Tap a customer to open their profile, then tap any section to expand it: 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.
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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 expandable sections for Jobs, Invoices, Certificates and Notes — a complete record of every visit.
📥 Import Customers from CSV
How it works
Download the template CSV (already has all the correct column headers)
Open it in Excel or Numbers and fill in your customers — leave blank what you don't have
Save as CSV and upload below
Review what's about to import and confirm
Then
Template columns:
Name (required), Address, Postcode, Phone, Email, Property Type (domestic or landlord), Boiler Make, Boiler Model, Serial Number, GC Number, Install Date, Last Service Date