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.

For
Trades and property
Takes over
Compliance tracking
Typically saves
2 hours a week

Connects to

  • Your job management system or a spreadsheet

  • Email and text messages

How it works

  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.

Where a person checks

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

Where the data stays

Uses your own records; nothing is shared with third parties.

Hours saved are typical figures for planning. We measure yours in the audit and agree the target before we build.

  • 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

All automation recipes

Start with a free check, or talk it through.

Ten questions give you a score and your top three opportunities. Or book 30 minutes with the person who would build it.