Customers, properties and appliances
One customer. Every property. Everything at each one.
A landlord with four flats is one customer with four properties. Open their file and pick a flat: the tenant, the boiler and a photo of its plate, the certificates and when they're due, the appointments and the service plan.
14 days free, no card. Then £19 a month for you and £9 for each person you add.
Tom Ashworth's file, as your team sees it
Tom Ashworth
Ashworth Lettings · 07700 900217
- Outstanding
- £1,284.00
- On account
- £120.00
- Upcoming
- 3
Flat 2, 19 Hyde Park Road
Leeds LS6 1AH
Appliances2
- Manufacturer
- Vaillant
- Model
- ecoTEC plus 825
- Serial number
- 21190043017291N5
- GC number
- 47-044-31
- Year made
- 2019
- Date installed
- 3 Apr 2019
Certificates2
- Landlord Gas Safety RecordIssued 14 Oct 2025 · Expires 13 Oct 2026Reminder emailed 13 SepDue in 15 days
- Electrical Installation Condition ReportIssued 2 Mar 2024 · Next inspection 2 Mar 2029In 2 years
Tenant
Sam Keane
Flat 2, 19 Hyde Park Road, Leeds LS6 1AH
- Phone
- 07700 900418
- sam.keane@example.com
Appointments2
- Gas safety checkMon 12 Oct · 10:00 to 12:00 · Dan PriceBooked
- Boiler repairTue 4 Aug · 09:30 · Dan PriceCompleted
Service plans
Next visits: Mon 12 Oct
Pick a property, then an appliance. Switch the permission off to see what an engineer without it sees.
In short
Three things, kept apart and joined up.
OnPoint's customer records keep who pays, where the work is and what you work on as separate records in one file, so each certificate, visit and plan sits on the property it's for.
01
The customer
Who pays
Their quotes, invoices and payments, what's outstanding and on account, their projects, their portal link and whether they want your emails.
02
The property
Where the work is
Its own address and tenant, its certificates and when each is due, its appointments and its service plan.
03
The appliance
What you work on
Make, model, serial and GC number, the year it was made, where it is, when it went in, and a photo of its plate.
01Appliances
Every appliance, with a photo of its plate.
Photograph the data plate instead of typing it upside down by torchlight. OnPoint reads it and marks anything it isn't sure of. Keep the photo, and next year's engineer can read the plate without getting behind the boiler again.
- Appliances recorded on a gas certificate can be saved to the customer's list in one tap
- Each appliance links back to the certificate that recorded it
- Search every appliance by make, model, serial or where it is, and see which aren't registered
No signal? The phone reads the plate itself and asks you to check every value before you apply it.
More about AI on siteScan appliance plate
Fill the frame with the plate
What it read
- ManufacturerVaillantConfirmed
- ModelecoTEC plus 825Confirmed
- GC number47-044-31Confirmed
- TypeCombination BoilerConfirmed
- Serial number2119004301729?N5Low confidence
- Year made2019Verify
Nothing is applied until you check it. The serial is flagged because one digit couldn't be read.
Or type the GC number
- Type
- Not recorded
- Manufacturer
- Not recorded
- Model
- Not recorded
A suggestion, never an automatic fill. It leaves the serial number alone.
Contacts
Pending
Leah Morgan · Boiler service
“Two-bed flat, boiler's due a service and the pressure keeps dropping. Weekday mornings are best.”
Import contacts · match your columns
- Customer nameName
- E-mailEmail
- MobilePhone
- Post codePostcode
02Getting them in
New customers land in one list.
Whether they found you online or they're coming with you from your old system, each one gets a record you can quote, book and certify from.
- From your websitePut OnPoint's enquiry form on your own site, or share its link. Each enquiry arrives with their message and photos, matched to a customer you have or waiting under Pending as a new one. It never becomes a job on its own.Enquiry forms
- From a spreadsheetPaste rows from Excel or Google Sheets, or upload a CSV, and match your columns. Anyone with the same email, phone number, or name and postcode is flagged as already in OnPoint.
- Or send it to usSend us your customers, sites and past jobs and our team imports them for you, free.
03Who sees what
Their details, handled with care.
Decide who in your team sees customers' phone numbers and emails. It's one switch per role, and it shows right there on the customer.
Hide numbers from a role
Switch off “View customer phone numbers and emails” and they show as Hidden, with no call, text or email buttons. Addresses stay visible, and certificates and reports still go to the details on file.
Built on the same file.
Everything else in OnPoint hangs off the customer and the property.
Moving from another app? See how OnPoint compares.
- Certificates62 UK types, on the property they're for
- Customer portalOne link for a landlord's whole account
- Service plansVisits that book themselves, per property
- Online booking and enquiry formsNew customers from your van and your website
- MarketingReview requests and website enquiries
- Roles and permissionsWho sees prices, numbers and emails
By trade
Questions people ask.
Anything else? Ring +44 7884 697405 or email us.
What is a customer record in OnPoint?
One record for each customer, with every property they have and the appliances at each one. Open it and you see their properties and appliances, certificates and when they're due, appointments, quotes, invoices, payments, what's outstanding or on account, their projects and service plans, and whether they want your marketing emails.
Can one customer have several properties?
Yes, as many as they have. Each property has its own address, its own tenant or site contact, its own certificates and renewal dates, its own appointments and its own service plan. A landlord with four flats is one customer with four properties.
What does OnPoint keep about each appliance?
The type, make and model, serial number, GC number, the year it was made, when it was installed, where it is in the property, whether it's registered, a photo, and the certificate that recorded it.
Can I photograph the data plate instead of typing it?
Yes. Scan the plate and the make, model, serial number, GC number, type and year fill in, with anything it isn't sure of marked for you to check. With no signal, the phone reads it itself and asks you to check every value.
Does it look up GC numbers?
Type a GC number and OnPoint suggests the make and model it belongs to. You accept it with Use this. It never fills anything in on its own, and it never touches the serial number.
Does each appliance get its own service reminder?
No. Reminders come from certificates, and each certificate belongs to a property. The customer is emailed 30 days before each certificate at each property is due, and a service plan can put the next visit in the diary for you.
Can enquiries from my website come straight in?
Yes. Put OnPoint's enquiry form on your own website or share its link. Each enquiry arrives with their message and any photos, matched to a customer you already have or as a new contact waiting under Pending for you to approve. It doesn't create a job on its own.
Can you bring my customers over from my old system?
Yes. Import a spreadsheet of contacts yourself from the Contacts page, or send us your customers, sites and past jobs and our team imports them for you, free.
Can I export my customer list?
Not as a spreadsheet yet. Reports export as CSV, including your top customers, and the OnPoint API can read your contacts.
Can I stop engineers seeing customers' phone numbers?
Yes. Switch off View customer phone numbers and emails for a role and they show as Hidden, with no call, text or email buttons. Addresses stay visible, and they can still send certificates and reports to the details on file.
What does it cost?
£19 a month for you and £9 a month for each person you add, with every feature and no contract. You get 14 days free first, with no card needed. Or pay yearly: £190 a year for you and £90 for each extra person, which is 2 months free.
Put one landlord in, with every flat.
Add a customer, their properties and one boiler from a photo of its plate. 14 days free, no card. Then £19 a month for you and £9 for each person you add, with every feature.
We'll move your customers over, free. See pricing