⚠️ In Development: This application is still in active development. Updates and improvements will occur frequently. Please check back for new features and enhancements.

TAGiD (Trackable Audit & GPS-Integrated Documentation) is a digital logbook plugin for Rise CRM that helps businesses maintain compliance records, track assets, and generate professional reports. Transform paper logbooks into professional digital records with QR code access, GPS location tagging, multi-signature forms, and audit-ready PDF reports—all within your Rise CRM.

01

Digital Logbooks

Create unlimited professional digital logbooks with unique UUIDs, automatic QR code generation, and flexible public or private access control.

  • Unique UUID per logbook
  • Automatic QR code generation
  • Public or private access
  • Client and project assignment
  • Advanced search & filtering
02

Form Builder

Build custom forms with 12 field types including signature capture, file uploads, and validation. Use pre-built templates or create from scratch.

  • 12 field types (Text, Textarea, Number, Email, Date, Select, Signature, File Upload, etc.)
  • Required field validation
  • 14 pre-built industry templates
  • Fully customizable forms
  • Organize with sections & categories
03

Digital Signature Capture

Capture legally-valid digital signatures on any form using HTML5 Canvas. Signatures are embedded in PDF reports with automatic timestamping.

  • HTML5 canvas signature drawing
  • Multi-signature forms supported
  • Signatures embedded in PDFs
  • Automatic date/time recording
  • Mobile-friendly capture
04

Professional PDF Reports

Generate audit-ready A4 PDF reports with one click. Print single entries, selected entries, or complete logbook history.

  • A4 format with professional margins
  • Single, multi-select, or all entries
  • Includes all form data and signatures
  • GPS location data included
  • Browser-based generation
05

GPS Integration

Integrate with GPSLive API to add location data to logbook entries. Track devices by IMEI with automated cron-based synchronization.

  • GPSLive API support
  • Store GPS coordinates per entry
  • IMEI-based device tracking
  • Cron-based auto-sync
  • Location history tracking
06

Backup & Restore System

Enterprise-grade backup with automatic pre-restore verification. Backs up all 14 database tables, uploaded files, and signatures.

  • 14 database tables included
  • Images, signatures, and documents
  • Pre-restore verification
  • Server-side confirmation required
  • List, download, delete backups

14 Pre-Built Form Templates

Industry-standard templates included with TAGiD—customize or use as-is

General & Engineering

  • Work Sheet
  • Call Out Work Sheet

Vehicles

  • Vehicle Check Report

Height Access Equipment

  • Scissor Lift Check
  • Scissor Lift Hire
  • Damage Report
  • Return Inspection
  • Ladder Pre-Use Check
  • Ladder Inspection
  • Ladder Defect Report
  • Scaffold Handover
  • Scaffold Inspection
  • Scaffold Tag System

All templates are fully customizable—add, remove, or modify fields to match your exact requirements

Perfect For

TAGiD serves organizations across multiple industries

Fire Safety Compliance

Service visit logs with QR codes on alarm panels, engineer sign-off documentation, client approval signatures, and annual inspection reports

Fleet Management

Daily vehicle check reports, driver sign-off with digital signatures, GPS location tagging for entries, and maintenance history tracking

Construction & Equipment

Height access equipment compliance with scissor lift/boom daily inspections, scaffold handover certificates, ladder pre-use checks, and LOLER compliance records

Facilities Management

Building access logs with QR codes, security patrol records, maintenance task documentation, contractor visit logs, and emergency equipment inspections

Core Capabilities

Unlimited Logbooks & Entries

Create as many logbooks as you need with no restrictions on entries per logbook

Public Access Mode

Allow non-logged-in users to view and submit entries via QR codes. Perfect for client documentation

Mobile Browser Ready

Works on any mobile browser via QR codes—no Rise CRM mobile app required

Technical Specifications

System Requirements

  • Rise CRM v3.0+
  • CodeIgniter 4 framework
  • MySQL 5.7+ / MariaDB 10.2+
  • PHP 7.4+ (8.0+ recommended)
  • Apache 2.4+ or Nginx 1.18+

Browser Compatibility

  • Chrome 90+
  • Firefox 88+
  • Safari 14+
  • Edge 90+
  • iOS Safari & Chrome Android

Enterprise Security

Built with security and compliance at the core

Data Protection

  • SQL injection prevention with parameterized queries
  • CSRF protection with CodeIgniter 4 tokens
  • File upload validation with type & size restrictions
  • Path traversal protection

Access Management

  • Session-based admin access
  • Rise CRM user integration
  • Secure authentication layer
  • Complete audit trail logging

What's Included

  • TAGiD plugin (lifetime license)
  • 14 pre-built form templates
  • Unlimited logbooks & entries
  • Digital signature capture
  • Professional PDF export
  • QR code generation
  • Public access mode
  • Complete backup & restore system
  • GPS integration support
  • Installation support & updates

Note: GPS tracking via GPSLive API requires separate subscription (sold separately)

Quick Start Installation

Get up and running in just 2 simple steps

1

Install Plugin

  • Download TAGiD ZIP file
  • Upload via Rise CRM Plugin Manager
  • Activate plugin
2

Configure (Optional)

  • Enter GPSLive API token (optional)
  • Add GPS trackers with IMEI
  • Set up cron for data sync

That's it! Start creating logbooks and printing QR codes.

Frequently Asked Questions

Do I need the Rise CRM mobile app?

No. TAGiD works in any mobile browser via QR codes—no mobile app required.

Can non-users submit entries?

Yes, if you enable "Public Access" on a logbook. Perfect for client documentation and approvals.

How many logbooks can I create?

Unlimited. There are no restrictions on the number of logbooks or entries.

Does GPS tracking cost extra?

TAGiD includes GPS integration features. However, you need a separate GPSLive API subscription (sold by GPSLive, not by us).

Can I edit the pre-built forms?

Yes, all forms are fully customizable. Add, remove, or modify fields to match your exact requirements.

Are digital signatures legally valid?

Digital signatures meet UK Electronic Communications Act 2000 requirements. Consult legal counsel for specific regulatory requirements in your industry.

What happens to my data if I uninstall?

All data remains in your Rise CRM database. We recommend creating a backup before uninstalling.

Transform Your Documentation Process

Get started with TAGiD today—professional digital logbooks with QR codes, GPS tracking, and audit-ready reports

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