Industry Packs - Fire & Safety

Introduction

The Fire & Safety Industry Pack is a comprehensive solution tailored for businesses operating in the fire protection and safety sector. This pack is designed to ensure compliance with regulatory and safety standards, streamline your operations, and optimise performance across all aspects of your business.

This industry pack provides:

• Four Dashboards: Manage financials, maintenance schedules, engineer performance, and customer relationships with real-time insights to drive efficiency and strategic decision-making.
• Seven Crucial Forms: Ensure compliance with key fire and safety standards such as the Regulatory Reform (Fire Safety) Order 2005 and BS 5839-1, with forms like the Fire Extinguisher Testing Certificate (FET) and Emergency Light Testing Certificate (TEL).
• Twelve Supporting Forms: Expand your compliance framework with additional tools to maintain robust safety protocols and prepare for evolving regulatory demands.
• Three Risk Assessment Forms: The Dynamic Risk Assessment, Short Duration Work On-site Risk Assessment, and General Risk Assessment help you proactively manage and mitigate risks across various work environments.
• Sixteen Comprehensive Reports: Gain actionable insights into job performance, financial tracking, PPM contracts, customer profiles, and more to drive productivity and profitability.

With this pack, you'll have everything you need to stay compliant, improve operational workflows, and ensure safety standards are met, empowering your business to thrive in a competitive and safety-conscious industry

This user guide provides an overview of the reports, forms, and dashboards available to you, along with instructions on where to access them.

Subscribing to the Industry Pack app

You'll firstly need to subscribe to the app. If you need help subscribing to your chosen Industry Pack app, please click here.

Once this has been set up, you'll have access to your industry specific Reports, Forms and Dashboards. Read on below to find out more.

Reports

Your reports can be found via Reports > Dynamic Dashboards

Use the filters to search for a specific report, if required

You’ll have access to the following reports:

• Job Tracker
• Invoice Log
• Job & Visit Details
• Monthly Timesheet Report
• Quote Tracking & Analysis
• Purchase Invoice Analysis
• Vehicle Safety Inspection
• Customer Profile & Receivables
• Site Insights & Receivables
• PPM Contract Tracker
• Job Performance KPI
• Job Performance & Cost Analysis
• Purchase Order Details
• Asset Inventory & Financials
• Stock Inventory Details
• Non-Productive Time KPI
• Adept Sage Purchase Export
• Adept Sage Sales Line Item
• Kashflow Sales Export
• Pegasus Opera Purchase Analysis
• Pegasus Opera Purchase Transaction
• Pegasus Opera Sales Analysis Export
• Pegasus Opera Sales Transaction Export
• Quickbooks Purchase Export
• Quickbooks Sales Invoice Detailed
• Sage 200 Purchase Invoice Export
• Sage 200 Sales Invoice Export
• Sage 50 Purchase Export
• Sage 50 Sales Export
• Sage Purchase Business Cloud Accounting
• Sage Purchase Invoice Export
• Sage Sales Business Cloud Accounting
• Sage Sales Export
• Xero Purchase invoice export
• Xero Sales Export
• AccountsIQ Export Report
• Xero Export Canada

Want to learn more about Dynamic Reports? Click here to find out how to export and schedule them effortlessly!

Forms

To access your forms, navigate to Settings > Electronic Forms

The following forms will be visible:

• Fire Extinguisher Testing Certificate (FET)
• Portable Appliance Inspection & Testing Certificate (TPAT)
• Alarm System Standby Power Supply Capacity Verification Record (TASPSCV)
• Emergency Light Testing Certificate (TEL)
• Fire Alarm Inspection & Servicing Certificate (TFI)
• EPM5 Emergency Lighting Periodic Inspection & Testing Certificate (EMP5)
• Fire Detection & Alarm Systems Inspection & Servicing Checklist (FCH)
• Dynamic Risk Management (TDRA)
• Short Duration Work On-site Risk Assessment (RAandSDWSRA)
• Vehicle Checklist
• Fire Door Installation – Record of Installation Activities (TFDIRIA)
• Fire Stopping Installation – Record of Installation Activities (TFSIRIA)
• Record of Maintenance Activities Form (TQFDMSRMA)
• Localised Doorset Maintenance Register (TFDMSLDM)
• Centralised Doorset Maintenance Register (TCDMR)
• Doorset Condition Survey Form (TDSF2023)
• Survey and Scheme Procedures Acceptance Form (TSASPAF)
• Survey of Fire Stopping Behind Architraves Form (TSFSBAF)
• Fire Risk Assessment (TFRA)
• Dry Riser Inspection Report (TDRIR)
• QMF-142 Inspection and Servicing Certificate (QMF142ISC)
• Water Supplies Service and Maintenance Report (TWSSMR)
• Certificate of Compliance to BAFE SP203-1 (TCOCSP203)
• Modular Certificate to BAFE SP203-1 (TMCSP203)
• Certificate of Modification to BAFE SP203-1 (TCMBSP2031)
• Certificate of Maintenance to BAFE SP203-1 (TCOMSP203)
• Certificate of Conformity – SP105: Dry & Wet Riser/Falling Installations (TBCOCIS)
• Certificate of Conformity – SP105: Annual Service (TCOCAS)
• Certificate of Compliance – SP207: Maintenance of an Evacuation Alert System to BS 8629 (TBCOCFMAES)
• Module Certificate – SP207: Evacuation Alert System to BS 8629 (TMCIMEAS)
• Certificate of Modification – SP207: Evacuation Alert System to BS 8629 (TCMAES)
• Life Safety Fire Risk Assessment Certificate of Conformity (TLSFRACC)
• Module Certificate – SP203-4: Multiple Modules of an Emergency Lighting System (TMCMELS)
• Module Certificate – SP203-4: Module of an Emergency Lighting System (TMCELS)
• Certificate of Compliance – SP203-4: Emergency Lighting System (TCOCELS)
• Certificate of Modification – SP203-4: Emergency Lighting System (TCMODELS)
• Certificate of Maintenance – SP203-4: Emergency Lighting System (TCOMOELS)
• Module Certificate – SP203-3: Multiple Modules of a Fixed Gaseous Fire Extinguishing System (TIMGFES)
• Module Certificate – SP203-3: Module of a Fixed Gaseous Fire Extinguishing System (TIGFES)
• Certificate of Maintenance – SP203-3: Fire Extinguishing System (TCOMFESP203)
• Certificate of Compliance – SP203-3: Fixed Gaseous Fire Extinguishing System (TBCOCFGFES)
• Modular Certificate to BAFE DS301 (TMCTDS301)
• Certificate of Compliance to BAFE DS301 (TBCOCDS301)

Click here to read more about your Electronic Forms and how to deploy them to your engineer's mobile apps, or click here to to find out how to complete mobile forms within the app.

Dashboards

Your Dashboards can be found under the Dashboard menu item

You’ll be able to utilise the following Dashboards:

• Finance Dashboard
• PPM Dashboard
• Engineer Performance Dashboard
• CRM Dashboard

The primary user must publish the dashboards to make them available to others.

Navigate to Reports > Dynamic Reports and click on the Dynamic Dashboards tab.

Toggle the Publish icon to activate the dashboards as needed.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.