Getting Started

Getting started with Heatflow

From download to your first certificate in under 10 minutes.

01

Download the app and create your account

  • Download Heatflow from the App Store on your iPhone.
  • Open the app and tap "Create account". Enter your name, email address, and a secure password.
  • You'll receive a confirmation email — tap the link to verify your address.
  • Enter your Gas Safe registration number. This is required to generate legally compliant certificates.
02

Complete your onboarding profile

  • Add your company name and trading address. This appears on all certificates and invoices you generate.
  • Upload your Gas Safe card photo — this is embedded in CP12s and other certificates.
  • Set your default VAT rate if you are VAT-registered (standard UK rate is 20%). You can change this per-invoice at any time.
  • Add your bank account details for invoices (sort code and account number are displayed in the invoice footer).
  • Optionally upload your company logo for branded PDFs.
03

Create your first customer and property

  • Tap "Customers" in the bottom navigation and tap the + button.
  • Enter the customer's name and contact details.
  • Add their property address — you can add multiple properties per customer (common for landlords with multiple rentals).
  • Save the customer. They'll appear in your customer list for all future jobs.
04

Log your first job

  • Tap "Jobs" and tap the + button to create a new job.
  • Select the customer and property from your list, or add a new one on the fly.
  • Choose the job type (service, installation, repair, etc.) and add any notes.
  • On-site, you can log appliance details — make, model, serial number, gas readings.
  • Capture photos directly within the job — these are stored securely and attached to the job record.
  • Tap "Complete job" when done. The engineer or customer can sign off on-screen.
05

Generate your first certificate

  • From within a completed job, tap "Generate certificate".
  • Select the certificate type — CP12 (Landlord Gas Safety Record) is the most common.
  • Heatflow pre-fills the form with your profile data, appliance details, and gas readings from the job.
  • Review and complete any remaining fields. The app flags anything required by Gas Safe.
  • Tap "Generate PDF". Your certificate is created instantly.
  • Email it to the landlord, tenant, or customer directly from the app — or save it for later.
06

Using offline mode

  • Heatflow downloads all your customer data, job history, and certificate templates before you leave home.
  • You have full functionality in basements, new builds, rural sites — anywhere without signal.
  • All data is saved locally on your device as you work.
  • The moment you reconnect to Wi-Fi or mobile data, Heatflow automatically syncs everything to the cloud.
  • No manual sync required — it just works.

Something not working? Email us at support@heatflow.app — we reply within one working day.