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.
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.
4
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
✅
Import complete
All customers added.
Customers
🏠
Domestic
Homeowners & single homes
0
›
🔑
Landlords
Customers with let properties
0
›
🏢
Commercial
Businesses & non-domestic sites
0
›
👥
All customers
Everyone in your hub
0
›
🔍
Add Customer
Customer Type
Contact Details
Boiler Details
Gas Meter Details
Appliances & service dates are recorded on each property under this landlord — add them from the Properties tab after saving.
Add Property
Address
Gas Meter Details
Add Existing Customer
Move a separate customer record in under this landlord as a property. Their appliances, jobs, invoices and certificates move across, and the standalone record is removed. This can't be undone.