Gaffer for
oil heating engineers.

Oil heating is rural, off-grid and seasonal: everybody wants a service in October and nobody thinks about the tank until it is weeping. Gaffer puts the CD11 servicing record and the flue gas analysis on the phone, keeps the tank condition inspection against the property, and spreads next autumn’s services out by reminding customers in August instead of all at once. Quote, schedule, certify, invoice and get paid — with the 21 trade documents oil heating engineers actually use already in the account.

Start free trial See the 21 forms

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.

Trade packs and specialist workflows for oil heating engineers in Gaffer

Quote it from a template

Priced quote templates for oil heating engineers, your own price book and good-better-best options. Customers accept and pay a deposit from their phone.

Quoting & Estimating →

Do the job with the paperwork built in

21 trade documents ready for oil heating engineers — 15 written for this trade, 6 shared with others — filled in on the phone, signed on site and emailed as a PDF before you leave.

Compliance & Certificates →

Invoice from the driveway

One tap raises the invoice from the accepted quote, nets off the deposit and sends a Pay Now link. Reminders chase for you.

Invoicing & Payments →

Rebook the renewal automatically

Certificates and services with an expiry date become next year’s work. Gaffer texts the customer a booking link before it lapses.

Automations & AI →

A worked job

An annual oil boiler service, 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

AugService due in 60 days surfaces. Booking link texted; the customer picks September.
SepOn site: annual service checklist and flue gas analysis completed on the phone.
SepTank condition inspection flags a rusting base; photos attached to the property.
SepOFTEC CD11 servicing record emailed as a PDF; invoice sent with a Pay Now link.
OctTank replacement quote accepted online with a deposit.
+12 moThe August reminder goes out again without anyone remembering to start it.

Certificates & forms

21 trade documents, ready for oil heating engineers.

15 of them are written for this trade and 6 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.

Written for oil heating engineers · 15