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Templates / Plumbers and heating engineers

Gas Safe papers, job packs and landlord records, sent from one link.

Landlords forget access, apprentices forget their certificates and boiler service dates slip by. Docsroom asks once, gives landlords, tenants and engineers their own links and chases the ones who go quiet.

8 templates80 requestsWritten for plumbers and heating engineers

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Eight templates for plumbers and heating engineers

Open a template to see every request in the order it is asked, and watch it written in and answered.

Customer job starter checklistfor new customers · before we visit12 requests12 requests
Customer job starter checklist12 Priory Road · new boiler9 of 12 back
  • About you
  • FormYour contact details6 questionsAssigned to JBJulie Baxter, homeownerFrom Clairein 2 daysComplete
  • QuestionAccess and parkingkey safe, drive or roadAssigned to JBJulie Baxter, homeownerFrom Clairein 2 daysComplete
  • QuestionAnyone who needs heatelderly, ill or a babyAssigned to JBJulie Baxter, homeownerFrom Clairein 3 daysReady to check
  • Your heating
  • UploadPhoto of the boilerwith its data labelAssigned to JBJulie Baxter, homeownerFrom Clairein 3 days2 files sent
  • UploadPhoto of the flueoutside, where it exitsAssigned to JBJulie Baxter, homeownerFrom Clairein 3 daysComplete
  • QuestionBoiler make and ageas far as you knowAssigned to JBJulie Baxter, homeownerFrom Clairein 3 daysAwaiting reply
  • QuestionWhat is wrong or wantednoises, leaks, cold roomsAssigned to JBJulie Baxter, homeownerFrom Clairein 3 daysReminder sent
  • UploadLast service recordif you have oneAssigned to JBJulie Baxter, homeownerFrom Clairein 4 daysComplete
  • Before we start
  • QuestionStop tap and gas meterwhere they areAssigned to JBJulie Baxter, homeownerFrom Clairein 4 daysReady to check
  • ApprovalQuote and install termsread and approveAssigned to JBJulie Baxter, homeownerFrom Clairein 5 daysReady to check
  • ApprovalCancellation rightsread and approveAssigned to JBJulie Baxter, homeownerFrom Clairein 5 daysComplete
  • DecisionInstall daypick the best dayAssigned to JBJulie Baxter, homeownerFrom Clairein 6 daysAwaiting reply
Engineer starter checklistfor new engineers · before their first day12 requests12 requests
Engineer starter checklistCraig Sutton · gas engineer9 of 12 back
  • Right to work
  • QuestionRight to work share codefrom your online accountAssigned to CSCraig Sutton, gas engineerFrom Clairein 3 daysComplete
  • UploadPhoto IDpassport or photocardAssigned to CSCraig Sutton, gas engineerFrom Clairein 3 daysComplete
  • UploadProof of addressbill or bank statementAssigned to CSCraig Sutton, gas engineerFrom Clairein 4 days1 file sent
  • Pay and contract
  • FormBank and tax details7 questionsAssigned to CSCraig Sutton, gas engineerFrom Clairein 4 daysReady to check
  • QuestionNational Insurance numberfor payrollAssigned to CSCraig Sutton, gas engineerFrom Clairein 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to CSCraig Sutton, gas engineerFrom Clairein 5 daysAwaiting reply
  • Gas and heating cards
  • UploadGas Safe ID cardfront and backAssigned to CSCraig Sutton, gas engineerFrom Clairein 5 daysReminder sent
  • UploadACS certificatesevery category you holdAssigned to CSCraig Sutton, gas engineerFrom Clairein 6 daysComplete
  • UploadG3 unvented certificateif you hold oneAssigned to CSCraig Sutton, gas engineerFrom Clairein 6 days1 file sent
  • UploadOil or heat pump cardsOFTEC, F-Gas or heat pumpAssigned to CSCraig Sutton, gas engineerFrom Clairein 6 days2 files sent
  • On the road
  • UploadDriving licencefront and backAssigned to CSCraig Sutton, gas engineerFrom Clairein 6 daysComplete
  • ApprovalLone working policyread and approveAssigned to CSCraig Sutton, gas engineerFrom Clairein 7 daysAwaiting reply
Apprentice starter checklistfor new apprentices · before their first week12 requests12 requests
Apprentice starter checklistLiam Wilkins · apprentice9 of 12 back
  • About you
