Plumbing & heating software

Gas safety records, boiler services and reactive jobs — sorted

Landlord gas safety records, boiler service records, gas warning notices and commissioning checklists on the phone, filed with the expiry tracked — alongside call-outs, quotes, invoices and pay links. In pilot with plumbing and heating firms now.

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In pilot · Records live · Join with your own work

A photo sequence of the job: On my way — 15 min; Paid — £165 · card; Gas safety record sent — CP12 filed; Update sent — Parts confirmed.

You fix the job. TradeYoke files the gas safety record and sends the invoice.

An example day

  • gas safety records sent
  • call-outs completed
  • £ paid today
Available on

Made for the trade

What's different for plumbing & heating

Gas safety & service records

Landlord Gas Safety Record, Boiler Service Record, Gas Warning Notice and Commissioning Checklist — with validation, issued and expiry dates, and a copy filed against the property.

Due-date reminders

See what's due within 30, 60 or 90 days and book the visit before the landlord asks.

Reactive first

Call-outs land on today's diary; the planned services fill the gaps. Plan my day orders the run.

Parts on the invoice

Quote the boiler, invoice the parts and the labour, take payment by link — from the same job.

Send the record

Email the gas safety record to the landlord or agent from the job; it's logged in their thread.

Merchant receipts

Snap the receipt at the counter; the details are read for you and attached to the job.

Who's Gas Safe for what

The team register holds qualifications so the right engineer gets the job.

Works in the cellar

The phone works with no signal; the record syncs when you're back upstairs.

Audit

Who issued what, when — every record and every edit.

A day in the round

Gas safety records and reactive jobs, sorted

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

    First call-out

    What's due, before the landlord asks

    Landlord gas safety records due in 30, 60 or 90 days are flagged on the record.

    TradeYoke on a phone: the plumbing jobs list, from gas safety checks and boiler services to a leak that will not wait
    Today's call-outs, ready to go
  2. A person working on plumbing and a tap at a sink

    On the job

    Parts on the invoice, not in your head

    Quote the boiler, then invoice the parts and the labour, from the same job.

    TradeYoke on a phone: a plumbing quote out with a customer and where it stands
    The quote, ready to become an invoice
  3. A person writing on a clipboard at a desk

    Signing off

    Paid the same day

    Send the gas safety record to the landlord and the pay link to the tenant, both from the job.

    TradeYoke on a phone: a plumber's invoices, draft, sent and paid
    Invoiced from the job, then sent and paid
TradeYoke jobs list filtered to plumbing: gas safety checks, boiler services and reactive call-outs

Jobs

Reactive and planned, one list

Filter to plumbing, order by priority or distance, see what's overdue. Book a call-out from the phone in four taps.

TradeYoke invoices board for a plumber: draft, sent and paid invoices, with overdue ones showing how late they are

Invoices

Parts, labour, paid

Invoice from the job with parts and labour lines, send the pay link, card or Direct Debit. Payments reconcile automatically and the books get it through Xero, QuickBooks or FreeAgent.

TradeYoke schedule for a plumber: the week's jobs on one board in the plumbing colour

Schedule

The week, on one board

Plumbing in cyan next to everything else the business does. Drag the service to the day the engineer can do it; the customer gets the text.

Getting started

Three steps to your first week

  1. Import your customers

    Spreadsheet in, duplicates flagged, addresses geocoded.

  2. Set up the work

    Frequencies and prices per property, or the projects and the paperwork your trade needs.

  3. Plan the day and go

    Decide, order, go — mark done, get paid, customers kept in the loop.

Questions

Asked by plumbing & heating businesses

Which records are supported?

Landlord Gas Safety Record (CP12-style), Boiler Service Record, Gas Warning Notice and Commissioning Checklist, each with its own editor and validation.

Will I be reminded when a gas safety record is due?

Yes. The certificates page filters what's due within 30, 60 or 90 days, and the expiry is tracked on the document itself.

Can plumbing and electrical share an account?

Yes. Compatible modules share one diary, one customer list and one invoice run.

Try it on your own work

Free trial, no card. Or open the live demo pre-loaded with sample data for plumbing & heating.

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