The complete, cloud-based online software that consolidates and manages all projects and documents in one platform

BCS Certification serves as the main platform that creates, manages and finalises inspections and projects. The system populates a wide range of compliant certification templates and documents with relevant project information. The BCS document management system allows users to create and edit new or existing project documents and company specific templates using Microsoft Word. All created and polished documents are automatically saved back to the cloud.

BCS SmartsHow BCS Certification WorksFull Feature List

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Document Management System

BCS has a smart template engine which allows users to have control of their templates and how they are generated by utilising our integration with Microsoft Word

Cloud-based storage

BCS Certification automatically saves all created and polished documents back to cloud storage which means that all data and documents are fully secure, instantly retrievable and available 24/7.

Distribute reports direct to recipients via email

BCS Certification gives the user the capability to send finalised reports to clients and other recipients direct via email. Users can easily attach any files to the email with a simply drag and drop.

Generate compliant certifications ready for distribution

BCS Certification generates compliant certificates, complete with electronic stamping and signature, in PDF format. It is also equipped to distribute reports direct to clients via email.

Software integration

BCS Certification is fully integrated with Microsoft Word, Dropbox, Adobe and iCal. BCS holds a high level of integration capability with other systems and cloud based software.

Calendar feed

Track all your inspection bookings by using the BCS Certification calendar feed. Every user can also subscribe to the calendar by syncing either Outlook, Google, iPhone/iPad accounts to the BCS Certification calendar.

How BCS Certification Works

Creating a quote

BCS Certification allows the user to create a quote for a project through the BCS dashboard. By simply filling in the set requirements and adding your own service categories and/or items for the project, you can then generate a quote document. The document can then be further edited using your desktop Word. Once finished editing the document, a polished PDF file of the quote document will be generated complete with authorised signatures.

Creating a project

To create a project, users can progress a recent quote or create a new project on its own via the BCS dashboard. Once all of the relevant project information has been entered into the file e.g. proposal, and owner details, a project is then created. The information used when creating the project will automatically populate any useful information into document files users add. Users can add the required documents to the project and also add required inspections. BCS provides a wide range of compliant document and inspection templates complete with the necessary checklists and questions to choose from.

Booking inspections

Add required site inspections before allocating them to users for each individual project using BCS Certification. By selecting the desired project and inspector, you can organise and book an inspection with fully integrated calendar support. Moreover, you can also set a reminder for the inspection to the inspector via email and add any important comments to be relayed. All allocated inspections will be allocated to the BCS Mobile Inspection App and stored in the Office database while all upcoming inspections will be shown in the dashboard.

Document Management System

The BCS document management system is an online generation and retrieval system. This system validates templates and documents using Microsoft Word. All project information is managed in the one platform to keep track of all data and documents. Before a project document or inspection is finalised users can use the Document Management System to customise new or existing company specific templates or project documents. Using Microsoft Word, default templates and documents can be replaced with the customised documents, complete with company logo and authorised signature. All data is securely stored to the cloud which means that they are secure, instantly retrievable and accessible 24/7.

Finalising

Once a document or inspection report is ready to be finalised within BCS Certification the user can view the file then simply click finalise. This will generate compliant certificates in PDF form to include your company name, logo and any electronic stamping and digital signatures, ready to be printed or distributed to the client via email.

Certification Features and Inclusions

The following list of features outlines what is available to you in Certification. Certification has tailored the system to include all aspects of functionality required to create an efficient work space, bringing consistency to the way pool certification is carried out

