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Visual workflow builder

Build the perfect job, step by step.

Lay out exactly what your engineers do on site as a drag-and-drop timeline. Start from prefilled templates per trade, lock the fields that certificates need, and every job runs the same way — every time.

Annual boiler service · 15 steps · certificate-ready

A timeline your engineers just follow

Drag to reorder, tap a field to edit, lock the ones that matter. Scroll to walk the timeline.

1

Arrive & confirm

arrivalTime
jobConfirmed
customerPresent
2

Confirm appliance

gasSafeReg
applianceMakeModel
appliancePhoto
3

Pre-work safety

co2AlarmPresent
ventilationAdequate
isolatedSafe
4

Service & test

gasRate
flueReading
beforeAfter
5

Certificate & sign-off

serviceRecord
customerSignature
emailToCustomer
01 — TEMPLATES

Start from a head-start, not a blank page

Every trade ships with prefilled workflow templates built around how the work actually runs. Use them as-is or shape them to your firm.

  • Prefilled per trade boiler service, rewire, bathroom fit and more.
  • Fully editable add, remove and reorder any step or field.
  • Reusable save your version and reuse it on every job.
1

Arrive & confirm

arrivalTime
jobConfirmed
customerPresent
2

Confirm appliance

gasSafeReg
applianceMakeModel
appliancePhoto
3

Pre-work safety

co2AlarmPresent
ventilationAdequate
isolatedSafe
4

Service & test

gasRate
flueReading
beforeAfter
5

Certificate & sign-off

serviceRecord
customerSignature
emailToCustomer
02 — LOCKED FIELDS

The fields certificates need, never missed

Mark the steps and readings a certificate depends on as required. Engineers can’t close the job until they’re captured — so your paperwork is always complete.

  • Required fields that block sign-off until they’re filled.
  • Certificate-ready records built as the job is done.
  • Consistent quality every engineer, every job, the same standard.
1

Arrive & confirm

arrivalTime
jobConfirmed
customerPresent
2

Confirm appliance

gasSafeReg
applianceMakeModel
appliancePhoto
3

Pre-work safety

co2AlarmPresent
ventilationAdequate
isolatedSafe
4

Service & test

gasRate
flueReading
beforeAfter
5

Certificate & sign-off

serviceRecord
customerSignature
emailToCustomer
Why it matters

Same standard, every single job

Per-job-type flows

A different timeline for each kind of work you do.

Required & locked

Protect the fields that compliance depends on.

Photo & reading steps

Bake evidence capture into the process itself.

New-starter proof

Onboard engineers fast — the workflow guides them.

Certificate output

Capture the records and certs as part of the job.

Tweak once, reuse

Improve a template and every future job benefits.

Run every job the right way

Build your first workflow in minutes. Start free, no card required.

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