Track customers and quotes alongside Gas Safe registration, OFTEC, CP12 records and the annual gas safety reminders that landlord clients depend on.
Gas Safe registered engineers handle dozens of customers with annual gas safety checks (CP12s) on the calendar. The CRM has to remember every renewal date, generate every CP12, track every appliance, and alert you before any registration expires. Generic CRMs handle the customers but ignore the gas-specific compliance. Complys does both.
Every client, main contractor and lead in one searchable list. Designed for gas engineers - notes, addresses, project history.
Build branded quotes, send via your own email, track when they're opened. Drag cards across the kanban board to update stages.
Connect Gmail, Outlook or business SMTP. Send from your real address with open and click tracking built in.
Log every phone call from the customer record. Notes, outcome, follow-up date - 10 seconds per call.
Public liability insurance, Gas Safe certificate, OFTEC registration, CP12 templates - all on the same record as the customer.
AI-generated risk assessments and method statements, customised for gas engineering work. Edit, save, share with contractors.
Track every worker's OFTEC cards, training, and qualifications. Reminders before anything expires.
Get found by main contractors searching for compliant gas engineers in your area. Your accreditations on display.
Auto-reminders for document expiry, follow-up dates, scheduled work. Nothing slips through the cracks.
Example record - your customers, jobs and compliance all in one place
CRM, compliance, RAMS, quotes, worker passports - all in one place. 90 days free, no card needed.