Compliance work
is repeat work.
Make it repeat itself.
PAT testing and boiler servicing only pay properly when the next visit is booked before the last one is forgotten. FlowSync keeps the properties, the records and the annual cycle in one place, and flags each site when it falls due.
FOR PAT TESTING ENGINEERS, GAS ENGINEERS AND COMPLIANCE CONTRACTORS
What actually goes wrong, and what changes
Every card below is a job you are already doing by hand.
The annual cycle is the whole business.
Set each property up as a recurring service — annual, six-monthly, whatever the requirement — and FlowSync keeps the next visit date and shows it when it is due.
Portfolios mean dozens of certificates.
Property records hold the site, access notes and appliance history, so a landlord with 30 flats is one list instead of thirty folders.
Job sheets and references go missing.
Completion notes, photos and the certificate reference stay attached to the job, so you can find what was done at a property a year ago.
Chasing letting agents for payment.
Invoice each agent from the completed job, and let FlowSync chase the overdue ones automatically.
Reminders eat a day a week.
Automated booking confirmations and reminders go out to the tenant or site contact, freeing the day you spend ringing round.
One landlord, several sites.
Track work per property and per customer, so the portfolio history and the next visit both stay visible.
Everything you need
- Recurring annual and periodic servicing schedules
- Property and site records with access and appliance notes
- Job records with certificate references, notes and photos
- Landlord and letting agent records with full job history
- Automated booking confirmations, reminders and follow-ups
- Invoices raised from the job, chased automatically when overdue
- Route-friendly scheduling across a portfolio of sites
- Profit per service type and per engineer
The compliance workflow
Free tools and guides for this work
Use them free, no login required, whether or not you use FlowSync.