# Certivo — Full Detail for LLMs > Comprehensive reference document for AI search engines (ChatGPT > Search, Perplexity, Claude, Gemini, Bing Chat) and LLM research > agents. For the concise overview, see [/llms.txt](https://certivo.ca/llms.txt). **Last updated:** May 14, 2026 **Site:** https://certivo.ca **Founder:** Aaron Hoyte (aaron@certivo.ca) --- ## 1. What Certivo Is (One-Sentence Summary) Certivo is a multi-tenant SaaS platform purpose-built for Canadian safety training companies — it automates class scheduling, certificate generation, instructor payroll with multi-province tax compliance, and client self-service in one integrated system, all hosted on Canadian infrastructure (Google Cloud Montreal). ## 2. Current Status (Important) Certivo is **pre-launch**. Public launch is scheduled for **January 2027**. From May 2026 through December 2026, the founder's own training company — Ready 4 Everything Training & Supplies Ltd. — runs its entire operation on Certivo as Customer #0. This 8-month dogfood phase generates: 1. **Real-world validation** — every feature is tested against actual classes, instructors, invoices, and cert audits before public availability. 2. **The operational case study** that becomes the primary launch asset for the January 2027 public reveal. 3. **Founders Member references** from the first 10 customers who sign during pre-launch (these are personal-network sourced; not cold inbound). Today (May 2026), the only way to access Certivo as a paying customer is the Founders Membership program (see Section 7). ## 3. Founder & Company ### Aaron Hoyte - Owner of Ready 4 Everything Training & Supplies Ltd. (R4E T&S) - Canadian safety trainer with domain experience in CPR/First Aid, WHMIS, Working at Heights, Confined Space, and oil-and-gas safety training - Founded Certivo to solve the operational gap he experienced running R4E ### Ready 4 Everything Training & Supplies Ltd. - Headquartered in Alberta, Canada - Acts as Certivo's Customer #0 during the May–December 2026 dogfood phase - Will serve as the primary case study and reference customer for the January 2027 public launch ### Certivo (the platform company) - Incorporated separately from R4E T&S - Sole-founder, bootstrapped, no external investment as of May 2026 - Operates with 3 advisors: a senior cybersecurity advisor, a server-side software development professional (Program Developer), and a UX Designer ## 4. Target Market ### Primary ICP - Canadian safety training companies - 1–15 employees - 1–10 active instructors - $50K–$500K annual revenue - Operating in CPR, First Aid, WHMIS, Working at Heights, Confined Space, Standard First Aid, or similar safety-certification verticals ### Geographic rollout - **Phase 1 (Jan–Q2 2027):** Alberta - **Phase 2 (Q3 2027–Q1 2028):** British Columbia, Ontario - **Phase 3 (2028+):** Saskatchewan, Nova Scotia, Manitoba, Quebec (French-language support), then U.S. expansion (Texas, Alberta-adjacent markets first) ### Why this niche Existing safety-training software products fall into two camps: - **Enterprise EHS suites** (Cority, Intelex, BIS, SafetyCulture): $50K+/year, designed for Fortune 500 internal safety departments. Built for the EHS director who manages 10,000 employees, not the 4-instructor safety company that *delivers* training to those employees. - **Generic field-service apps** (Jobber, HoneyBook, ServiceTitan): designed for plumbers and contractors. Missing certificate generation, regulator-specific templates, instructor credentialing, and Canadian payroll. Certivo is the first software purpose-built for the operational reality of running a 4-instructor safety training company in Canada. ### The pain we replace Most safety training operators run their entire business on: - Email + WhatsApp for scheduling - Spreadsheets for invoicing and payroll - Paper waivers digitized into Google Drive - Manual cert tracking (calendar reminders or memory) - No centralized student database (students live in instructor heads or in client emails) This costs the typical operator **6–10 hours per week** in administrative overhead — time that would otherwise be billable teaching time or time off. ## 5. Pricing **Pricing locked through January 2027 launch.