EPC GAS SPECIALIST
From WhatsApp threads to one system that runs the office.
NEXT.JS · SUPABASE · TAILWIND · VERCEL · RESEND
THE PROBLEM
A Luton compliance company covering EPCs, gas safety, EICRs, boiler installs and fire risk assessments. Every job lived on WhatsApp. Photos arrived on WhatsApp and Gmail with nowhere central to store them. Two people spent their time producing invoices. Certificate renewals were tracked by memory, or not at all.
It happened the way it always happens: the business grew job by job, and every new job added another thread instead of another system.
THE FIX, AND HOW WE WORKED
We started with a discovery call and mapped how a job actually moves through their business, from the first enquiry to the certificate landing in the client's inbox. Then I built the CRM around that exact flow, not the other way round.
Two roles in one app: engineers log jobs and photos from site on their phones; the office runs the pipeline, invoices and certificates from one screen. We review progress together as each module lands, and every step gets tested with real jobs before they rely on it.
DELIVERABLES
- Staff portal with two roles: office admin and field engineers
- Jobs pipeline tracked from New through to Paid
- Client profiles and property records
- Engineer scheduling calendar
- Invoices generated, sent and tracked automatically
- Certificate generation: EPC, Gas Safety (CP12), EICR and PAT
- Central storage for job photos and documents
WHAT IT SAVES