Industry Packs - Plumbing & Heating

Introduction

The Plumbing and Heating Industry Pack is a comprehensive solution tailored to the unique needs of businesses in the plumbing and heating sector. Equipped with advanced dashboards, critical forms, and key reports, this pack ensures compliance with industry standards, streamlines operations, and maximises performance across your business.

This industry pack provides:

• Four Dashboards: Gain actionable insights into financial management, asset tracking, customer relationships, and refrigerant inventory to enhance decision-making and operational workflows.
• Twenty-Seven Essential Forms: Ensure compliance with standards like the Gas Safety (Installation and Use) Regulations 1998, BS 8558:2015 for Legionella control, and Building Regulations Part L and H. These forms provide in-depth compliance and safety insights while updating real-time dashboards.
• Three Risk Assessment Forms: The Dynamic Risk Assessment, RA Form, and Short Duration Work On-site Risk Assessment help you proactively identify and manage hazards, ensuring safety across all operations.
• Fifteen Essential Reports: From job tracking to financial analysis and asset inventory, these reports streamline your operations, enhance customer satisfaction, and ensure compliance with industry standards.

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
• Purchase Invoice Analysis
• PPM Contract Tracker
• Job and Visit Details
• Job Performance and Cost Analysis
• Quote Tracking and Analysis
• Monthly Timesheet Report
• Purchase Order Details
• Customer Profile and Receivables
• Asset Inventory & Financials
• Vehicle Safety Inspection
• Site Insights & Receivables
• Stock Inventory Details
• PPM Quote Details

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:

• Gas Safety Certificate (CP12) -(GSR2021)
• Gas Breakdown/Repair Sheet (GBRS)
• Gas Warning Notice (GWN)
• Gas Service/Maintenance Checklist (GSMC)
• Gas Boiler System Commissioning Checklist (TGBSCC)
• Water Hygiene Report (WHRS)

..plus many more!

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
• Asset Overview Dashboard
• CRM Dashboard
• FGAS Cylinder 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.