Book a DemoGet Started
COMMAND CENTER

See what matters. Find anything. Keep work moving.

CertOS Command Center gives training organizations one place to understand the day, surface exceptions, find records, review activity and turn follow-up into accountable work.

Book a Demo Back to Product
Permission-aware Exception-driven Connected to live operations
app.getCertOS.com/dashboard
DAILY BRIEFINGExecutive Command Center6 items need visibility today.
Monday, Sep 7
New ClassRegister StudentAdd InstructorOpen Tasks
Classes Today9
Registrations31
Income This Month$18,420
Needs Attention6
Income & Expenses
Action Center

2 overdue tasks

Workspace security active

Setup review recommended

THE OPERATING LAYER

Seven connected tools for running the day.

Each part of Command Center is designed around the same organization, permissions and operational records, so your team does not have to rebuild context as work moves from insight to action.

01

Dashboard

Start with an executive view of classes, registrations, revenue, setup progress and the work that needs attention.

02

Getting Started

Guide a new organization from profile setup through courses, instructors, classes and online registration.

03

Needs Attention

Bring urgent and high-priority operational exceptions into one prioritized operating inbox.

04

Universal Search

Find permitted people, accounts, classes, registrations, credentials, transactions and documents from one search workspace.

05

Smart Assistant

Ask supported operational questions and return permission-aware answers from the active CertOS organization.

06

Timeline & Activity

Review who changed what, when it happened and which CertOS record the activity belongs to.

07

Tasks & Follow-up

Manage personal, delegated and team work with priorities, due dates, reminders and connected records.

DASHBOARD

A daily operating view instead of another static dashboard.

The Executive Command Center combines setup progress, daily activity, financial visibility and action items so an owner or manager can understand the state of the organization before opening individual modules.

  • Organization setup progress and onboarding milestones
  • Published classes, registrations, upcoming seats and current-month income
  • Income-versus-expense visibility from connected finance records
  • Fast actions for common workflows such as classes, students, instructors and tasks
  • Action Center for work that needs review or follow-up
app.getCertOS.com/dashboard
DAILY BRIEFINGExecutive Command Center6 items need visibility today.
Monday, Sep 7
New ClassRegister StudentAdd InstructorOpen Tasks
Classes Today9
Registrations31
Income This Month$18,420
Needs Attention6
Income & Expenses
Action Center

2 overdue tasks

Workspace security active

Setup review recommended

GETTING STARTED

Turn onboarding into a visible, guided path to readiness.

New organizations can see exactly what is configured, what is optional and what still needs to happen before they are ready to accept registrations.

  • Business logo and organization profile setup
  • Optional import of existing contacts, accounts, courses or locations
  • First course, instructor and class setup
  • Online registration readiness
  • Organization health and completion progress
app.getCertOS.com/onboarding
GETTING STARTEDSet up Apex Training GroupMove from a new account to accepting registrations.
86%Organization Health
Business logoComplete
Organization profileComplete
3
Import existing dataOptional
First courseComplete
5
First instructorTo do
First classComplete
Online registrationComplete
NEEDS ATTENTION

One prioritized inbox for operational exceptions.

Needs Attention brings problems and time-sensitive events forward instead of requiring users to discover them by checking multiple modules.

  • Open, critical, snoozed and resolved operating states
  • Severity and category context for each item
  • Direct links back to the affected record
  • Resolve, dismiss or snooze actions
  • Create a follow-up task from the exception when more work is needed
app.getCertOS.com/attention
COMMAND CENTER / NEEDS ATTENTIONNeeds Attention
6 open
Open 6Critical 1Snoozed 0Resolved 12
Search attention items...
Critical · InventoryCertification inventory below thresholdReview the connected record and choose a next action.
High · TasksFollow-up task is overdueReview the connected record and choose a next action.
High · ReferralsReferral accepted by a partner organizationReview the connected record and choose a next action.
UNIVERSAL SEARCH

Find permitted records across CertOS without leaving your organization context.

