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4. Properties and appliances

Every customer has one or more properties. Each property keeps its own appliance register, photos, documents, EPC and history of certificates.

1. 1A customer's properties

   Open a customer and tap the Properties tab. A landlord or letting agent can have as many as you need. Tap Add Property for another.

   

2. 2Name and type

   Leave the name blank and the street is used. Choose Residential or Commercial, and whether it's active, inactive or sold.

   

3. 3The address

   Search for it, tap Use My Location, or type it in. Street, town and postcode are needed.

   

4. 4Details

   A description and notes, both optional. Tap Add Property.

   

5. 5The property page

   Tap a property to open it. From here you can start a New Job or a form, with the customer and property already chosen. Below are four tabs: Overview, Work, Attachments and EPC.

   

6. 6Add an appliance

   Under Appliances, tap Add appliance. Only the type is required. On an iPhone, the serial and GC number fields can read the data badge with the camera.

   

7. 7The data badge

   Everything printed on the badge: GC number, gas type, flue, heat input and output. All optional.

   

8. 8The appliance page

   Its details, photos of the data badge, appliance and flue terminal, and its history: every certificate it has been on.

   

9. 9The register

   Appliances you add here are offered on the next certificate at this property, so you don't type them in again. Completing a certificate also adds its appliances to the register.

   

10. 10Photos and documents

    Attachments keeps paperwork (PDF, Word, Excel) and photos for the property. Tap Add photo to take one or choose from your library.

    

11. 11EPC

    Look up the property's Energy Performance Certificate from the government register by postcode. It needs a free key from the register, once.

    

12. 12Work

    Every certificate and form done at this property, newest first. Start Form starts a new one here.