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Workspace settings

Settings

Configure workspace identity, billing, and survey workflow for Safepath Fire Safety. Primary contact: james@safepath-fire.example.
Plan
Seat plan
Renews 1 November 2026 · £115 / month
Seats
3
Owner james@safepath-fire.example
Setup
Complete
Workspace setup is up to date
Last updated
14 Oct 2026
by James Thornton
Setup & guides
Fully set up. Revisit any step whenever you need to.

Workspace

Organisation profile

Your logo and the contact details clients see on reports, quotes and emails.

Logo

Appears in the app, on every report, quote and invoice, in emails to clients and on the client portal.

Current logo
Your logo

The checks show where your logo is see-through.

PNG · 1200 × 400 pixels · see-through background · edited 14 Oct 2026

For the best result
  • A wide logo – roughly three times wider than it is tall. Report headers are wide and short, so a square logo prints small.
  • A PNG with a see-through background.
  • At least 600 pixels wide, so it prints sharply.
  • PNG or JPG, up to 2 MB.
Preview a sample reportA sample document with a logo and company details on it. Nothing is sent.

Company details

Printed as the “From” address on invoices and shown to inspectors in the field.

Installer third-party certification

Printed on survey report PDFs when set. FireDoorApp does not verify certification — this is your own declaration, and nothing is printed if you leave it blank.

Logo, company name and contact details.

Workspace

QR codes & labels

Where your item codes come from, and the format used when printing labels for them.

Where your codes come from

Choosing your own codes hides the buttons that generate a code and print a label, everywhere in the app. Nothing already tagged is affected. Your own stickers are read by the scanner inside the app only: a client pointing their phone camera at one will not reach the item’s record.

The code source applies straight away. The label format is used the next time you print.

Surveys

Capture forms

The fields surveyors fill in for each item. Every item uses Standard — the right fields for its type, as today — unless its type has a form of its own.

Your forms

3 forms · an item type without a form of its own uses Standard.

Form In use

Standard

Default · our fields for each item type, as today · used for every item type without a form of its own

Default

Our fields

Each item type shows its own fields, as today. Make a form of your own to choose which of our fields an item type shows.

Your questions

Anything else to record at each item — asked after the fields, in this order, and printed on the report. A question never passes or fails an item. Click one to change it.

No questions on this form yet.

Riser floor seal

6 of our fields · 1 check of your own · 4 questions

Form name

Used for item types

An item of these types gets this form automatically. An item type switches on one form only.

None yet — this form is only used where the office or the surveyor chooses it.

Our fields

6 of 34 on this form

Your own checks are answered Pass, Fail or N/A on each item. An item with a failed check can't be saved as a Pass.

Your questions

Anything else to record at each item — asked after the fields, in this order, and printed on the report. A question never passes or fails an item. Click one to change it.

14 items captured on this form keep the version they were captured with. 6 still to do will use your changes.

Plastic pipe collar

5 of our fields · 2 checks of your own · 5 questions

Form name

Used for item types

An item of these types gets this form automatically. An item type switches on one form only.

None yet — this form is only used where the office or the surveyor chooses it.

Our fields

5 of 34 on this form

Your own checks are answered Pass, Fail or N/A on each item. An item with a failed check can't be saved as a Pass.

Your questions

Anything else to record at each item — asked after the fields, in this order, and printed on the report. A question never passes or fails an item. Click one to change it.

Your own checks

Tick them on a form under “Our fields”. A renamed check shows its new name on each form once that form is next saved; a check still ticked on a form can’t be removed.

Start from a ready-made form

Opens a new form filled in for that kind of item. Change anything, then save.

Saves your forms. Items already surveyed keep the form they were surveyed with; items still to do use the new version.

Surveys

Capture vocabularies

The pick-lists your surveyors use on site — defect reasons, required ratings, supporting constructions, substrates, service types, certification bodies and test standards.

Pick-lists surveyors choose from

Read-only in the demo. In your own workspace every field here is editable.