  • FormApprentice details6 questionsAssigned to LWLiam Wilkins, apprenticeFrom Clairein 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to LWLiam Wilkins, apprenticeFrom Clairein 3 daysComplete
  • UploadDriving licencea provisional is fineAssigned to LWLiam Wilkins, apprenticeFrom Clairein 3 days1 file sent
  • QuestionEmergency contacta parent or guardianAssigned to LWLiam Wilkins, apprenticeFrom Clairein 3 daysReady to check
  • Pay and papers
  • FormBank and tax details7 questionsAssigned to LWLiam Wilkins, apprenticeFrom Clairein 4 daysComplete
  • QuestionNational Insurance numberfor payrollAssigned to LWLiam Wilkins, apprenticeFrom Clairein 4 daysAwaiting reply
  • ApprovalApprenticeship agreementread and approveAssigned to LWLiam Wilkins, apprenticeFrom Clairein 5 daysReminder sent
  • College and on the job
  • UploadCollege place letteryour course offerAssigned to LWLiam Wilkins, apprenticeFrom Clairein 5 daysComplete
  • TableYour own toolstool and conditionAssigned to LWLiam Wilkins, apprenticeFrom Clairein 6 daysReady to check
  • ApprovalManual handling briefingread and approveAssigned to LWLiam Wilkins, apprenticeFrom Clairein 6 daysReady to check
  • ApprovalWorking in homes rulesread and approveAssigned to LWLiam Wilkins, apprenticeFrom Clairein 6 daysComplete
  • ApprovalParent or guardian consentunder 18s onlyAssigned to SWSue Wilkins, parentFrom Clairein 6 daysAwaiting reply
Landlord gas safety packfor landlords and agents · before the yearly gas check11 requests11 requests
Landlord gas safety pack8 Ashfield Road · gas safety record9 of 11 back
  • The property
  • FormProperty and gas details6 questionsAssigned to CAColin Ashby, landlordFrom Clairein 3 daysComplete
  • TableGas appliancesappliance, room and makeAssigned to CAColin Ashby, landlordFrom Clairein 3 daysComplete
  • UploadLast gas safety recordif there is oneAssigned to CAColin Ashby, landlordFrom Clairein 4 days1 file sent
  • QuestionWhere the meter isfor accessAssigned to CAColin Ashby, landlordFrom Clairein 4 daysReady to check
  • Getting in
  • QuestionTenant name and numberor the agent’s detailsAssigned to CAColin Ashby, landlordFrom Clairein 4 daysComplete
  • DecisionVisit daypick the best dayAssigned to ZMZainab Malik, tenantFrom Clairein 5 daysAwaiting reply
  • QuestionPets and locked roomsanything we should knowAssigned to ZMZainab Malik, tenantFrom Clairein 5 daysReminder sent
  • Landlord papers
  • QuestionTenant’s own appliancesgas fires or cookersAssigned to CAColin Ashby, landlordFrom Clairein 5 daysComplete
  • UploadCarbon monoxide alarmsa photo of each oneAssigned to CAColin Ashby, landlordFrom Clairein 6 days1 file sent
  • ApprovalInspection termsread and approveAssigned to CAColin Ashby, landlordFrom Clairein 6 daysReady to check
  • ApprovalAuthority for repairsread and approveAssigned to CAColin Ashby, landlordFrom Clairein 7 daysComplete
Boiler service reminderfor yearly service customers · a month before the service9 requests9 requests
Boiler service reminderPauline Hart · combi boiler7 of 9 back
  • Since last year
  • QuestionAny faults or noisessince the last visitAssigned to PHPauline Hart, homeownerFrom Clairein 2 daysComplete
  • UploadPhoto of the pressure gaugewith the heating offAssigned to PHPauline Hart, homeownerFrom Clairein 3 daysComplete
  • QuestionWork by anyone elseradiators or a cylinderAssigned to PHPauline Hart, homeownerFrom Clairein 3 daysReady to check
  • Safety
  • QuestionCarbon monoxide alarmworking and in dateAssigned to PHPauline Hart, homeownerFrom Clairein 3 daysReady to check
  • UploadPhoto of the alarmshowing the expiry dateAssigned to PHPauline Hart, homeownerFrom Clairein 4 daysComplete
  • The visit
  • DecisionVisit daypick the best dayAssigned to PHPauline Hart, homeownerFrom Clairein 4 daysAwaiting reply
  • QuestionAccess and petswho will be inAssigned to PHPauline Hart, homeownerFrom Clairein 4 daysReminder sent
  • ApprovalService plan termsread and approveAssigned to PHPauline Hart, homeownerFrom Clairein 5 daysComplete
