O&M handover manuals, finished before you leave site.
The operation and maintenance manual for a plumbing and heating job, without the evening in Word. Fill the fixed sections with short notes and photos, add the useful contact numbers, upload the certificates and manufacturers' manuals, and press Generate. You get one branded PDF with a cover, a numbered contents page, every section, and the certificates merged in at the back.
No card needed. 14 days and 5 documents free. Cancel any time.
- Contents with page numbers
- Certificates merged in
- Same plans and prices
How it works
From the last radiator to a handover pack.
Written as you finish the job, while the valve locations are still in your head.
1.Fill the sections
Scope of works, system description, controls, isolation valves, bathrooms, maintenance. A few lines and a photo each.
2.Tidy the wording
Enhance turns site shorthand into clear instructions a homeowner can follow. You accept or edit every word.
3.Upload certificates
Gas safety, Benchmark, G3 unvented, warranty registration and manuals. PDFs, or photos of the paper copies.
4.Add the contacts
Your office, the boiler manufacturer, the gas emergency line, the water supplier. One table, printed in the manual.
5.Generate
Cover, contents with page numbers, sections, contacts, then every certificate and manual, in one PDF.
What you type. What they get.
Site shorthand in. Instructions a homeowner can follow.
Clear enough for the client at 2am with water coming through the ceiling, exact enough for the next engineer.
You type
stopcock under kitchen sink blue lever. gas ECV in meter cupboard by front door
They read
The mains water stopcock is under the kitchen sink, with a blue quarter-turn lever. The gas emergency control valve is in the meter cupboard beside the front door.
You type
boiler 10yr warranty, annual service by gas safe eng, check inhibitor
They read
The boiler carries a ten-year manufacturer’s warranty. To keep it valid, have it serviced every twelve months by a Gas Safe registered engineer, and have the inhibitor level checked at each service.
You upload
They get
✓ A clean page in the manual, listed on the contents page
What the document contains
The handover pack main contractors and homeowners expect.
- 1
Cover
Your logo, Operation and Maintenance Manual, the property, the client and the practical completion date.
- 2
Contents page
Every section, the contacts and each certificate and manual, with the page it starts on. Numbered for you.
- 3
Scope of works and system description
What was installed and how the system fits together: boiler, cylinder, zones, controls, pipework.
- 4
Controls, isolation valves, bathrooms
Where everything is and how to use it, with a photo of each valve, programmer and thermostat.
- 5
Maintenance and useful contacts
Service intervals and what keeps warranties valid, then a table of the numbers the client will need.
- 6
Certificates and manuals
Gas safety record, Benchmark, G3 unvented, warranty registration and manufacturers' manuals, merged in order.
Sample O&M manual
A fictional flat refit: system boiler, unvented cylinder, two bathrooms.
Pricing
One subscription. All three documents.
Every plan includes roof survey reports, building inspection reports and O&M handover manuals. Start with a 14-day free trial with 5 documents and no card. Go over your monthly limit and it is £5 a document on your next invoice, never a blocked job.
Starter
For one surveyor or engineer getting documents out the door.
£99a month
No contract. Cancel any time.
- 20 documents a month
- 1 user
- Roof, building and O&M documents
- Your logo, colours and fonts
- £5 per extra document
Team
Most popularFor firms producing documents every day.
£249a month
No contract. Cancel any time.
- 100 documents a month
- 5 users with owner, admin and surveyor roles
- Roof, building and O&M documents
- Your own report wording and 3 to 5 grades
- Deposit link, five layouts and all backgrounds
- £5 per extra document
Enterprise
For larger firms and groups with several offices.
Let's talk
- Unlimited users and documents
- Multiple branches under one account
- Template setup done for you
- Invoiced billing
Not for you after the first paid month? We refund it, less £5 for each document you generated.
Who it is for
Made for plumbing and heating engineers.
A good fit
- Plumbing and heating engineers handing over new installations and refits
- Firms working for main contractors who ask for an O&M manual at practical completion
- Engineers who want the homeowner to find the stopcock without phoning them
Not what it does
It does not issue gas safety, Benchmark or G3 certificates; you complete those in your usual app or on paper and upload them. It is not a job-management or invoicing system.
Questions
Questions heating engineers ask.
Something else? Email info@docutrades.com and we will get back to you.
Which sections does an O&M manual have?
Can I upload certificates from another app?
Does it fill in the gas safety record or Benchmark for me?
Can I add the manufacturer's manuals?
Is it a separate subscription?
Who is the manual for, the homeowner or the main contractor?
Hand over the manual on the day you hand over the keys.
Start the free trial and write the O&M manual for the job you are finishing this week.
No card needed. 14 days and 5 documents free. Cancel any time.