Gaffer for
automatic gate installers.
An automatic gate is machinery, and machinery has to be safe on the day it is handed over and still safe a year later. Gaffer holds the force and safety test record against the gate, files the UKCA declaration of conformity alongside it, and brings you back for the planned service — the visit that keeps the gate legal and keeps you paid. Quote, schedule, certify, invoice and get paid — with the 12 trade documents automatic gate installers actually use already in the account.
Where two names look alike they are different documents — a notification is not the certificate that follows it, and two schemes covering the same work each want their own form. If you think one is missing, or that one of these is redundant, say so and we will change the pack.


Priced quote templates for automatic gate installers, your own price book and good-better-best options. Customers accept and pay a deposit from their phone.
12 trade documents ready for automatic gate installers — 7 written for this trade, 5 shared with others — filled in on the phone, signed on site and emailed as a PDF before you leave.
One tap raises the invoice from the accepted quote, nets off the deposit and sends a Pay Now link. Reminders chase for you.
Certificates and services with an expiry date become next year’s work. Gaffer texts the customer a booking link before it lapses.
A sliding gate on a yard entrance, end to end
This is the shape of the work in Gaffer — the same job you already do, with the hand-offs taken off your plate.
See the same job in detail- Day 0Site survey captured with photos, gate weight and the existing power run.
- Day 1Quote sent from the template. Accepted online with a deposit.
- Day 12Install, electrical safety record and force testing to EN 12453 signed on site.
- Day 12Commissioning record, UKCA declaration and handover record emailed as PDFs.
- Day 12Invoice sent; the balance is paid by card before the van leaves the yard.
- +12 moThe planned service falls due. The site manager books his own slot from a link.
12 trade documents, ready for automatic gate installers.
7 of them are written for this trade and 5 are shared with others — an EICR is an EICR whoever issues it. Every one is a real digital form, not a blank template.
Each one is a proper digital form: the fields that document actually needs, signature capture, photo attachments, a PDF the customer can keep, and — where it has one — an expiry date Gaffer tracks. Completed on the phone, offline if it has to be.
- Automatic Gate Installer — COSHH Assessment
- Automatic Gate Installer — Fault Callout Record
- Automatic Gate Installer — Planned Service Record
- Automatic Gate Installer — UKCA Declaration of Conformity Record
- Force & Safety Test Record
- Risk Assessment (EN 12453:2017)
- Electrical Safety Record
- Commissioning Record
- Installation Record
- Site Survey
- Handover Record
- Contractor Credentials Record
Certificates are the start. The whole operation runs here.
Leads, quotes, scheduling, the field app, invoicing, payments, reminders, reports and your accounts sync — all in the same login as the paperwork.

Run your next automatic gate installer job on Gaffer.
Free for 14 days, no card. Pick “Automatic Gate Installer” at sign-up and the 12 trade documents above are switched on before you finish your tea.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.