The grid
Each cell is one duty at one property:
The % compliant figure counts properties with no red or hatched cell, rounded down.
Unknown is never counted as compliant.
A status comes only from what you have recorded: the facts about the property, the
certificates filed against it, and exceptions you have approved. AI never decides whether a
property is compliant. Every gap becomes one task for your team, and an hourly check lapses
exceptions when they expire.
Filing certificates
1
Send them in
Upload certificates in bulk, or forward them to your workspace’s certificate email
address.
2
Check and file
Each certificate waits for a person. AI suggests what kind of certificate it is, which
property, and the details on it; you check and file it. Expiry dates and statuses are
never set by AI.
EPC planner
For a property below EPC band C, the planner shows the gap and the improvement measures listed on its certificate. It is advice for planning, not a statement of what the law requires.Contractor compliance
Each contractor record holds their evidence: public and employers’ liability insurance, Gas Safe, electrical scheme, OFTEC and other registrations, each with its expiry. When a job goes to a contractor, missing evidence is a warning and expired evidence is a refusal; a person can override a refusal with a reason, which is kept. Details a contractor gives when applying are marked as self-declared until you check them.The duties follow the England private rented sector rules as SortX records them. Check your
own obligations; SortX does not give legal advice.