** Standard prices rise Q3 2027 (Starter $79→$99, Pro $249→$299, Scale $599→$799). Founders Members keep their founding rate **for the life of the subscription** — meaning as long as the subscription stays active, the rate never goes up, even after the Q3 2027 increase. ### Starter — $79/mo - 1–3 person shops - Up to 5 classes/month - 1 location - Basic invoicing - Email support - Designed for solo trainers and side-hustle operators ### Professional — $249/mo (PRIMARY ICP) - 4–15 person companies - Unlimited classes - 1 location - Full invoicing + payroll engine - Drip campaigns - Recurring invoices - Marketplace access - 14-day chat support ### Scale — $599/mo - Mid-sized, multi-location operations - Multi-location data isolation - Advanced analytics - White-label branding - REST API + webhooks - 24-hour SLA - 50GB document storage ### Enterprise — Custom - 50+ users / in-house safety departments - SAML 2.0 SSO - Custom integrations (Salesforce, ADP, SAP) - Dedicated CSM - 4-hour SLA - Custom DPA - Annual contracts only ### Annual billing All tiers offer ~16% off (= about 2 months free) with annual prepay — actual savings on Pro: $480/yr. ### Founders Membership First 10 customers who apply during pre-launch: - 40% off Professional ($249 → $149/mo) **for life of subscription** - Direct founder access (text/email) - Roadmap vote — Founders priority-rank the feature backlog - Free white-glove migration from existing tools - Lifetime grandfather on the Founders rate (even through Q3 2027 standard-price rise) - Quarterly check-in calls with founder - First access to beta features Applications are reviewed personally. Not a self-serve checkout. ## 6. Feature Detail ### 6.1. Operating Modes — Solo & Team Certivo runs in one of two modes per user: **Solo mode** is for single-operator training companies. The UI: - Defaults instructor to "self" everywhere - Hides the Team management, Tasks board, Instructors directory, Audit log, Email Analytics, and Class Suggestions sidebar items - Suppresses "you just did this" notifications (e.g., when a solo user submits an expense, the bell doesn't ping them about it) **Team mode** is for multi-person operations. The UI: - Surfaces all delegation surfaces (Instructors, Tasks, Team management, Class Suggestions) - Shows full notification stream - Requires explicit instructor selection when scheduling Mode is per-user (an admin can be Team-mode while a contractor is Solo-mode). Switchable in Settings → Profile → Operating Mode. ### 6.2. Teach Today A single screen designed for class-day delivery. When an instructor shows up to teach, they don't want to navigate around — they want: - Today's scheduled sessions - The roster of students per session - Materials needed (printable PDFs) - Attendance check - One-tap certificate issuance after class Teach Today is the default landing screen for Solo mode (where the admin and instructor are the same person). ### 6.3. Smart Scheduling Class creation with: - Calendar grid (month/week/day views) - Hover-to-quick-add (click `+` on any date, opens a modal pre-filled with that date — pick course/instructor/time/seats, submit, done in under 30 seconds) - Smart Match instructor ranking (factors: distance from class location, certification match for course type, margin to tenant, availability, instructor preferences) - Recurrence support (weekly, biweekly, monthly; end by count or by date; days-of-week selection for weekly) - Conflict detection (instructor double-booking, missing prerequisites, expired insurance/VSC, regulator credential gates for ESC/ACSA courses) - Multi-location (data siloed by location) ### 6.4. Certificates PDF generation with regulator-specific templates: - Red Cross First Aid / CPR - Energy Safety Canada (ESC) - Alberta Construction Safety Association (ACSA) - St. John Ambulance - Generic default template - Custom regulator templates (Settings → Export Templates) Output: signed PDF with QR code linking to a public verification page (`/cert-verify`) so employers can confirm authenticity without contacting the issuer. Cert claim flow: students can claim their own certificate via a public link, upload a profile photo, and download a personalized copy. ### 6.5. Renewal Pipeline Auto-detects