Live position across jobs, quotes, compliance and people
Your Plumbing & Heating Co · 9 engineers · Surrey
Compliance score
Recalculated nightly from every register below
0%Overall
Gas Safe & tickets72%
Insurances & accreds84%
Landlord certs (CP12s)66%
Job packs90%
2
Expired right now
5
Expiring inside 30 days
3
Gas remedials overdue
6/9
Engineers fully ticketed
Needs attention this week
Chases already queued — nothing waits for someone to remember
Chases sent automatically — last 14 days
Email + SMS, no one had to write these
Sent
To
About
Result
14
Live jobs
£33k
Quoted, awaiting answer
£36k
Won — scheduled or on site
1
Jobs with no next action
Every live job, one screen
Each job carries a named next action — nothing lives in someone's head
Job
Client
Value
Stage
Next action
How jobs move
Enquiry → survey booked → quote out → chased on day 2, 7 and 14 automatically → won → job pack, RAMS or job sheet generated → week planner slot → on site → Benchmark & certificates logged → invoice chased. Every stage change is one tap on a phone. The enquiry flagged red above has sat still for six days — the system noticed, not a person.
7
Quotes out right now
£33k
Value awaiting answer
3
Won after an auto-chase
£14.2k
Oldest unanswered quote
Quote follow-up — day 2 / 7 / 14
Nobody writes these. Nobody forgets these.
Quote
Client
Value
Out
Chase status
Why this module pays for the whole system
Ask any plumbing and heating boss how many boiler quotes went out last month and how many got a follow-up call. The honest answer is the leak — the homeowner collects three prices, goes quiet, and the firm that politely follows up usually wins. The chase goes out on day 2, with a nudge on day 7 and a "closing the file" on day 14 — the same sequence that wins back jobs everyone assumed were dead.
Landlord gas safety (CP12) register
Annual by law — this system books the visit, chases access and holds the certificate
Property
Last CP12
Engineer
Next due
Open remedials
Status
Outstanding remedials from gas visits
Each one chased to the named engineer until closed with photo evidence
Remedial
Property
Engineer
Due
Severity
Van stock & calibration checks
Logged on a phone in 30 seconds — builds the evidence trail automatically
Check
Frequency
Last done
By
Status
Insurances
Renewal chases start 60 days out — broker copied in automatically
Document
Provider
Expires
Status
Registrations & accreditations
The badges that get you onto landlord panels and past PQQ filters
Accreditation
Ref
Expires
Status
Training & ticket matrix
Green = valid · Amber = expiring ≤60 days · Red = expired · Grey = not held
Booked renewals
Courses found and booked as soon as a ticket goes amber
Engineer
Course
Provider
Date booked
Status
Live jobs — RAMS & sign-off
Commercial jobs carry full RAMS; domestic jobs carry a job sheet — nothing starts without paperwork
Job
Client
RAMS
Sign-offs
Asbestos check
Status
What sign-off looks like on site
Each engineer gets a link by SMS the evening before they start. They read the RAMS on their phone, tap to sign, and it's timestamped against the job. If anyone hasn't signed by 7am, the supervising engineer gets a text with the names. The paper trail builds itself.
Tender / PQQ compliance pack
Every document, current version, one PDF — in about 20 seconds
◈
Pack preview
Select the documents required and generate. Expired documents are flagged before anything leaves the building.