Starter Team Corporate Enterprise
Standard Invoicing check check check check
Access Xero Settings Page  check check check check
Disbursements  check check check check
Credit Notes  check check check check
Payroll Identifier  check check check check
Progressive Revenue Recognition  EP EP EP EP
Project Billing Phases EP EP EP EP
Purchase Order  EP EP EP EP
Expense Claims  check check check check
Invoice Share Allocation EP EP EP EP
Lock Period  EP EP EP EP
Write Offs  EP EP EP EP
Invoice Revenue Splits  Report EP EP EP EP
Standalone Credit Notes Opt-out  check check check check
Xero Tracking Categories  EP EP EP EP
Show line lookup on large invoices  EP EP check check
Report - Aged Receivables  check check check check
Overdue Payment Reminders  check check check check
Marketing Opt-out  check check check check
Fee Preset Filtering EP EP check check
Client Fee Presets EP EP EP EP
Starter Team Corporate Enterprise
Strict Contact Management  EP EP EP EP
Account Contact  EP EP EP EP
Starter Team Corporate Enterprise
Attachments  check check check check
Documents  check check check check
Microsoft  check check check check
Signatures  check check check check
Custom Default Documents  check check check check
Custom Document Templates  check check check check
Document Stamping  check check check check
Create Document Categories  check check check check
Document Tasks and Reminders  check check check check
Use BCS Sharepoint  check check check check
Placeholder Documents  check check check check
Document Stamping V2  EP EP check check
Document Status  EP EP EP EP
Document Reference  check check check check
Document Reference (Checklist)  check check check check
Generate All  EP EP EP EP
Document Category Status  EP EP EP EP
Always Show Manual Document Editing  check check check check
Document Bulk Actions  check check check check
Document Subcategories  EP EP EP EP
Template Filtering EP EP EP EP
Starter Team Corporate Enterprise
Essential Safety Measures Diary EP EP EP EP
Essential Fire Safety Measures  check check check check
Create EFSM Projects  EP EP EP EP
EFSM Audit Tool Access for Guests  EP EP EP EP
Starter Team Corporate Enterprise
Calendar Feed  check check check check
Custom Inspection Areas  check check check check
Inspections  check check check check
Preselect Stages in Inspection Allocations  check check check check
Defect Register  check check check check
Additional inspection observations  check check check check
Recurring inspections  check check check check
Starter Team Corporate Enterprise
NSW ePlanning  EP EP EP EP
BPB Data Reporting  check check check check
Starter Team Corporate Enterprise
External Access  EP EP check check
Guest Access  EP EP EP EP
External Inspector Access  EP EP EP EP
Guest Application Forms  EP EP EP EP
Starter Team Corporate Enterprise
Billing  check check check check
Access Project Files  check check check check
Create Project Files  check check check check
Custom List of Requirements  check check check check
Custom Project File Numbering  check check check check
Development Applications  check check check check
Emails  check check check check
Notes  check check check check
Custom Project File Status Template  check check check check
Create Subprojects  check check check check
Project Name Changes  check check check check
View Registers  check check check check
Checklist  check check check check
Project Stages (Generic)  check check check check
Multiselect Project Types  check check check check
Checklist table layout  check check check check
Create Building Certification Projects  check check check check
Edit Registers  check check check check
Business Unit  EP EP EP EP
Substitute Contact EP EP EP EP
Starter Team Corporate Enterprise
Custom Fee Presets  check check check check
Custom Fee Service Rates  check check check check
Access Quotes  check check check check
Convert Quote To Project  check check check check
File Administrator on Project/Quote  check check check check
Assessing Officer on Project/Quote  check check check check
Quote Billing Phases EP EP EP EP
Line-by-line acceptance of Quotes  check check check check
Create Subquotes  check check check check
Starter Team Corporate Enterprise
All Projects Report  check check check check
Open Projects Report  check check check check
Operations Report  EP EP EP check
Booked Inspections  check check check check
Completed Inspections  check check check check
Quotes Report  check check check check
Queensland Sightings Report  check check check check
Lapsing Permits  check check check check
Lapsing Permits (VIC)  check check check check
Invoice Status Report  check check check check
Director  EP EP EP check
Monthly Bonus Commission Report EP EP EP check
Defective Inspection Report  EP EP EP check
Account Statements EP EP EP check
Financial Summary Report  EP EP EP check
EP Extension Pack