Keep the property history in one place.
Record the customer and the property, then link every visit to it. When the same boiler needs attention again, the previous notes and records are with the job rather than in a paper file or someone’s memory.
For landlords and letting agents with several properties, each site keeps its own record under the same customer.
Plan servicing work that comes round every year.
Set up maintenance contracts for customers who pay for regular servicing, with the agreed value and the visits it covers. Schedule the visits, assign an engineer and keep the access details with the booking.
- Customer and property records
- Maintenance contracts and scheduled visits
- Quotes for replacements and upgrades
- Invoices and recorded payments
Fill in gas and heating records from the job.
Start a gas safety record, a boiler service record, a gas breakdown record, a warning notice, an oil servicing report, a central heating commissioning record or an unvented cylinder record from the job. The customer, property and business details fill in for you, and the PDF can be downloaded or emailed.
They are JobFlowPro’s own layouts, not forms published or approved by a registration scheme, so check they meet your requirements before relying on them. JobFlowPro does not inspect appliances or replace your safety checks; the readings and sign-off are yours.