Build your own certificates with your own fields
Global and trade-specific forms.
Part of compliance & certificates in Gaffer, which replaces carbonless pads, a filing cabinet and a scanner.
913 certificates and forms, filled on site, filed for good.
Gas Safety, EICR, Minor Works, LOLER, F-Gas, FENSA and hundreds more — trade-specific, signed on the device, emailed to the customer as a PDF and tracked to their expiry date.
Nothing is lost, nothing is illegible, and every renewal comes back to you as work.
Form templates are one of the 14 things in compliance & certificates. See the rest →
- Build your own forms and certificates with your own fields, or copy one from the shared library
- Templates are matched to your trades, so you are not scrolling past someone else’s paperwork
- A renewal interval per template, so a completed form can raise the next one
- Templates can be gated on a qualification, so only a qualified operative completes them
- Versioned, so you can show which version of a form was in force when it was signed
- Every submission produces a branded PDF to email or send for signature
Step 04 of the job: on site
The engineer taps “On my way” and the customer gets a text with an arrival window. On site: clock in, photos, the certificate for the job — EICR, Gas Safety, whatever the trade needs — signed on the device. No signal? It syncs later.
Compliance & Certificates is where form templates sits, and that is the step it shows up in most. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What are form templates for?
Build your own forms and certificates with your own fields, or copy one from the shared library Templates are matched to your trades, so you are not scrolling past someone else’s paperwork
Are the certificates acceptable to landlords and inspectors?
They carry the fields the schemes expect, your registration numbers, the date, the engineer and a signature, and they go out as a branded PDF. Whether a scheme requires its own branded form is worth checking for your trade before you switch.
What happens when a certificate is about to expire?
It surfaces before it lapses, not after. You get the alert, and the customer can get a text with a booking link — which is how last year’s compliance turns into this year’s work.
Which plan is it on?
Every paid plan. Form templates is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
The rest of Compliance & Certificates
All 14 →- 30 UK accreditation schemes, with what each one actually requires
- Know which building regs jobs still lack certificates
- Turn expiring certificates into booked work
- Combustion analysis recorded with the analyser’s serial number
- Gas Safety, EICR and LOLER in one register
- Every DBS check, with the date it lapses
- Signed on site, with the name and timestamp
- EICRs coded C1 to FI, with remedials priced
- Landlord gas safety records signed and emailed on site
- A branded PDF certificate before you leave site
Put form templates to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.