Item In use

Defect reasons

Survey capture

14 items

Required ratings

Survey capture

6 items

Supporting constructions

Item editor

9 items

Service types

Item editor

11 items

Editing is disabled in the demo. Everything here is yours to change in your own workspace.

Surveys

Capture layout

How the capture screen is arranged on phones and tablets. Everyone in this workspace uses the same one.

On site

Both record exactly the same information and save to the same place. They differ only in how much of the item you see at once.

Camera on Android

Android phones and tablets only. It has no effect on iPhone or iPad, which always use their normal camera.

Applies the next time a device loads a survey. Anyone working offline keeps their current layout until they are back on signal, so nothing changes mid-item.

Documents & emails

PDF appearance

How the PDFs you send to clients look, and the message printed on your reports.

Design

Applies to documents created from now on. A report or document already stored keeps the design it was made in.

When you haven’t added a logo

What your documents print where your logo would go. Next to a client’s logo, the box is never printed.

Brand colour

Used for the cover band, table headings and totals. Pass, fail and risk colours never change.

Custom

Readable. White text reads clearly on this colour.

Only the workspace owner can change the design.

Footer message

Printed on your inspection and survey report PDFs, alongside the inspector’s details.

Appears on inspection and survey report PDFs.

Documents & emails

Terms & conditions on your documents

The legal wording printed on reports, quotes, invoices, completion records and RAMS — every document, edited in one place. In the app you pick a document from the list down the left and reword its sections on the right; each document saves on its own.

Wording printed on your documents

Read-only in the demo. In your own workspace every field here is editable.

Document Sections

Fire door inspection report

Disclaimer, basis, responsibilities, limitations

10 sections

Fire stopping report

Survey and installation wording, kept separate

13 sections

Quotations

Scope, compliance, assumptions, next steps

13 sections

Invoices

Payment terms printed at the foot of every invoice

2 sections

Completion & evidence records

What a record is — and what it is not

8 sections

RAMS

The disclaimer on risk assessments and method statements

2 sections

Editing is disabled in the demo. Everything here is yours to change in your own workspace.

Documents & emails

Reminder timings

When the workspace chases a quote, an invoice, or a follow-up survey that is coming due.

How long the app waits before chasing

Read-only in the demo. In your own workspace every field here is editable.

Editing is disabled in the demo. Everything here is yours to change in your own workspace.

Documents & emails

Email templates

The wording of everything the workspace sends on your behalf. Reword the subject and message, preview it with real data, and send yourself a test before a client ever sees it.

Subjects and wording

Read-only in the demo. In your own workspace every field here is editable.

Item In use

Quote sent

Client · sent when a quote is issued

Customised

Invoice reminder

Client · sent when an invoice is overdue

Default

Inspection confirmed

Client · sent when a booking is confirmed

Customised

Portal invitation

Client · sent when portal access is granted

Default

Editing is disabled in the demo. Everything here is yours to change in your own workspace.

Tools

Offline cache

Clear cached pages, media and offline drafts from this device. Nothing on the server changes.

Cached pages, media and drafts

Read-only in the demo. In your own workspace every field here is editable.

  • Status Ready

Editing is disabled in the demo. Everything here is yours to change in your own workspace.

Tools

Install to Home Screen

Open install instructions for a faster app-like experience on this device.

Where to get it

Read-only in the demo. In your own workspace every field here is editable.

  • Platforms iPhone, iPad, Android, Chrome

Editing is disabled in the demo. Everything here is yours to change in your own workspace.

Tools

Sample data

Remove the sample clients, properties, surveys and quotes created by the first-win guide and the guided tour.

Sample clients, properties and jobs

Read-only in the demo. In your own workspace every field here is editable.

  • Status Ready

Editing is disabled in the demo. Everything here is yours to change in your own workspace.

Danger zone

Delete workspace

Permanently deletes this workspace and all of its data after a 30-day grace period. Export your records first.

Confirm workspace deletion

Read-only in the demo. In your own workspace every field here is editable.

Editing is disabled in the demo. Everything here is yours to change in your own workspace.