Tap a customer to open their profile, then use the tabs: 🔥 Appliances — boiler, gas fire, cooker etc 🔔 Alarms — CO alarms, smoke alarms, heat alarms 📊 Meter — meter location, ECV, bonding Also edit the profile to add serial number, GC number and install date.
3
CP12 fills in automatically
On the Safety Certificate, select the customer — their address and all saved appliances fill in automatically. No more typing the same details every visit.
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View full history here
Each customer has tabs for Jobs, Invoices, Certificates and Notes — a complete record of every visit.
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🏠 Domestic
🔑 Landlord
🔴 Overdue
⏳ Due Soon
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Overdue
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Certs
📋 Overview
🔧 Jobs
🔥 Appliances
🔔 Alarms
📊 Meter
💰 Invoices
📄 Certs
📝 Notes
Boilers, fires, cookers etc. Auto-populates the CP12 Safety Certificate.
CO alarms, smoke alarms, heat alarms. Auto-populates the Alarms section on the CP12.
Fixed meter details for this property. Auto-populates the Gas Meter section on the CP12.