Everything a test & tag business needs. Nothing it doesn't.
From the first customer enquiry to the next re-test reminder, KeptSimple covers the whole job — in the office and on site.
A proper CRM underneath
Keep every customer, site and contact in one place — with notes, calls, follow-up tasks and the full test & tag picture on each customer page.
- Customers with ABN, accounts email and preferred test frequency
- Multiple sites per customer with environment, access hours and induction notes
- Contacts, including who receives reports
- Activity timeline and follow-up tasks with due dates
Every item, every test, forever
Each tagged item keeps its full history: who tested it, when, the readings, the result and when it is due next.
- Appliances, leads, power boards (EPOD), RCDs and three-phase equipment
- Class I, Class II, Lead and EPOD classifications
- Status tracking: in service, tagged out, out for repair, removed, missing
- Photos attached to any item, job, site or customer
Readings in, results out
Enter readings and KeptSimple compares them to your configured limits, explains any failure and sets the next due date from the environment interval.
- Visual, earth continuity, insulation resistance, leakage, polarity, RCD at 1× and 5×
- Automatic pass/fail with the reason recorded
- AS/NZS 3012 seasonal tag colour recorded per test
- Failed items automatically tagged out of service
From booking to invoice
Create jobs from the renewals list, assign a technician, then work through the site from your phone. Track each job from quoted to invoiced.
- Rapid “save & next item” test entry
- Lists items at the site not yet tested
- Mark untested items missing in one click
- Printable and PDF job reports
The work comes to you
One screen shows everything coming due: sites to re-test, service agreements to renew, instruments to calibrate and technician competencies expiring.
- Overdue and due-soon counts per site
- One-click “Book job” with the site pre-filled
- Service agreements with renewal tracking
- Test instrument calibration reminders
Your data, your way
Import from CSV and Excel with a smart engine that copes with real-world spreadsheets, and export your register and test history whenever you like.
- Multi-tab workbooks, merged headers, title rows and section headings
- Understands abbreviations, units and Australian date formats
- Preview, adjust and undo imports
- Excel and CSV templates included
The details that save time
Quick capture
Photograph an item on your phone, enter the tag and a few details — it's linked to the right customer and site.
Team roles
Admin, staff, technician and read-only roles, with technician licence and competency tracking.
Instruments
Record your testers with serial numbers and calibration dates — printed on every report.
Service agreements
Track recurring contracts, price per item, service frequency and renewal dates.
Your settings
Pass limits, environments, re-test intervals, job numbering and report footer — all configurable.
Secure by default
Encrypted, isolated per business, protected sign-in and nightly off-site backups.
Coming soon — be first in line
KeptSimple CRM is launching soon. Register your interest and we'll let you know the moment it's available, with a free trial to get you started.