# Certivo

> Certivo is a multi-tenant SaaS platform purpose-built for Canadian safety training companies — automating class scheduling, certificate generation, instructor payroll, multi-province tax compliance, and client self-service in one integrated system.

## Status

**Pre-launch.** Public launch: **January 2027.**

From May 2026 through December 2026, Certivo runs production for
Ready 4 Everything Training & Supplies Ltd. (the founder's own
training company) as **Customer #0** — 8 months of real classes,
instructors, invoices, and cert audits before public availability.

Founders Membership applications are open now (first 10 customers).

## About

Most safety training operators run their entire business on a
combination of email, spreadsheets, paper waivers, and SMS. Existing
verticals (Cority, Intelex, BIS) target Fortune 500 EHS departments
and start at $50K+/year — far above the budget and complexity needs
of a 4-instructor Alberta safety training company.

Certivo is the first software purpose-built for that gap. It replaces
the patchwork with a single integrated platform covering scheduling,
certification, invoicing, payroll, compliance tracking, and client
self-service.

## Target Market

- **Primary ICP:** Canadian safety training companies, 1–15 employees
- **Geography:** Alberta first, then BC, ON, SK, NS through 2027
- **Pain:** 6–10 hours/week lost to admin (scheduling, follow-ups,
  certificate re-issues, invoice chasing)
- **Decision-maker:** Owner-operator who also teaches

## Pricing

(Locked through January 2027 launch. Standard rates rise Q3 2027.
Founders Members keep founding rate for life of subscription.)

- **Starter:** $79/mo — solo, 1–3 person shop
- **Professional:** $249/mo — small co, 4–15 employees (primary ICP)
- **Scale:** $599/mo — mid-size, multi-location
- **Enterprise:** Custom — 50+, in-house safety departments
- **Founders Membership:** First 10 customers; 40% off Professional
  ($249 → $149/mo) **for life of subscription**; direct founder
  access; roadmap vote; advisor pool; white-glove migration

## Key Features (May 2026)

### Operating modes
- **Solo & Team modes** — UI adapts to single-operator or
  team-based workflows; switchable per user; no separate plan
- **Teach Today** — daily class-delivery surface; today's
  schedule, roster check, materials, and certificate issuance
  on one screen

### Scheduling & delivery
- Smart Match (instructor ranking by distance/margin/qualifications)
- Hover-to-quick-add calendar (click + on date, modal in <30s)
- Multi-location support (data siloed by location)
- Recurring class series with day-of-week or until-date end
- Conflict detection (instructor double-booking, room conflicts)

### Compliance & certificates
- PDF certificate generation with regulator-specific templates
  (Red Cross, ESC, ACSA, etc.)
- Cert claim flow for students (student-facing cert verification)
- Renewal pipeline (auto-detects expiring certs, 30/60/90-day queue,
  one-click outreach, individual ignore)
- Watchtower alerts (operational alerts surfaced on dashboard,
  dismissable, auto-return if not resolved)

### Financial
- Stripe Connect Express for instructor payouts
- T4A automation (Canadian contractor tax forms)
- Server-side Canadian payroll engine (CPP, EI, all 13 provinces)
- Recurring invoices (weekly/monthly/quarterly)
- QuickBooks Online + Xero sync
- Cash flow forecasting

### Client experience
- Client portal (PWA, install on any device, offline-capable)
- Self-service class booking
- Cert verification widget (embeddable)
- Invoice payment via Stripe Checkout
- Document acknowledgment gates

### Instructor field operations
- Offline-first PWA (works without cell signal)
- LocalActionQueue with auto-sync when back online
- Receipt scanner with OCR
- Asset scanner (barcode + serial number tracking)
- Wallet (payouts, earnings history)
- Marketplace (cross-tenant gig matching)

### Communications
- Drip campaigns (cert renewals, onboarding, re-engagement)
- Email + SMS (Resend + Twilio)
- Branded email templates
- BIMI-verified sender domain

### Administration
- Customer-service tickets (file on student's behalf, threaded
  conversations, priority routing, audit trail; visible in
  both Solo and Team modes)
- Dashboard with drag-and-drop section reordering (per-user)
- Cancel-save flow (proactive churn intervention)
- Universal CSV importer (clients, students, classes)
- Bulk email + bulk SMS
- Audit explorer

### Enterprise
- SAML 2.0 SSO
- REST API + webhooks (Salesforce, ADP, custom pipelines)
- White-label branding + custom domain
- Dedicated CSM and 24-hour SLA

## Technology

- **Frontend:** React 18 + Vite 5 + TypeScript + Tailwind CSS
- **Backend:** Firebase 10.7.1 modular SDK; 144 Cloud Functions
  across 10 domain modules (Node.js 22, region
  `northamerica-northeast2` — Montreal)
- **Database:** Cloud Firestore; 33+ collections; 781-line security
  rules; 43 composite indexes; three-layer tenant isolation
- **Payments:** Stripe Connect Express
- **Email:** Resend (with BIMI verification)
- **SMS:** Twilio
- **Monitoring:** Sentry (tracing + replay + PII scrubbing)
- **Accessibility:** WCAG AA verified; axe-core in CI
- **Compliance:** SOC2-aligned (audit planned), PIPEDA-aligned

## Compliance & Security

- Canadian data residency (all data in Google Cloud Montreal)
- AES-256 encryption at rest; TLS 1.3 in transit
- Multi-tenant isolation enforced at three layers: client-side
  TenantGuard, Firestore Security Rules, and Cloud Function
  orgId validation on all 70 callable functions
- MFA available (TOTP + SMS)
- Rate limiting on all callable Cloud Functions
- Audit logging on all sensitive operations
- SOC2-aligned controls documented; audit planned
- WCAG AA accessibility (verified via axe-core in CI)

## Integrations

| Integration | Status |
|---|---|
| Stripe Connect Express | Live |
| QuickBooks Online | Live |
| Xero | Live |
| Google Calendar | Live |
| Wagepoint payroll | Planned Q3 2026 |
| HubSpot | Planned Q1 2027 |
| Salesforce | Enterprise (custom) |

## Founder

**Aaron Hoyte** — owner of Ready 4 Everything Training & Supplies
Ltd., a Canadian safety training company headquartered in Alberta.
Built Certivo to run R4E first, then made it available to other
training operations facing the same operational challenges.

## Contact

- **Email:** aaron@certivo.ca
- **Website:** https://certivo.ca
- **Founders Membership application:** https://certivo.ca/#pricing
- **Demo:** https://certivo.ca/#demo

## Documentation

- [Main site](https://certivo.ca/)
- [Pricing](https://certivo.ca/#pricing)
- [Features](https://certivo.ca/#features)
- [For Clients](https://certivo.ca/for-clients)
- [Enterprise](https://certivo.ca/enterprise)
- [Data Commitments](https://certivo.ca/data-commitments)
- [Roadmap](https://certivo.ca/roadmap)
- [Privacy](https://certivo.ca/privacy)
- [Terms](https://certivo.ca/terms)
- [Full LLM detail](https://certivo.ca/llms-full.txt)

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*This file follows the [llms.txt](https://llmstxt.org/) convention for
LLM and AI-search consumption. Last updated 2026-05-14.*