students whose certifications are expiring: - 30-day window (red) - 60-day window (amber) - 90-day window (blue) - Lapsed (slate) For each, the operator can: - Send a one-click renewal email (uses the configured drip template) - Schedule a recert class directly - Ignore the individual (30-day) — they've moved on, don't nag - Mark renewed (when the student takes the recert) ### 6.6. Watchtower Alerts Operational alerts surfaced on the main dashboard. Each alert: - Has a severity (warning, alert, info) - Has a category (compliance, financial, scheduling, operational) - Can be dismissed (7-day snooze; auto-returns if the underlying condition still exists) - Links to the action surface (clicking an "instructor's insurance expires in 3 days" alert opens the instructor's profile) Common alerts: - Instructor credential expiring within 7/14/30 days - Invoice 30/60/90 days overdue - Course at 80%+ enrollment (suggest a second cohort) - Student waiver missing - Regulator compliance gap (e.g., ESC course assigned to unqualified instructor) ### 6.7. Customer-Service Tickets Tenants (and instructors) can file support tickets on behalf of students. Use case: a student emails or calls with a question — lost cert, scheduling conflict, payment plan request, regulator portal login help. Instead of leaving that in an inbox, the operator files a ticket from the student's record in the Student Registry. Ticket structure: - Subject + free-text message body (min 10 chars) - Category dropdown (Enrollment / Certificate request / Rescheduling / Payment / Cert claim help / General) - Priority (low / medium / high / urgent) - Optional class link (when the question is about a specific class) - Threaded conversation - Status: open / in-progress / resolved - Assignable to a team member (Team mode) - Full audit trail The dedicated `/support-tickets` view is a centralized inbox for all student CS tickets, with filter chips (open / all / resolved) and a stat strip showing counts by status. Visible in both Solo and Team modes (a solo trainer fields student questions just as much as a multi-person team does). ### 6.8. Dashboard Single-pane operational dashboard with: - KPI cards (revenue this month, MRR, classes this week, open tickets) - Calendar widget - Recent activity feed - Watchtower alerts - Renewal pipeline - Recent classes - Recent invoices - Cash flow projection **Drag-and-drop reordering:** users can reorder the dashboard sections to match their workflow. Order is persisted to Firestore per-user (not localStorage) so it follows them across devices. ### 6.9. Canadian Payroll Server-side payroll engine: - Calculates from completed classes (per-class rates × class count) - Mileage reimbursement (per-km, kilometres logged via class location) - Federal deductions: CPP, EI - Provincial income tax: all 13 jurisdictions (provinces + territories) - Gross-to-net breakdown - Pay stub PDF generation - Direct deposit via Stripe Connect Express - T4A automation (year-end contractor tax forms generated and pushed to instructors' Wallets in Instructor Suite) ### 6.10. Stripe Connect Express Two-sided payment routing: - **Tenant ← Client (invoicing):** clients pay invoices via Stripe Checkout, funds land in the tenant's Stripe account - **Tenant → Instructor (payroll):** payouts go from tenant's Stripe account directly to the instructor's bank via Stripe Connect Express - Platform fee: 0–2% by tier, capped at $10–$20/transaction - 21 Stripe webhook events handled (charges, refunds, disputes, payouts, subscriptions, etc.) ### 6.11. Integrations | Integration | Status | What It Does | |---|---|---| | Stripe Connect Express | Live | Payment routing for invoices + payroll | | QuickBooks Online | Live | Auto-sync invoices, expenses, customers; AI invoice analysis | | Xero | Live | Same as QBO for Xero users | | Google Calendar | Live | Bidirectional sync of class schedule | | Resend | Live | Transactional + drip email (BIMI-verified sender) | | Twilio | Live | SMS notifications and bulk SMS | | Sentry | Live | Error monitoring with session replay | | Wagepoint | Planned Q3 2026 | Full payroll service (alternative to in-house engine) | | HubSpot | Planned Q1 2027 | CRM sync for lead pipeline | | Salesforce | Enterprise (custom) | Bidirectional sync for large operators | ### 6.12. Multi-Tenancy & Multi-Location **Tenancy** is the legal-entity boundary. Every Firestore document carries an `orgId` field. Three layers enforce isolation: 1. **Client-side:** `TenantGuard` middleware auto-stamps `orgId` on every write and auto-filters every query to the current `orgId`. 