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Certificate and renewal tracking

Keeps track of gas safety records, EICRs and other certificates you issue or hold, and reminds customers and landlords before they’re due.

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For
Trades and property
Takes over
Compliance tracking
Works with
Your job management system or a spreadsheet, Email and text messages
Typically gives back
2 hours a week

What we set up with you.

Built in your own accounts, with test data first and a demo every week. How we work

  1. Reads certificate dates from your jobs or a spreadsheet.

  2. Sends reminders to customers and landlords 30 days before renewal.

  3. Offers a slot and books the visit when they reply.

  4. Shows you what’s due this month and what’s overdue.

Works with

  • Your job management system or a spreadsheet
  • Email and text messages

Who approves what.

Reminders follow wording you approve, and you check anything overdue.

Where the data stays. Uses your own records; nothing is shared with third parties.

How we look after your data

The hours given back.

92 hours a year

That’s 2 hours a week, or about 12 working days a year, back for your team.

Each square is a working day. These are typical figures for planning, over 46 working weeks. We measure yours in the audit and agree the target before we build.

All examples, by sector

  • Trades and property, enquiries and booking

    Missed call or voicemail to a booked job

    Answers missed calls and voicemails within minutes, works out the job, area and urgency, pencils in a slot and texts the customer, even at 10pm.

    4 hours a week, typically

    Your phone or voicemail service, Google or Outlook calendar, Text messages

  • Engineering and manufacturing, quoting

    Emailed RFQ to a priced draft quote

    Reads each request for quotation as it lands, pulls out the part, quantities, material, finish, tolerances and dates, prices it from your rate card and puts a draft quote in front of your estimator.

    9 hours a week, typically

    Outlook or Gmail, Your rate card in Excel, Xero, Sage or your ERP

  • Agencies, client reporting

    Analytics export to a client-ready report

    Pulls each client’s monthly numbers, compares them with last month and last year, and writes the report in your agency’s house style for an account manager to check.

    6 hours a week, typically

    GA4, Google Ads and Meta Ads, Looker Studio

Something like this, for your team?

Tell us how the job works today. We’ll say honestly whether it’s worth automating, and what it would cost.

Talk about something like this