Built for the realities of Gas Engineers.
Gas Safe records, boiler services, landlord CP12s. The platform knows what records you have to keep and for how long.
- ✓ Gas Safe record retention
- ✓ CP12 auto-reminders
- ✓ Boiler service contracts
- ✓ Engineer ticket numbers
The CP12 calendar runs your year
A gas business lives on annual dates. Every landlord gas safety record starts a twelve-month clock, and when it runs out the landlord needs you again, on time, with the history to hand. Add boiler services that keep manufacturer warranties alive and service contracts that renew, and the calendar is the business.
OptiTech Automation holds every one of those dates against the property and the customer. Renewals surface before they expire, so the CP12 due in March is booked in February, not discovered in April. To be completely clear: the platform does not issue CP12s. Your Gas Safe registered engineer issues the certificate exactly as they do now. The platform keeps the dates, records and reminders around it.
Service contracts layer on top. A boiler care plan is a promise of an annual visit, and the plan only makes money if the visit happens without being chased. Contract renewals, service dates and the CP12 clock all run on the same rails, in one place.
Records that are there when someone asks
Gas work generates paper that has to survive: safety records, service notes, photos of the installation, who attended and when. The test is never filing it. The test is finding it two years later when a letting agent, a landlord or an insurer asks.
Every job in OptiTech Automation carries its documents. CP12 and LGSR files upload against the job; photos, signatures and notes come in from the engineer app; all of it is searchable by property and customer. The shoebox retires.
Engineer details live in the same file: who attended and what they recorded. When a landlord’s agent asks who did the work, the answer is in the job, not in a text thread from eleven months ago.
Landlord work, kept for a decade
Landlords with a handful of properties are the best customers a gas firm has, and the easiest to lose. Miss their renewal and the agent’s next email goes to whoever chased first. The firms that keep landlord work for a decade are the ones that are simply never late.
With renewal dates on your radar and a booking page that takes a card deposit at booking, the annual check stops being a phone-tag exercise. The agent books the slot, the deposit lands in your own Stripe account, and your engineer gets the job with the property’s full history attached.
The same rails carry boiler services for homeowners. A service booked every October for three years running is not luck. It is a renewal that surfaced on time and a booking page that was open when the customer had their phone in hand.
Only Gas Safe registered engineers get gas jobs
The rule in a mixed team is absolute: gas work goes to Gas Safe registered engineers and no one else. You mark who is registered and which work each engineer takes, and dispatch respects it. The improver gets the power flush. The registered engineer gets the boiler swap.
Engineers carry their jobs in an app that works offline at the back of a cellar: job details, history, photos, signatures. It syncs when they are back on signal, and you keep the final say on every assignment.
It also keeps the story clean if anyone ever asks why a particular engineer was on a particular job. The answer is in the system: the job type, the profile you set for it and who matched it. Not a shrug. A record.
One flat price
From £199 a month plus a one-off £129 setup on the Start-up Stage, for up to five engineers, or £599 plus £249 on Standard for up to fifteen. Flat within the stage: not per engineer, not per job, no per-lead fees. A heating season at full tilt costs the same as August.
No contract. Cancel any month with 30 days notice and export everything as CSV. The number is on the page because you should not have to book a demo to learn a price.
Who this is not for
If you are one engineer with forty loyal landlords, a diary system that has never missed a renewal and no plans to hire, you may not need this. That is the honest answer.
The platform earns its keep when renewals number in the hundreds, when a second or third engineer joins and dispatch becomes a job in itself, and when a missed CP12 date starts costing landlord accounts. That is the week OptiTech Automation is built for.
Straight answers for Gas Engineers
No. It keeps the renewal dates, records and reminders around them; your Gas Safe registered engineer issues the certificate as always.
Every landlord gas safety record on file carries its renewal date. Before it expires, the renewal surfaces on your radar so the job can be booked ahead of the deadline, not after the panicked phone call. Automatic reminder sends are part of the Growth plan; on Standard the renewal dates and records are still kept against every job, so nothing expires unseen.
OptiTech Automation stores your gas job records: CP12 and LGSR documents, service notes, photos and signatures, uploaded securely per job. Compliance with Gas Safe rules remains the responsibility of your business and your registered engineers; the platform provides the record keeping and reminders around it.
Yes. You set which engineers take which job types. Mark who is Gas Safe registered and gas work only goes to them; everyone else sees the jobs they are qualified to do.
Yes. The engineer app works offline on site. Engineers record job details, capture signatures and take photos with no signal; it all syncs later.
From £199 a month plus a one-off £129 setup on the Start-up Stage, covering up to five engineers. Standard is £599 plus £249 and covers up to fifteen. Flat, not per engineer, with no contract and no per-lead fees. Cancel any month with 30 days notice.
Yes. Your booking page is open around the clock, so an agent or landlord books the check when it crosses their desk, pays the card deposit into your own Stripe account, and the job arrives with the property history attached. No phone tag, no sticky note.