For specialist trades
Less paperwork around the work for specialist trades
Specialist trades carry a heavy load of paperwork: certificates, risk assessments, compliance records and inspections that come round again. We help you capture it once on site, keep it with the job and let the routine follow-ups take care of themselves.
In short
Propel helps specialist trade businesses, such as fire and security, electrical testing, gas and other technical or regulated trades, reduce the admin around their work. That means certificates and reports prepared from the job, inspection and renewal reminders, and records that are easy to find when a customer or auditor asks.
Sound familiar?
Moments that eat into the day
Examples rather than a diagnosis. Every business runs differently, which is why we start by looking at how yours works.
Certificates are typed up back at the office
Engineers take notes on site, then someone types up the certificate later.
What could help: Certificates prepared from the job record for the engineer to check and sign.
Inspections come due without anyone noticing
Renewal dates live in a spreadsheet that only gets checked now and then.
What could help: Reminders that go out automatically as inspections come due.
An auditor asks for records
Finding the right certificate, photo or risk assessment means searching folders and inboxes.
What could help: Records kept with the job and the customer, easy to find.
Your best engineers spend evenings on admin
Skilled people’s time goes on paperwork that a system could prepare for them.
What could help: Paperwork prepared automatically, so engineers check rather than write.
Where we’d usually start
How we help specialist trades
We always start with how your work actually runs. These are the areas that most often make the biggest difference.
- Automating repetitive adminReminders, confirmations, follow-ups and paperwork that happen on their own.
- Internal tools and custom softwareA small, focused tool built around how you work, when off-the-shelf software doesn’t fit.
- Process improvement and clear responsibilitiesClear steps, clear owners and cleaner handovers, so work stops waiting on assumptions.
How it works
Understand first, then do the work
We talk
A 30-minute call about how your operation works and what you’d like to be easier.
We look at how the work runs
We spend time with you and the people doing the work, and look at the tools, sheets and messages you use day to day.
We agree what to change
We suggest what would help most, in plain terms, with what’s involved and what it would cost, before anything starts.
We put it in place
We set things up, connect and build what’s needed, show your team how it works and adjust it once it’s in daily use.
Can certificates be produced automatically?
They can usually be prepared automatically from the details recorded on the job, ready for a qualified engineer to check and sign. The engineer stays responsible for what’s certified.
Can you set up reminders for repeat inspections?
Yes. Once due dates are recorded against each customer or asset, reminders to the customer and the office can go out automatically.
Do you know our industry’s regulations?
You’re the expert on your regulations. Our job is to make the process around them easier to run and the records easier to keep, designed around the requirements you work to.
Running a specialist trade business? Let’s talk.
Book a 30-minute introductory call. Bring an example of something that takes more effort than it should, or just tell us how a normal week goes.