Guides

The practical shelf: what to set up in week one, what a real run looks like, and a page for every screen in the product.

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Flat 2 · due 30 November
August: moves the dateOct–Nov: keeps it
Guide6 min read

Landlord gas safety records: the rules and a renewal system

The date is on last year's record. Here's how to turn landlord gas safety checks into steady, predictable work, with the rules quoted exactly.

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Services · breakdowns · by month
JanJul–Sep: servicesDec
Guide5 min read

Boiler service reminders: the steadiest work you're not chasing

Annual services are the most predictable work in heating, and most of it is lost to forgetting. When to remind, what to send, and how to stay on the right side of the ICO.

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Combi swap · quote sentDAY 0
“Any questions on that?”DAY 2
“Still want it done before winter?”DAY 7
“Keep it open or close it off?”DAY 14
Guide6 min read

Boiler quote sent, then silence: the follow-up that isn't nagging

Most boiler and bathroom quotes aren't turned down. They're waiting on a third quote, payday or a decision. What to send, and when to stop.

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The first cold snap · the queue
1
Gas
2
No heat
3
Leak
4
Landlord
5
Service
6
Quote
7
Rest
Guide6 min read

Winter is a queue: running the first cold snap without the scramble

Decide your triage order before the phone rings, give every caller a day, a time window and the call-out fee, and keep the service book alive through the rush.

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Photos
Benchmark
Register the guarantee
Notify Building Regs
Invoice before you drive off
Service reminder
Ask for a review
Guide6 min read

How a boiler job should end: the close-out before you drive off

Photos, Benchmark, guarantee registration, Building Regs notification, invoice, service reminder, review. Fifteen minutes on site that save your Sunday.

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“Heating back on the same day. Explained everything.”
Sarah · a week ago
Guide6 min read

Google reviews for heating engineers: when to ask and what to say

The best moment to ask is when the radiator warms under the customer's hand. The words, the one-tap link, replying to bad reviews, and what's now illegal.

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After 6pm · an illustrative week
Quotes
Invoices
Chasing payment
Booking
Certificates
Guide6 min read

Where the evening goes: a one-week admin audit for gas engineers

Write down every bit of admin for one week, price it at your real hourly rate, then decide what to keep, batch, drop or hand off.

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Boilers, fires, cookers, unvented
Postcodes on my list, call-out fee quoted
Commercial and LPG: tell them no
Guide6 min read

Write your rules before anyone takes a booking for you

The rules you run through every time the phone rings, written down as a fill-in sheet: work, postcodes, call-out fee, emergencies, access and slots.

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Asked, not searched
“Gas Safe engineer near me who can come out today?”
Guide6 min read

Someone asked ChatGPT for a plumber. Would it find you?

How homeowners find a gas engineer now, what is and isn't known about AI assistants, and a one-hour checklist to make you findable and easy to check.

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The product guide

Open the docs →

How Datify answers calls, books jobs, drafts the paperwork and asks for your approval.

Ten minutes of setup buys months of not checking.

Write your rules, connect one system, and read the first plan before it runs. The guides above cover all three.

Show us what keeps you from the job.

A 20-minute walkthrough using your own calls, jobs and tools. No card, no commitment.

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