Step 1

Sign up and choose your trade

Tell us your sector and trade role. Complys pre-loads the compliance requirements specific to your trade β€” CISRS cards for scaffolders, Gas Safe for plumbers, IPAF for access specialists.

No blank forms. Your dashboard shows exactly what you need, what you have, and what is missing.

πŸ—οΈScaffolding
⚑Electrical
⛏️Groundworks
🏠Roofing
πŸ”§Plumbing
🎨Decorating
πŸ”¨All trades
then
πŸ“„
Step 2

Upload your documents and accreditations

Add insurance, accreditations like CHAS or SMAS, and trade-specific certificates. Complys tracks every expiry date and alerts you before anything runs out.

Your compliance score updates in real time as you upload. You always know exactly where you stand.

πŸ›‘οΈPublic liability
βœ…CHAS / SMAS
πŸͺͺTrade cards
πŸ“‹RAMS
πŸ—οΈCISRS / NASC
⚑NICEIC / ECS
then
πŸ“
Step 3

Set your coverage areas

Tell contractors exactly where you work. Choose individual towns, cities or whole regions. You appear in contractor searches across all of them β€” even if your registered address is elsewhere.

Update any time. The more areas you cover, the more searches you appear in. Combined with your trade and accreditations for precise matching.

πŸ—ΊοΈSouth West
πŸ“Devon
πŸ“Cornwall
πŸ“Somerset
πŸ™οΈIndividual towns
πŸ”„Update any time
then
πŸ”—
Step 4

Share your compliance with contractors

When a principal contractor asks for your documents, generate a secure share link in one click. Send it directly from Complys as a branded email with your company logo β€” they see your live compliance profile, documents with status badges, and a link to view everything.

The contractor saves your company to their account. From that point on they see your live compliance score β€” when you renew a document it updates automatically. No more emailing PDFs for every job.

πŸ”—Secure link
πŸ“§Branded email
πŸ–ΌοΈYour logo
πŸ“ŠLive status
πŸ”„Auto-updates
then
πŸ”
Step 5Pro feature

Get found by contractors searching for your trade

Your company appears in the Complys contractor search. Companies looking for scaffolders, electricians, roofers or any trade can filter by your location, accreditations and compliance score β€” and find you directly.

Contractors can send you a compliance request directly from the search results. You get an in-app notification and can respond with one click using your existing documents.

πŸ“ŠCompliance score
βœ…Verified badge
πŸ—ΊοΈCoverage area search
πŸ…Accreditation filter
πŸ“žDirect contact
then
πŸ‘·
Step 6Growth feature

Add your workers

Create worker profiles, assign qualifications and training cards. Each worker gets a compliance passport and a QR ID card for site access. You see at a glance who is compliant and what is expiring.

Workers check in to sites by scanning a QR code. GPS verifies they are on site. Timesheets start automatically.

πŸͺͺCSCS cards
πŸ‹οΈIPAF / PASMA
🩺First aid
πŸ“±GPS check-in
⏱️Auto timesheets
then
πŸ“Š
Step 7Growth feature

Training matrix

See every worker's qualifications in one grid. Expiry alerts fire automatically before cards run out. Book training directly through Complys.

Filter by worker, qualification type or expiry date. Export for audits or client requests.

πŸ“ŠAll qualifications
πŸ””Expiry alerts
πŸ“₯Export matrix
πŸ“‹CHAS readiness
then
πŸ“’
Step 8Growth feature

Run toolbox talks

Create toolbox talks from AI-generated templates or write your own. Workers read and sign off on their phone. Full records kept automatically.

Working at height, manual handling, fire safety, PPE and trade-specific topics β€” all delivered and recorded digitally.

πŸ€–AI templates
πŸ“±Phone sign-off
βœ…Auto records
πŸ“ŠCompletion report
then
πŸš—
Step 9

Manage your vehicles

Track MOT, insurance and service records for every vehicle. Build custom check forms β€” drivers complete them on their phone before starting work. Defects are logged and tracked to resolution.