Universal Search is designed to reduce menu-hopping when a user already knows the person, order, credential, class, transaction or document they need.

  • Search by name, ID, email, course, order, credential, transaction and more
  • Filter result types from one workspace
  • Permission-aware results so inaccessible records are not returned
  • Keyboard-accessible search from the application header
  • Save frequently used searches as personal workspace views
app.getCertOS.com/search
COMMAND CENTER / UNIVERSAL SEARCHUniversal Search
Search name, ID, email, course, order, credential...
STUDENTMaya ChenSTU-004281 · maya@example.com
BUSINESS ACCOUNTNorthstar Safety GroupACC-000184 · Active client
CLASSWorkplace First AidSep 18 · 9:00 AM · Downtown
Save this searchKeep frequently used searches available as personal workspace views.
SMART ASSISTANT

Ask supported operational questions and get structured answers.

Smart Assistant gives users a faster path to recurring operational answers while continuing to respect the active organization, entitlements and role permissions.

  • Question library for common credential, people and operational questions
  • Permission-aware queries against the active CertOS organization
  • Structured answers designed to be reviewed and drilled into
  • Search-style input for supported questions
  • Clear source context that keeps answers tied to live CertOS data
app.getCertOS.com/assistant
Question LibraryChoose a common question.Whose credentials expire in the next 30 days?Which instructors have credentials expiring soon?Which contacts were added recently?
Ask CertOSType a supported question or choose one from the library.
LIVE CERTOS ANSWERChoose a question to get a live answer from your CertOS data.Permission-aware questions run against the active organization.
TIMELINE & ACTIVITY

A searchable history of what changed across the organization.

Timeline & Activity creates an operational record of events so teams can understand what happened without reconstructing history from emails, notes and separate modules.

  • Newest activity across multiple CertOS entity types
  • Search by event, description, entity or source
  • Filter by entity, event type and date range
  • Actor and source visibility for each event
  • Open the related record or create a task from activity
app.getCertOS.com/timeline
COMMAND CENTER / UNIVERSAL TIMELINETimeline & Activity
2,184 events
Search event, description, entity or source...
WHENRECORDEVENTACTORSOURCE
Sep 6, 9:38 AMPaymentInvoice INV-004921Payment updatedSystemDatabase trigger
Sep 5, 9:39 AMClassLeadership Safety TrainingInstructor assignedJordan LeeApplication
Sep 4, 9:40 AMContactMaya ChenContact updatedAvery BrooksApplication
TASKS & FOLLOW-UP

Turn attention into accountable work.

Tasks gives each user a focused workspace for personal, delegated and team follow-up, while keeping related records and priorities visible.

  • Open, overdue and completed task visibility
  • My Tasks, Assigned by Me and Team View
  • Priority, assignee, due date and recurrence context
  • Search and filters for high-volume operational work
  • Related-record links so a task keeps its business context
app.getCertOS.com/tasks
PRODUCTIVITY / TASKSTasks & Follow-up
3 open
Open 3Overdue 1Completed 18All in workspace 22
My TasksAssigned by MeTeam View
TASKASSIGNEEPRIORITYDUESTATUS
Confirm instructor coverageMeHighTodayOpen
Follow up on remaining balanceMeHighTomorrowOpen
Review renewal outreach listJordanNormalSep 12Open
CONNECTED BY DESIGN

From signal to answer to follow-up—without losing context.

The value of Command Center is not any single screen. It is the way the screens work together around the same records and permissions.

1. SurfaceNeeds Attention identifies what requires action.
2. FindUniversal Search locates the related record quickly.
3. UnderstandSmart Assistant answers supported operational questions.
4. ReviewTimeline shows what already happened and who acted.
5. Follow upTasks turns the next action into accountable work.
SEE COMMAND CENTER IN CONTEXT

Start the day with one operating view.

See how CertOS brings visibility, search, operational intelligence and follow-up together for your organization.

Book a Demo