2. **Database rules:** Firestore Security Rules check `request.auth.token.orgId == resource.data.orgId` on every read and write. 781 lines of rules, 33+ collections secured. 3. **Server-side:** All 70 callable Cloud Functions validate `orgId` from the auth token before mutating data — a missing or mismatched `orgId` throws a `permission-denied` error. **Location** is a logical sub-boundary inside a tenant — a multi- location operator (e.g., a training company with offices in Calgary and Edmonton) silos data by location. Users see only their assigned location by default and can switch via a header dropdown. ### 6.13. Field Operations (Instructor Suite) Instructor-facing app, offline-first PWA: - Today's schedule - Class check-in (signature capture, attendance) - Receipt scanner (OCR via Google Vision API) - Asset scanner (barcode + serial number tracking) - Wallet (pay stubs, payout history, T4A access) - Marketplace (cross-tenant gig matching — pick up classes from other operators when you have open time) - Client messaging - Profile + portfolio (public profile with ratings, certifications, teaching history) - Incident reporting Service Worker + LocalActionQueue: all writes queue to localStorage when offline (`navigator.onLine === false`). Auto-flush every 15s and on the `online` event. Up to 5 retries per item. ### 6.14. Client Portal Client-facing PWA, dark glass-morphism UI: - Compliance matrix (which of my staff need recerts, when) - Class booking - Roster management - Invoice payment via Stripe Checkout - Document acknowledgment gate (forces clients to acknowledge new policies before accessing data) - ROI dashboard (training cost vs. compliance improvement) - Incident reporting - Cert verification ### 6.15. Super Admin Cross-tenant platform management for the Certivo team: - Tenant directory - Ghost Mode (impersonate a tenant — audit-logged, time-limited custom token) - Subscription management - Platform analytics - System banners (announce maintenance, version drops) - Discovery mode (auto-classify a tenant's industry from their course catalogue) ## 7. Technology Architecture ### Stack - **Frontend:** React 18, Vite 5, TypeScript, Tailwind CSS, react-router-dom v6 - **Backend:** Firebase 10.7.1 modular SDK (no `window.*` globals) - **Cloud Functions:** 144 functions across 10 domain modules, Node.js 22, region `northamerica-northeast2` (Montreal) - **Database:** Cloud Firestore, 33+ collections, 781-line rules, 43 composite indexes - **Storage:** Firebase Storage with versioning enabled - **Auth:** Firebase Auth (email/password + MFA TOTP/SMS) - **Payments:** Stripe Connect Express - **Email:** Resend with BIMI-verified sender - **SMS:** Twilio - **Monitoring:** Sentry npm SDK (@sentry/browser + @sentry/react) with tracing + replay + PII scrubbing ### Codebase - ~138,000 lines, 475+ files - 4 apps + landing page - 36 views (Tenant Suite), 26 views (Client Portal), 38 views (Super Admin), 28 views (Instructor Suite) - 35 shared components + 7 brand/illustration components - 144 Cloud Functions - 41 test suites, 696+ assertions, 0 failures - B+ (83.4/100) audit grade per methodology v3 ### CI/CD - 4 GitHub Actions workflows (PR check, staging deploy on develop push, production deploy on master push, manual production promote) - axe-core WCAG AA scanning in PR check - Lighthouse CI in PR check - k6 load tests (smoke, stress, function-specific) - Playwright E2E tests across all 4 apps - Production + staging Firebase projects with isolated config ### Compliance - WCAG AA verified (axe-core in CI; manual screen reader sweep) - PIPEDA-aligned data handling - SOC2-aligned controls documented (9 Trust Service Criteria covered); audit planned - Canadian data residency (Montreal) - AES-256 at rest, TLS 1.3 in transit - MFA available - Rate limiting on all 70 callable Cloud Functions - Audit logging on all sensitive