Request DVLA and driving licence checks for drivers directly through Complys.

πŸš—MOT tracker
πŸ›‘οΈInsurance
πŸ“‹Custom checks
πŸ”΄Defect tracking
πŸͺͺDriver checks
then
πŸ“‹
Step 10Pro feature

Build your RAMS

Answer a few questions and our AI generates a complete risk assessment and method statement. Review, edit and download as a branded PDF. Copy an existing RAMS as a starting point for a new one.

Templates for every trade. AI writes the method statement and hazard register from your answers.

⚠️Risk assessment
πŸ“Method statement
πŸ”΄Hazard register
πŸ“₯PDF download
then
🎯
Step 11Pro + Tender Finder Β£20/mo

Find live tenders matched to your trade

Complys searches thousands of live public sector tenders from the UK government Find a Tender Service every day. You only see tenders relevant to your trade and location β€” no irrelevant results.

Email alerts the moment a matching tender is posted. Never miss a contract opportunity again.

πŸ›οΈGovernment tenders
πŸ—ΊοΈMatched by location
πŸ”§Matched by trade
πŸ””Email alerts
πŸ’°Contract value
then
πŸ“
Step 12Pro + Tender Finder Β£20/mo

Write your tender response with AI

Found a tender you want to bid for? Click Write Response and our AI generates a professional tender document using your company profile, accreditations, compliance score and past experience.

One click and your tender is written, formatted and ready to review. Edit, download as PDF and submit β€” all from Complys.

πŸ€–AI written
πŸ“‹Uses your profile
βœ…Includes compliance
πŸ“₯PDF download
βœ‰οΈSubmit direct
then
πŸ’Ό
Step 13

Post jobs and find workers

Post job vacancies for individual workers or project opportunities for companies to tender on. Working radius matching means only workers and companies within your specified distance are notified β€” no irrelevant applications.

Set must-have requirements like CHAS, CSCS or IPAF so only qualified applicants are notified. Edit, close or delete your posts at any time.

πŸ‘·Job vacancies
πŸ—οΈProject opportunities
πŸ“Working radius
πŸ…Requirements filter
πŸ“§Email notifications
then
🀝
Step 14

Introduce yourself to companies

Found a contractor or company you want to work with? Send them a branded introduction with your compliance documents attached β€” whether they are on Complys or not. Three steps, under a minute.

Track every introduction in your CRM. See when the email is delivered and opened. Update the status as conversations progress β€” Replied, Working together, Follow up.

πŸ“§Email or in-platform
πŸ“„Compliance attached
πŸ‘οΈOpen tracking
πŸ“ŠCRM tracker
πŸ”—Connect on Complys

Ready to get started as a trade company?

Free to sign up. No credit card needed. Set up in under 10 minutes.

πŸ”— Compliance sharing β€” Pro and above

Stop emailing PDFs. Share live compliance instead.

Generate a secure share link in one click. Send a branded email with your company logo and documents listed with status badges. The contractor saves your company to their account and tracks your live compliance score from then on β€” no resending needed when you renew.

βœ“ Select which records to include β€” documents, checks, vehicles
βœ“ Generate a secure 30-day link β€” no login needed to view
βœ“ Send a branded email with your logo, signature and personal message
βœ“ Recipient saves your company in one click
βœ“ Their dashboard shows your live compliance score permanently
βœ“ Certificate renewals update automatically β€” no resending needed
βœ“ Works for recipients who are not yet on Complys
1
Select records and create a link
Tick the documents you want to share and click Share records. A secure 30-day link is generated instantly.
2
Send a branded compliance email
Send from Complys with your company logo, each document with its compliance status badge, and a personal message.
3
Contractor views and saves your company
The recipient opens the link, sees your live compliance profile and saves your company to their Complys account in one click.
4
Live compliance from that point on
Your company appears in their companies dashboard with your live score. When you renew a document it updates immediately.
Both sides benefit β€” the trade gets their documents seen, the contractor gets live compliance data with no admin
🎯 Tender Finder β€” Pro add-on Β£20/mo

Live tenders matched to your trade β€” every day

Complys searches thousands of live public sector contracts from the UK government Find a Tender Service every single day. You only see tenders relevant to your trade, sector and location. AI writes your response from your Complys profile.

