Your certificates
What this step does
Section titled “What this step does”It files your insurance and certificates in your Identity. The property managers who choose you see them up to date, you no longer send them by e-mail, and TAYO.pro warns you before a certificate expires.
What you do
Section titled “What you do”- Click Add certificate and choose its type.
- Attach the PDF and, if you have it, its expiry date.
- Click Save: the certificate is added to your Identity and shows under “Already added”, with how long it is valid.
The step blocks nothing: Next once a certificate is added, Later to do it afterwards. On the Basic plan you can add three certificates; the Plus plan lifts that limit. On the web, Try PLUS for free, under the limit, lets you choose between Annual and Monthly, then opens the payment; once paid, the wizard brings you back here, with no limit.
Frequently asked questions
Section titled “Frequently asked questions”Which ones should I add?
Section titled “Which ones should I add?”The ones the property managers you work with ask for: their requirements are not all the same. The step reminds you of the baseline, almost always asked for: “Liability Insurance Certificate”, “Commercial Register Extract” and “Certificate of Payment of Social Security Contributions”. The list of types also includes, for example, OASI, the occupational pension plan, accident insurance, the debt collection register extract or the SIAC CLA Compliance Certificate.
Why can’t I add a fourth one?
Section titled “Why can’t I add a fourth one?”The Basic plan allows up to three certificates; the step shows where you stand, then “Limit reached”. To add more, move to the Plus plan, at the Plan step or later under Settings › Subscriptions.
I don’t have the PDF at hand
Section titled “I don’t have the PDF at hand”Click Later: the setup goes on. The “Add your certificates” task stays in your next steps, and you add your certificates whenever you like under Identity. It ticks itself as soon as a certificate is saved, wherever you added it.
What is the expiry date for?
Section titled “What is the expiry date for?”It is optional, but it is what triggers the alerts: you are notified two weeks before expiry, then on the day, so you can renew on time. A certificate without a date will never warn you.
Who sees my certificates?
Section titled “Who sees my certificates?”They are part of your Identity. On the Basic plan, it is shared with your Tayo property managers; on the Plus plan, with all your clients. See The Basic and Plus plans.