Track a certificate & its renewal

Keep EICR / CP12 / EIC / Gas / PAT records and never miss a renewal.

A certificate coming due is repeat work with your name already on it — the landlord whose CP12 expires next month needs a gas engineer, and the one who did it last year (and gets in touch first) wins the job. Tracking expiries turns your past jobs into a pipeline of future ones, and keeps you covered when a customer asks for their paperwork.

1. Open the customer (Customers tab) → under Certificates tap + Add.
2. Pick the type, set the issue date and valid for (1 year for CP12, 5 years for EICR, or no expiry) — we work out the expiry.
3. Attach a photo/scan of the certificate if you have one.
4. It shows Due (within 60 days) or Expired so renewals don’t slip.

Still stuck? Contact support.