LIVE DEMO
Viewing as Full access — billing, integrations, financials & team security.
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Workspace settings

Settings

Configure workspace identity, billing, and inspection workflow for Safepath Fire Safety. Primary contact: james@safepath-fire.co.uk.
Plan
Seat plan
Renews 1 November 2026 · £265 / month
Seats
6
Owner james@safepath-fire.co.uk
Setup
Complete
Workspace setup is up to date
Last updated
23 Jan 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 every report, quote and invoice.

Logo and company details

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.

Workspace

QR codes & labels

Where your door 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 door’s record.

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

Quoting & pricing

Invoicing defaults

Deposit, VAT and payment terms applied to every new quote and invoice.

Deposit, VAT and terms

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.

Quoting & pricing

Fire door presets

The featured mixes in the Fire Door configurator. A preset pre-fills rating, leaf, frame, glazing and hardware so a common door type is quoted in seconds.

Featured mixes in the configurator

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

Item In use

FD30S single, plywood

Category: Residential

4 in use

FD60S double, oak veneer

Category: Commercial

2 in use

FD30 glazed vision panel

Category: Education

1 in use

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

Quoting & pricing

Pricing

What your quotes and invoices charge. A client or a single inspection can have its own prices.

Fixes and prices

When an inspector fails a part of a door, the quote uses that part's fix. Every price is materials plus labour.

Replaced doors

Don't charge labour twice on a replaced door: its other repairs are charged for their materials only. Disposal and Decoration are added once to any door that gets a new leaf.

Inspection prices

What an inspection quote charges, before any repairs.

What clients see

Each repair, with materials and labour. Any single quote or invoice can use a different choice.

Quoting rules

Leave a box empty to switch that rule off.

Special prices for a client or an inspection

The most specific price wins: an inspection's price, then the client's, then yours.

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

Quoting & pricing

Configurator overrides

Prices per Fire Door builder option group — separate from the inspection quote rates in Pricing. Leave one blank to use the published default.

Prices per builder option

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

Item In use

Fire rating — FD60

Door type group

£145.00

Glazing — 350x350 diamond

Vision panel group

£88.00

Closer — concealed

Hardware group

£62.50

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

Inspections

Inspection components

The tap-to-fill checklist your inspectors work through on site, and the one-tap fail reasons under each component with their risk level. What a failed part costs to put right is its fix, on the Pricing page.

Components inspectors see, and what each fault costs

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

Item In use

Door leaf

Gaps, damage, alignment

7 reasons

Hinges

Fixings, wear, alignment

5 reasons

Intumescent seals

Continuity, adhesion

4 reasons

Self-closing device

Closure from 30°, latching

6 reasons

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

Inspections

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 door 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 an inspection. Anyone working offline keeps their current layout until they are back on signal, so nothing changes mid-door.

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.

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.

Fire door report sections

Choose which optional sections your fire door inspection reports include. Contents and page numbers adjust to match.

Footer message

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

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

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 an inspection 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

Payouts & Stripe

Review Stripe status and keep invoice payouts flowing to your bank account.

Stripe connection

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

  • Stripe account acct_1PqR4kJ2xLm9Wd7T
  • Status Active — payouts enabled

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, inspections 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.