Gas safety & boiler records

Landlord gas safety records and boiler service records, done on the job

A CP12 gas safety certificate app inside a job-management platform: the Landlord Gas Safety Record, the annual Boiler Service Record, the Gas Warning Notice and the Benchmark-style commissioning checklist, filled in on the job, issued as PDFs and filed on the customer with their twelve-month expiry.

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TradeYoke gas safety records: every CP12, boiler service record and commissioning checklist, with what is due and what has been sent
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Included onEssentials and above

The Plumber module treats a gas record as a record: appliances checked, results recorded, the outcome decided, the document issued and dated. The Landlord Gas Safety Record carries its twelve-month validity into the Document Library so the customer's record shows when the next one is due; a warning notice records an Immediately Dangerous, At Risk or Not to Current Standards finding; the commissioning checklist captures first firing. Every one goes to the landlord or homeowner through the message wizard and is stamped as sent.

What it does

Gas safety & boiler records in TradeYoke

Landlord Gas Safety Record (CP12)

Appliances, checks, results and defects; twelve-month validity tracked.

Boiler Service Record

The annual service: appliance checks plus what was done.

Gas Warning Notice

ID, AR or NCS classification with the appliance and the action taken.

Commissioning checklist

Benchmark-style record of first firing.

Filed with expiry

Filed against the job and the customer with the date the next record is due.

Sent to the landlord

Through the message wizard, recorded on the customer's history.

A landlord gas safety record (CP12) in TradeYoke: the appliances checked, the readings and the result, ready to download or send

The real thing

As it looks today

A real screen from the product, not a mock-up. The same screen is on the phone app.

CP12-style records

Due dates flagged before the landlord asks

  1. A heating engineer working on a wall-mounted boiler unit

    First call-out

    What's due, at a glance

    Records due in 30, 60 or 90 days are flagged on the record automatically.

    TradeYoke on a phone: today's plumbing jobs in order, with the gas safety records about to lapse at the top
    Due dates, at the top of the day
  2. A person writing on a clipboard at a desk

    Signing off

    Sent to the landlord from the job

    The gas safety record emails straight to the landlord or agent, logged on their thread.

    TradeYoke on a phone: every CP12 gas safety record and boiler service record, with what is due and what has been sent
    Every record, filed and searchable

Where the records live

Starting a gas safety record in TradeYoke: pick the customer, then property, engineer and a row for each appliance
TradeYoke equipment register: a customer's boiler with its service history and the plumber's manual panel beside it
A gas safety record in TradeYoke with a row per appliance, its readings and whether it is safe to use

The details

Also worth knowing

  • Appliances on the recordEach appliance checked is listed with its result.
  • Register per businessEvery record with its status and outcome on one page.
  • Plumbing jobs and visitsThe trade module has its own jobs and visits alongside the records.

Questions

Asked about gas safety & boiler records

Is this an approved CP12 format?

It captures the fields the Gas Safety (Installation and Use) Regulations 1998 reg. 36 require and issues a PDF. Gas Safe registration is yours; TradeYoke is the record-keeping.

Does it remind the landlord next year?

The record's expiry is tracked and shows on the customer and the expired-documents tile. Automatic service reminders to the customer are not a feature yet.

Can I do it on the phone?

Yes. Records work with no signal too: they are saved on the device and sent when you are back in range.

Related: Plumbing & heating software · Document library & search inside files · Customers & CRM

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