Run jobs easily

Your own paperwork, filled in on the job

Risk assessments, handover sheets, snagging lists, service checklists. Build the form once and your engineers fill it in on the phone, one question at a time, and it is issued as a numbered PDF with your logo.

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Built once

Write your own form from the same parts as the certificates.

One question a screen

Engineers fill it in on the phone without scrolling a wall of boxes.

Issued as a PDF

A numbered PDF with your logo, filed on the job and ready to send.

The forms you already use, on the phone

Most firms have a few bits of paperwork of their own: a risk assessment, a handover sheet, a snagging list, a service checklist. Build each one once and your engineers fill it in on the job, one question per screen. It is made from the same parts as the certificates, so a reading keeps its unit and a failed check asks for a photo.

Risk assessments, handovers, snagging, checklists
One question per screen for the engineer
Readings keep their units, failed checks ask for a photo

Only what you put on it

Job details, the customer and the site address are switches, all off to start with, so the form says exactly what you want and nothing else. Choose who signs: the customer, the engineer, both or neither, and whether it can be issued without them. A form can also set a service reminder, so an annual checklist puts next year’s visit straight into your reminders. Statutory certificates can’t be built, so nobody can make something that passes for a CP12.