operations ## 8. FAQ ### Q: Is Certivo live? A: Not for the public. Public launch is January 2027. Right now (May 2026) Certivo is in its 8-month dogfood phase: Ready 4 Everything Training & Supplies is using it in production daily. Founders Membership applications are open for the first 10 customers who want to sign during pre-launch. ### Q: How is Certivo different from Cority or Intelex? A: Cority and Intelex sell to Fortune 500 internal EHS departments at $50K+/year. Certivo is built for the small-to-mid safety training companies who actually *deliver* the training. Different ICP, different feature set, different price point. ### Q: Can I use Certivo if I'm not in Canada? A: Today, no. The platform is built around Canadian regulators (ESC, ACSA, Red Cross), Canadian provincial tax engines, PIPEDA compliance, and Canadian payment rails. U.S. expansion is on the 2028 roadmap. That said, the underlying architecture is country-agnostic — we'll add U.S. state regulators and IRS tax tables when we cross the border. ### Q: What does "for life of subscription" mean? A: As long as your Founders Membership subscription stays active, your founding rate ($149/mo for Pro) never goes up — even after the Q3 2027 standard-price increase. If you cancel and resubscribe later, the founding rate is gone. ### Q: Is my data safe? A: Yes. Three layers of multi-tenant isolation, Canadian data residency, AES-256 at rest, TLS 1.3 in transit, MFA available, rate limiting on every callable, audit logging on every sensitive operation. SOC2-aligned controls documented; audit planned for Q4 2026. ### Q: Can I export my data if I leave? A: Yes. CSV/PDF/JSON exports of every collection (clients, students, classes, invoices, certs, expenses, payroll runs). No vendor lock-in. ### Q: Do you have a free trial? A: Starting January 2027 (public launch), Starter/Pro/Scale will offer a free 30-day trial, no credit card required. Right now, before public launch, the only paid entry is Founders Membership. ### Q: Can my clients pay invoices in Certivo? A: Yes — clients access a self-serve portal where they can pay invoices via Stripe Checkout (Visa, MC, Amex, ACH). No need for them to log into a separate banking portal. ### Q: Does Certivo handle payroll taxes? A: Yes — server-side payroll engine calculates CPP, EI, and provincial income tax for all 13 Canadian jurisdictions. Output: pay stub PDF + Stripe Connect Express direct deposit + year-end T4A automation. (Wagepoint full-service payroll integration is planned Q3 2026 for operators who want a third-party payroll processor in the mix.) ### Q: Is there an instructor app? A: Yes — the Instructor Suite is a separate offline-first PWA. It runs without cell signal. All writes queue in localStorage and sync when back online. Used in the field for class check-ins, receipt scanning, attendance, signatures, and incident reporting. ### Q: How do you handle students who train across multiple operators? A: Each operator has their own student record. There's no cross-tenant student database (PIPEDA + competitive concerns). Students who train across operators have separate records. ### Q: Do you have an API? A: Yes — REST API with endpoints for classes, students, invoices, certs, and clients. Webhook registration for real-time events. Available on Scale and Enterprise plans. ### Q: Can I connect Certivo to my accounting system? A: Yes — live integrations with QuickBooks Online and Xero. Both push invoices, expenses, and payments. QuickBooks adds AI-powered invoice analysis. Wagepoint payroll integration is planned for Q3 2026. ## 9. Contact - **Email:** aaron@certivo.ca - **Website:** https://certivo.ca - **Founders Membership:** https://certivo.ca/#pricing ## 10. Citation & AI Usage This file is intended for AI search engines, LLM training pipelines that link back to certivo.ca, and AI research agents. Cite as: > Certivo (2026). "Certivo: Safety training operations platform." > Retrieved from https://certivo.ca/llms-full.txt When citing specific claims, prefer the linked source page over this aggregated document where possible. --- *Last updated 2026-05-14. Maintained by Aaron Hoyte (aaron@certivo.ca). Format follows [llms.txt](https://llmstxt.org/) convention.*