The process of managing safety certificates is very time consuming
It is necessary to

1. Open certificate list and filter to show properties for which certs are coming due. Then for each one:

2. Actions – Add maintenance job – edit - select contractor – actions – email contractor – edit email

3. Once the certificate and invoice comes in from the contractor, I normally go through the following steps:

4. Open property – find the maintenance job – actions – property maintenance deduction – select “Maintenance deduction for” – key in contractor invoice number and date – Select “Carried out at” and key in invoice description and select property maintenance deduction to save and close.

5. Since many of our clients want to be sent a copy of their safety certs (and the certs section doesn’t allow documents to be “Included in invoice print”), it is necessary to upload a copy of the cert to the maintenance job.

6. Next, I go to certificates and add the certificate, retire the old and archive it
   I would like to be able to

7. select a range of certificates to be done, be able to select have the option to select one contractor and then to create and issue all jobs in a single email.

8. Select documents in the certificates section for inclusion in next landlord invoice.

9. Certificate list to show that jobs have been issued rather than having to open each property, select certificates, clear status and then check that there is a Gas Safety Certificate in the list

*Submitted on behalf of client