THE TOOLS BEHIND THE WORKING DAY
Plan the visit.
Keep the paperwork together.
Jobs, customers, appliances, service records, invoices and expenses in one focused application.
These workflows are built in the current development application and will be part of the launch. Public access is not open yet. Examples on this website use fictional data.
01 / JOBS & CALENDAR
A day, a week or the whole month.
Switch between month, week and list views. Book a job against a customer, keep its notes close and update its status as the work progresses. Send a booking confirmation or visit reminder from your own phone in a couple of taps.
- Month, week and list views
- Customer-linked appointments
- Booking confirmations and visit reminders by text, email or WhatsApp
09:00 Boiler service → 11:30 Heating repair
ILLUSTRATIVE PRODUCT WORKFLOW02 / CUSTOMERS, PROPERTIES & APPLIANCES
Know the boiler before you knock.
Keep each customer’s properties and the appliances in them. See when every appliance was last serviced and when the next one is due, then book the visit with the customer, property and appliance already filled in.
- Several properties per customer, for landlords and letting agents
- Appliances with service status and history
- Book a service from the appliance
Customer → Property → Appliance → Next service due
ILLUSTRATIVE PRODUCT WORKFLOW03 / SERVICE RECORDS
The service, written up before you leave.
Fill in a service record per appliance on the job: checks, readings with the CO/CO2 ratio worked out, an All OK shortcut and last year’s readings for comparison. Customer and engineer sign on the screen, and the record becomes a PDF in your own branding.
- Checks and readings per appliance
- Signatures on the phone
- Branded PDF to share with the customer
Checks → Readings → Signatures → PDF
ILLUSTRATIVE PRODUCT WORKFLOW04 / QUOTES, INVOICES & PAYMENTS
From quote to paid, on one thread.
Build a numbered quote with editable lines and convert an accepted quote into an invoice. Quotes and invoices become PDFs with your logo, colours and Gas Safe number. Add your own online payment link and it appears with a QR code on unpaid invoices. Record how each invoice was paid, cash included.
- Branded quote and invoice PDFs
- Payment link and QR code on unpaid invoices
- Cash, transfer and card payments recorded
Draft → Issued → Paid
ILLUSTRATIVE PRODUCT WORKFLOW05 / REMINDERS
The follow-up, without the memory work.
Services coming due, unpaid invoices and qualifications close to expiry appear in one To do list. Send a service or payment reminder from your phone, and get a notification the evening before your visits.
- Services due and payment reminders
- Qualification renewals such as CCN1
- Phone notifications for tomorrow’s visits
Service due → Remind → Booked
ILLUSTRATIVE PRODUCT WORKFLOW06 / EXPENSES & JOB MARGIN
Keep the receipt with the cost.
Attach a receipt image to an expense, record the supplier and link the cost to a job. Compare recorded costs with the job estimate or invoiced amount, and see the cash you took this month.
- Receipt photos attached to expenses
- Supplier and job-linked costs
- Estimated margin after recorded costs
Job value − Included costs = Estimated margin
ILLUSTRATIVE PRODUCT WORKFLOW07 / ACCOUNTANT PACK & FREEAGENT
A useful handover to your accountant.
Choose a period and build a ZIP containing a summary, invoice and payment CSVs, expenses and stored receipt images. Or connect FreeAgent and send your contacts and invoices straight across, without duplicates. Review the figures with your accountant; neither is a tax return.
- Invoice, payment and expense CSVs with receipt images
- Contacts and invoices sent to FreeAgent
- Sending again does not create duplicates
Tickzu → FreeAgent
ILLUSTRATIVE PRODUCT WORKFLOW08 / YOUR DATA
Your records, protected on your phone.
Encrypt your records on the phone, lock the app with Face ID or your passcode, and keep a password-protected backup file. Working on two phones? Sync them with end-to-end encryption, so the server only ever holds data it cannot read.
- Optional encryption and app lock
- Password-protected backup and restore
- Encrypted sync between phones
Encrypted before it leaves the phone
ILLUSTRATIVE PRODUCT WORKFLOWPlanned next: two-way calendar sync, Xero, card payments taken inside Tickzu and importing analyser readings. A Tickzu service record is not a Gas Safety Record (CP12) and makes no compliance claim; the engineer remains responsible for the checks they sign. No manufacturer partnership is implied.