βœ“ Matched to your trade and location automatically
βœ“ Email alert the moment a matching tender is posted
βœ“ AI writes your tender response from your Complys profile
βœ“ Consortium members can bid together on large contracts
βœ“ Save and manage all your responses in one place
2 days ago
Scaffolding works β€” Devon County Council
ScaffoldingπŸ“ Devon
Β£45,000
Write response β†’
Today
Electrical installation β€” NHS Trust Bristol
ElectricalπŸ“ Bristol
Β£120,000
Write response β†’
1 day ago
Roofing repairs β€” Plymouth City Council
RoofingπŸ“ Plymouth
Β£28,000
Write response β†’

Example tenders β€” updated daily from Find a Tender Service

πŸ”” Automatic email alerts

Never let a document expire again

Complys automatically sends email alerts before documents, certificates and qualifications expire β€” proportional to how long they are valid. A 12-month insurance policy gets a 30-day warning. A 90-day card gets a 14-day warning. No configuration needed.

βœ“ Sent from noreply@complys.co.uk every morning at 7am
βœ“ Goes to the account owner and directly to the worker if they have an email
βœ“ Warning period scales automatically with document validity
βœ“ Manual send button on your compliance page for immediate alerts
βœ“ Covers company documents, worker documents, checks and vehicles
Complys
noreply@complys.co.uk
To: manager@ddcscaffolding.co.uk
3 compliance items need attention β€” DDC Scaffolding
Public Liability Insurance
DDC Scaffolding
14d left
CSCS Card β€” J. Smith
Worker document
7d left
Van Insurance β€” SN21 ABC
Fleet vehicle
22d left
View compliance dashboard β†’

Example alert email β€” sent automatically every morning

Everything in one platform

No bolt-ons, no extra apps β€” everything your business needs to stay compliant and win work

πŸ“Š
Live compliance scoring
Live score for every company and worker
πŸ“‹
RAMS builder
AI-generated risk assessments and method statements
πŸ“’
Toolbox talks
AI templates, phone sign-off, auto records
⏱️
GPS timesheets
QR check-in, GPS verify, auto timesheets
πŸ“Š
Training matrix
All worker qualifications in one grid
πŸš—
Vehicle management
MOT, insurance, custom check forms, driver checks
🏷️
QR asset tracking
Print stickers, scan to inspect, track hire
πŸ”—
Compliance sharing
Share live compliance with any contractor in seconds
πŸ“‹
Compliance requests
Tick-box checklists sent to subcontractors
πŸ”
Contractor search
Search by trade, location and accreditation
πŸ“
Coverage areas
Set where you work, appear in targeted searches
🎯
Tender finder
Live matched tenders β€” Pro + Β£20/mo add-on
πŸ“
AI tender writing
AI writes your response from your profile
🀝
Consortium tendering
Trades bidding together for larger contracts
πŸͺͺ
Worker passports
Portable compliance record owned by the worker
πŸ””
Automatic email alerts
Proportional warnings sent to you and workers
πŸ’Ό
Jobs board
Post vacancies and projects, working radius matching
🀝
Introduce myself
Send compliance introductions, track opens and replies
πŸ”—
Company networking
Connect, receive introductions, build your network
Complys

The only compliance platform built for every business

Trades, contractors, workers, consortiums, equipment hire, healthcare, property and rail β€” all on one platform.

Complys β€” Get compliant, get found, win more work