How records are kept

Your records, your rules, both on file.

What we keep, who can see it, and how you take it with you.

Where each rule comes from

Every interval and every check carries a link to the page it came from and the day we last read that page. You see both on the trade page before you sign up and on every report you hand over. When a regulator changes a rule, the change to your trade goes through a person's review before it reaches your records, and the new checked date shows beside it.

Some trades follow standards that are sold rather than published. For those we cite the standard by name, capture the same facts in our own layout, and never copy its text or its forms.

Who can see your records

Each company's records are walled off from every other company's, and a test that tries to read across that wall runs on every change we make. You sign in with a link sent to your email, so there is no password to steal, and the sign-in itself is stored only in a form that cannot be turned back into the link.

When you share a record with a client, the link opens that one record and the reports issued for it, nothing else, it expires on its own after 90 days, and you can switch it off sooner.

Taking your records with you

Every plan, the free one included, can export every kind of record as a spreadsheet file. Issued reports keep the exact content they had on the day you issued them, with a fingerprint printed at the foot so anyone can tell an altered copy from the original.

What we never claim

A recordkeeping aid. It does not certify compliance and is not legal advice. The rules on file help you keep the record your inspector asks for; whether the work meets the rule is still your call and theirs.