Landlord CP12s spread across the firm
Three engineers, three pads, and an agent chasing a certificate from a job you can't place. On TradePlanr every engineer issues CP12s digitally against the job, signed on the phone and sent the same day.
For gas and heating firms with engineers on the books
Every engineer's diary and every CP12, off your desk.
One Team subscription gives every engineer the full app — CP12s, Benchmark and service records from their phone — and puts the whole firm's week on one calendar. £9.99 a month for the first seat, then £4.99 a month per extra seat.
Set up your team
Set up in your browser · Members' apps unlock Pro automatically
Sound familiar?
The jobs that make a heating firm harder to run than the work itself.
Renewals tracked in a spreadsheet
Annual services and gas safety checks are the steadiest work a heating firm has — until the spreadsheet misses one. TradePlanr texts the customer when annual work falls due, bringing the repeat work back round without the admin.
Breakdown season triage
Boilers go down in cold snaps, and finding out who can take the 8am call-out shouldn't take three phone calls. One calendar shows the whole firm's week, so the job goes into the right diary first time.
Certificates stuck in a van
The Benchmark from March is in a van in another town, and the customer's solicitor wants it today. Certificates stored digitally against the job are always to hand — for the engineer and for you.
One subscription, the whole firm covered
A team on TradePlanr is one bill and one calendar view — every engineer still runs their own work, their way.
The firm's week on one calendar
Services, installs and call-outs across every engineer, overlaid on one view — so when the phone rings you can see who's free and book it into the right day.
Gas certificates on every phone
CP12 landlord gas safety records, CP1, Benchmark commissioning, service and maintenance records — issued as proper PDFs, signed on the phone, stored against the job.
Reminders that bring work back
Customers get a text the day before the slot, and again when a service or gas safety check falls due — fewer no-shows, and annual work that comes back on its own.
Paid at the door
Every engineer can invoice on site with a card payment link, so a service is paid for before the van leaves rather than invoiced from the kitchen table on Sunday.
Their work stays theirs
Each engineer's jobs, clients, invoices and certificates stay private to them. You see the calendars; their records stay their own.
One bill that follows the crew
Your seat at the Pro price, then £4.99 a month per engineer — add and remove seats as the firm changes, no contract.
Want the full tour? See everything the TradePlanr app does or see the Team plan.
The maths for a firm of four
The Team plan is £9.99 a month for the first seat, then £4.99 a month per extra seat. The first seat is you, at the same price as solo Pro — every extra seat is a fraction of it, and every seat gets the full app.
So an owner plus three on the books is £24.96 a month, all in. Yearly it's £99.99 a year for the first seat, then £49.99 a year per extra seat — £249.96 for the same four, with two months free.
There's no contract and no per-user tier games: add a seat when someone joins, remove it when they move on, and the bill follows the crew.
Common questions
How does Team pricing work?
One subscription covers the whole firm. It's £9.99 a month for the first seat, then £4.99 a month per extra seat — the first seat is the owner, at the same price as solo Pro. An owner plus three staff works out at £24.96 a month, and you can add or remove seats any time. Yearly it's £99.99 a year for the first seat, then £49.99 a year per extra seat, with two months free.
What does each engineer get?
Full TradePlanr Pro — unlimited jobs, quotes, invoices, certificates, sign-offs and card payments. Their work stays their own; the only thing shared with you is their job calendar.
Which gas and heating certificates does it cover?
CP12 landlord gas safety records, CP1 commercial records, Benchmark central heating commissioning, service and maintenance records, tightness tests, warning notices and more — all issued and stored digitally against the job. The full list is on the certificates page.
Can the engineers see each other's jobs?
No — visibility only goes one way. You see every engineer's calendar on one view; each engineer sees their own diary, and their clients and certificates stay private to them.
How do we set it up?
On the web at app.tradeplanr.com/team — teams aren't bought through the iOS or Android apps. Buy your seats, invite each person by email address or phone number, and when they accept the invite in the app their TradePlanr unlocks full Pro automatically. Most firms are set up inside ten minutes.
Get the heating season on one screen
Set up your team in your browser in a couple of minutes — invite the first engineer today and see their week on your calendar.
Set up your team
Set up in your browser · Members' apps unlock Pro automatically