Leak checks, service contracts and commissioning records kept against every unit, so the history follows the kit and the next visit is already booked in.
Leak checks and refrigerant added or recovered, logged against the unit; issuing is blocked without valid F-Gas registration.
PPM service sheets that move each unit's next-due date on.
Commissioning details for heat pump installs, kept with the asset.
BUS voucher details held on each heat pump job, with the grant shown as a deduction on the quote.
This quarter's PPM jobs were created ahead of time from the contracts. Drag them onto the board and optimise the route.
Work offline in the plant room. Snap the data plate for the unit details and record the leak check and any refrigerant added.
Paste it in and the job is matched to the site and the unit. The first-time-fix brief lists the unit's history and likely parts.
Describe the install and get priced lines, with the BUS grant taken off. The customer accepts and pays the deposit online.
F-Gas records sit on the unit and in the client's portal. Contract invoices go out with pay links and sync to Xero.
Service contracts that create their own jobs ahead of time, every cycle.
CP12, EIC, EICR and Minor Works on BS 7671 A4, heat pump and unvented records, with renewals that book themselves.
An installable engineer app that keeps working with no signal.
One private link where customers see jobs, quotes, invoices and certificates.
A drag-and-drop board, a live dispatch map, best-fit suggestions and online booking.
AI-drafted, VAT-correct quotes customers accept online with a signature.
Yes. Leak checks and refrigerant movements are recorded against the unit, so its full history is in one place and can be exported for the five years you need to keep it.
No. F-Gas records can't be issued by an engineer whose F-Gas registration isn't on file or has expired.
No. Maintenance contracts are on every plan. Set the site, units, frequency and value once, and each service job is created ahead of time.
Yes. A commercial customer gets one private link covering all their sites, with jobs, certificates and invoices in one place.
No card, no contract. Your first certificate can be done today.
