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My Test Certs Gas / How-to videos

Learn it one job at a time

Short videos that go slowly, so you can follow every tap. We add a new one whenever we add a feature.

Video 1 · 55 sec

Set up your details and logo

  1. Tap Set up my details on the home screen.
  2. Upload your logo from your photos.
  3. Add your business name, your name, Gas Safe ID, address and phone number.
  4. Tick the qualifications you hold. They print on your certificates.
  5. Add your bank details for invoices, then tap Save and finish.

Video 2 · 1 min 27

Saving your customers

  1. Tap Customers, then Add a customer.
  2. Add their name, email, phone number and payment terms.
  3. Add each property they have, as many as you like.
  4. Open a property to start a certificate, quote or invoice with their details already filled in.
  5. Add notes, such as a part to order, and photos that stay with the address.

Video 3 · 1 min 50

Making a gas safety certificate (CP12)

  1. Tap New gas certificate, then Domestic, then Landlord gas safety record.
  2. Step 1: the customer, the property and the tenant.
  3. Step 2: each appliance, with a Pass or Fail for every check.
  4. Step 3: the safety checks on the whole installation, then sign with your finger.
  5. Tap Create certificate. It has your logo and details on it.

Video 4 · 43 sec

Emailing a certificate to your customer

  1. Open the certificate from your list on the home screen.
  2. Type your customer’s email address in the box.
  3. Tap Send by email. They get a link to view it and save it as a PDF, and you get a copy.
  4. Quotes and invoices send the same way.

Video 5 · 1 min 59

Quotes and invoices

  1. Tap Quotes, then New quote. Find your customer and pick the property.
  2. Say what the appliance is, what is wrong, and add the part and your labour.
  3. Create the quote and email it to the customer.
  4. When they say yes, tap Accepted, then Make an invoice from this quote.
  5. Check the invoice, create it and send it. Tap Paid when the money is in.
  6. Find every quote and invoice again under Quotes and Invoices.

Video 6 · 1 min 50

Your job calendar

  1. Open Job Calendar from the home screen and see your week at a glance.
  2. Tap a free day or Add a job. Start typing a name or address to find a saved customer, or type a new caller’s details, then say what you are doing and choose the time.
  3. Open any job to call the customer, navigate to the address or start a certificate.
  4. Switch to Month to see which days are free.
  5. Get your private calendar link and add it to Outlook, Google or Apple Calendar, or Life360.

Video 7 · 1 min 4

Adding engineers to your team

  1. Tap the cog, then Account, team and billing.
  2. Type the engineer’s email and tap Send invitation.
  3. They set a password and join your team.
  4. Open Job Calendar and tap their name to see their diary and add jobs for them.

Video 8 · 56 sec

Downloading for your accountant

  1. Tap the cog, then Account, team and billing.
  2. Scroll to Download for my accountant and choose what to include.
  3. Pick the dates, for example this tax year.
  4. Tap Download zip for my accountant. It has a PDF of every invoice and a spreadsheet for Excel or Xero.

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