Three levels
It sounds like a technicality until you have nine flats
Model a customer as a name and an address and you get one renewal date for nine appliances, a history that mixes up which flat, and a certificate that can't say which boiler it was for.
Level one
The contact
Who you invoice, who you chase, who has an account balance. A managing agent, a landlord, a homeowner, a builder.
R. Ellery Property Ltd
£1,284.00 outstanding
Level two
The property
Where the work happens. The homeowner has one, the landlord has nine, the agent has sixty — each with its own address, its own history and its own renewal dates.
Flat 4, Wold Court
NN1 4RD · 6 visits since 2023
Level three
The appliance
What the work is actually on. The boiler in flat 4's airing cupboard — make, model, serial number, GC number, where in the property it sits, when it was installed, and a photograph of it.
Vaillant ecoTEC plus 825
GC 47-044-31 · airing cupboard
Because a certificate names an appliance at a property rather than just a customer, “when is that boiler due?” has an answer — and so does “which of these nine is the one that keeps failing”.
The data plate
A gas certificate is not a place for a confident guess
Typing a serial number off a plate behind a boiler, upside down, by torchlight is one of the small miseries of the job — and it's the field most likely to be wrong, because nobody proofreads a sixteen-character string.
The photograph
Airing cupboard, flat 4. Torch in one hand, phone in the other.
What it filled in, and how sure it is
It tells you which fields it isn't sure about.
A serial number that's confidently wrong is worse than a blank one, because nobody looks at it again. Low-confidence values are flagged for you to check rather than dropped in silently.
The photograph stays on the appliance record, so next year's engineer can read the plate without getting behind the boiler again.
Reading a plate needs a connection. The rest of the record — properties, appliances, history — is on the device. Field mode · how the reading works.
One record
Everything you'd want before knocking on the door
In one place, without opening four screens or ringing the office. It's a record of work done on physical things — not a sales CRM with pipelines and lead scoring.
Every property, and every appliance in each
With where in the building it sits, and when it went in.
Every certificate, and what's due
Per appliance, per property. Certificates.
Every appointment
Past and upcoming, against the property it was at.
Every quote, invoice and job sheet
Including the quote they actually agreed to.
Paid, outstanding, and on account
Including money sitting on account with nothing to allocate it to yet.
Their projects
Longer runs of work grouped, rather than a list of loose jobs.
A small thing you'd feel daily
It opens over what you were doing, and survives you using it
Open a customer from an invoice, click through to another of their invoices to compare, and the record is still there. You haven't lost your place, and you don't have to go and find the customer again.
Most software makes you navigate away to look someone up — which means every comparison costs you whatever you were in the middle of.
INV-1204 · what you were doing
Why it compounds
In year one this is data entry. In year three it's the reason you win the work.
You know that boiler. You fitted it. You have the photographs, you know it's had three call-outs on the same fault, and you can tell the customer that before you arrive. The engineer who turns up knowing the history isn't competing on price.
It's also what makes everything else in OnPoint correct. A renewals list is only as good as the appliance records under it, and a certificate is only findable later if it's attached to something more specific than a name.
Straight answers
Including what it doesn't do for you.
01Can one customer have several properties?
Yes — as many as they have. Each property carries its own address, its own history and its own renewal dates, so a landlord with nine flats gets nine sets rather than one.
02Can I keep a record per boiler?
Yes. The appliance is its own record — make, model, type, where in the property it sits, and its own service history. That's what lets you tell which of nine boilers keeps failing.
03Does it store the serial and GC number?
Yes, both, on the appliance record — so they're on hand for the certificate rather than being read off the plate again every year.
04Can I photograph the data plate instead of typing it?
Yes. Make, model, serial number, GC number, appliance type and year of manufacture are read off the image and filled in — each with its own confidence, and anything it isn't sure of is flagged for you to check rather than dropped in silently. You confirm before it's used on paperwork. Reading a plate needs a connection.
05Does it know when an appliance is next due?
Yes. Because a certificate names an appliance at a property, the renewal date belongs to that appliance — not to the customer as a whole. Reminders chase them ahead of expiry.
06Can I see every certificate for one property?
Yes — the property holds its own certificate history, including ones for appliances that have since been replaced. Your customer can see their own copies through the portal.
07Can I see a customer's full history in one place?
Yes: properties and appliances, certificates and what's due, appointments past and upcoming, quotes, invoices and job sheets, what they've paid, what's outstanding, anything on account, and their projects. It opens over whatever you were doing and stays there while you use it.
08Can I attach photos to an appliance?
Yes — including the data plate photograph, so next year's engineer can read it without getting behind the boiler again.
09Can I record when an appliance was installed?
Yes, along with the year of manufacture. You can also mark an appliance as registered and record the date — but that's your own record: OnPoint doesn't register it with a manufacturer or with Gas Safe, and doesn't notify Building Regulations.
10Does it work for managing agents with many landlords?
Yes. The agent is the contact you invoice and chase, with as many properties under them as they manage, each with its own appliances and dates. That's the case the three-level structure exists for.
11What does it cost?
£19 for the first seat and £9 for each seat after. All of it is on every plan — there's no higher tier. See pricing.
Put one landlord in and add all nine flats.
14 days free, no card. Photograph one data plate and see what comes back — including what it tells you to check.