  • DecisionReminders bytext or emailAssigned to PHPauline Hart, homeownerFrom Clairein 6 daysReady to check
New boiler handover packfor customers after an install · the day the boiler goes in6 requests6 requests
New boiler handover pack27 Bramley Road · new boiler5 of 6 back
  • The paperwork
  • QuestionName for the warrantyas it should readAssigned to MEMark Ellison, homeownerFrom Clairein 2 daysComplete
  • QuestionEmail for the paperswarranty and log bookAssigned to MEMark Ellison, homeownerFrom Clairein 2 daysComplete
  • ApprovalCommissioning recordread and approveAssigned to MEMark Ellison, homeownerFrom Clairein 3 daysReady to check
  • ApprovalUsing your controlsread and approveAssigned to MEMark Ellison, homeownerFrom Clairein 3 daysReady to check
  • Afterwards
  • DecisionYearly servicebook it, or not yetAssigned to MEMark Ellison, homeownerFrom Clairein 5 daysComplete
  • QuestionHow did we doone or two linesAssigned to MEMark Ellison, homeownerFrom Clairein 7 daysAwaiting reply
Gas Safe registration and insurancefor the business · each year, before renewal10 requests10 requests
Gas Safe registration and insuranceSutton Heating Ltd · yearly pack8 of 10 back
  • Registration
  • QuestionGas Safe registration numberone lineAssigned to IRIan Radcliffe, directorFrom Clairein 7 daysComplete
  • UploadEngineers’ ID cardsfront and back, eachAssigned to IRIan Radcliffe, directorFrom Clairein 7 daysComplete
  • UploadOFTEC registrationif you fit oil boilersAssigned to IRIan Radcliffe, directorFrom Clairein 8 days1 file sent
  • UploadWaterSafe membershipif you have itAssigned to IRIan Radcliffe, directorFrom Clairein 8 days2 files sent
  • Calibration
  • UploadFlue gas analysercalibration certificateAssigned to IRIan Radcliffe, directorFrom Clairein 8 daysComplete
  • UploadGas pressure gaugecalibration recordAssigned to IRIan Radcliffe, directorFrom Clairein 9 daysAwaiting reply
  • QuestionNext calibration dueearliest dateAssigned to IRIan Radcliffe, directorFrom Clairein 9 daysReminder sent
  • Insurance
  • UploadPublic liability insurancegas and heating workAssigned to IRIan Radcliffe, directorFrom Clairein 10 daysComplete
  • UploadEmployer’s liabilityif you employ engineersAssigned to IRIan Radcliffe, directorFrom Clairein 10 days1 file sent
  • UploadVan insuranceevery vanAssigned to IRIan Radcliffe, directorFrom Clairein 12 days2 files sent
Merchant account setupfor merchants and suppliers · before the first order8 requests8 requests
Merchant account setupCalder Plumbing Merchants · new account6 of 8 back
  • Their details
  • FormMerchant details5 questionsAssigned to YHYusuf Hameed, sales repFrom Clairein 3 daysComplete
  • QuestionStatement emailfor month end statementsAssigned to YHYusuf Hameed, sales repFrom Clairein 3 daysComplete
  • UploadPrice listboilers and fittingsAssigned to YHYusuf Hameed, sales repFrom Clairein 4 days1 file sent
  • Parts and collection
  • QuestionSame day collectionhours and branchesAssigned to YHYusuf Hameed, sales repFrom Clairein 4 daysReady to check
  • TableWho can collectname and phoneAssigned to YHYusuf Hameed, sales repFrom Clairein 5 daysComplete
  • QuestionFaulty part swapshow a claim worksAssigned to YHYusuf Hameed, sales repFrom Clairein 5 daysAwaiting reply
  • Terms
  • QuestionPayment termsdays and credit limitAssigned to YHYusuf Hameed, sales repFrom Clairein 6 daysReminder sent
  • ApprovalMerchant termsread and approveAssigned to YHYusuf Hameed, sales repFrom Clairein 7 daysComplete

Written for plumbers and heating engineers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Boiler details before you arrive

Customers send a photo of the boiler, its age and the fault from their own link, so you know what you are walking into.

Landlords and tenants each get a link

Landlords give the property details and tenants pick the visit day, each from their own link, with no phone tag.

Sent yearly, chased until it’s in

Send the yearly pack for Gas Safe cards, calibration and insurance, and Docsroom chases whoever has not replied until each one is in.

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