Certificates & Documents
Issue gas safety records, EICRs and other certificates from your phone, and get documents signed digitally.
3 tutorials found
How to issue a CP12 gas safety record
Complete a landlord gas safety record on your phone and send it to the landlord before you've packed up.
Step-by-step guide — video coming soonHow to complete an EICR on your phone
Work through an Electrical Installation Condition Report in the app — observations, codes and sign-off.
Step-by-step guide — video coming soonHow to get documents signed digitally
Get quotes approved and completion sign-offs captured on screen — no printing, no chasing paper.
Step-by-step guide — video coming soonKeep exploring
Invoicing & Payments
Create professional invoices on site, take card payments and chase late payers without the awkward phone calls.
3 tutorialsCustomer Management
Keep every customer's details, jobs and paperwork together, so you always know the history before you knock.
2 tutorialsBusiness Management
Track expenses, photograph receipts and see how the month went — income, jobs and what's owed.
2 tutorialsReady to spend less time managing your business?
Start organising your jobs, customers and invoices with TradePlanr.