Qualifications
Engineers must maintain valid certifications and qualifications to work on different products. The app tracks document expiry dates and alerts engineers when renewals are needed.
Document Classifications
Documents fall into three categories based on how they affect job eligibility:
| Classification | Effect | Example |
|---|---|---|
| Critical for validity | Expired = jobs paused for that product | Gas Safe Card, FGAS Cert |
| Required for application | Needed to submit application, doesn't block jobs | Asbestos Awareness |
| Optional skill | Enhances profile, fully optional | LPG Certificate |
Gas Qualifications
Required for Boiler and Heat Pump applications.
| Document | Full Name | Date Type | Classification |
|---|---|---|---|
| Gas Safe Card | Gas Safe Registration Card | Expiry | Critical |
| CCN1 ACS | Core Gas Safety (Domestic) | Expiry | Critical |
| CENWAT ACS | Central Heating Wet (ACS) | Expiry | Critical |
| FGA Calibration | Flue Gas Analyser Calibration | Expiry | Critical |
| Unvented Hot Water | G3 Unvented Hot Water Storage | Expiry | Critical (Heat Pump) / Optional (Boiler) |
| LPG Certificate | LPG Installation Qualification | Expiry | Optional |
| Electric Part P | Part P Building Regulations | Expiry | Optional |
Additional Gas Skills (Optional)
These certifications expand the types of gas work an engineer can perform:
| Document | Full Name | Purpose |
|---|---|---|
| CKR1 | CKR1 Gas Cookers | Gas cooker installation |
| HTR1 | HTR1 Gas Fires | Gas fire installation |
| MET1 | MET1 Meters | Gas meter work |
| DAH1 | DAH1 Warm Air Units | Warm air heating systems |
Electrical Qualifications
Required for Electrical, EV Charger, and Solar & Battery applications.
Standard Route
| Document | Full Name | Date Type | Classification |
|---|---|---|---|
| Governing Body Cert | Competent Person Scheme registration | Issue | Critical |
| BS7671 (18th Edition) | Wiring Regulations Certificate | Pass | Required |
| NVQ Level 3 | NVQ Level 3 Electrical Installation | Pass | Required |
| MFT Calibration | Multifunction Tester Calibration | Expiry | Critical |
ECS Card Route (Alternative)
Engineers with a valid ECS Gold Card can skip BS7671 and NVQ L3 documents:
| Document | Full Name | Date Type | Classification |
|---|---|---|---|
| ECS Gold Card | ECS Competency Card | Expiry | Optional (but replaces 2 documents) |
| MFT Calibration | Multifunction Tester Calibration | Expiry | Critical |
The app automatically detects when an ECS Card is uploaded and adjusts the required documents accordingly.
Governing Bodies
Engineers must be registered with one of the following competent person schemes:
- NAPIT
- NICEIC
- ELECSA
- STROMA
- ECA
Air Conditioning Qualifications
Required for Air Conditioning application.
| Document | Full Name | Date Type | Classification |
|---|---|---|---|
| FGAS Certificate | F-Gas Certification | Expiry | Critical |
Engineers working on air conditioning systems must hold a valid FGAS certificate to handle refrigerants legally.
Heat Pump Qualifications
Required for Heat Pump application (requires approved Boiler application first).
| Document | Full Name | Date Type | Classification |
|---|---|---|---|
| Level 3 Award | Level 3 Award in Heat Pump Systems | Expiry | Critical |
| Unvented Hot Water | G3 Unvented Hot Water Storage | Expiry | Critical |
Heat pump engineers also need all Gas Qualifications from the Boiler application.
EV Charger Qualifications
Required for EV Charger application (requires approved Electrical application first).
| Document | Full Name | Date Type | Classification |
|---|---|---|---|
| EV Course | Valid EV Charging Course | Pass | Critical |
EV charger engineers also need all Electrical Qualifications from the Electrical application.
Solar & Battery Qualifications
Required for Solar & Battery application (requires approved Electrical application first).
| Document | Full Name | Date Type | Classification |
|---|---|---|---|
| Solar PV Qualification | Solar PV Installation Cert | Expiry | Critical |
| Battery Qualification | Battery Storage Certification | Expiry | Critical |
| Tesla Certified | Tesla Certified Installer | Issue | Optional |
Tesla certification is optional but enables work on Tesla Powerwall and related products.
Safety Training
Required for all products. These documents must be maintained regardless of which products the engineer works on.
| Document | Full Name | Date Type | Classification |
|---|---|---|---|
| DBS Check | Disclosure & Barring Service | Issue | Critical |
| Asbestos Awareness | Asbestos Awareness Training | Expiry | Required |
| Working at Heights | Working at Heights Training | Issue | Required |
| Manual Handling | Manual Handling Training | Issue | Required |
| Ladder Training | Ladder Safety Training | Issue | Required |
| Waste Carriers Licence | Environment Agency Licence | Issue | Required |
Company Documents
Main installers (company owners) must also maintain company-level documents:
| Document | Date Type | When Required |
|---|---|---|
| Public Liability Insurance | Expiry | Always (Critical) |
| Vehicle Insurance | Expiry | Always (Required) |
| Employers' Liability Insurance | Expiry | Multi-employee companies only |
Document Tracking
Date Types
Documents use different date tracking based on their nature:
| Date Type | Meaning | Expiry Warning |
|---|---|---|
| Expiry | Document becomes invalid after this date | 30 days before |
| Issue | Date document was issued (validity inferred) | Based on rules |
| Pass | Date exam was passed (never expires) | N/A |
Document Statuses
The app displays document status in the Products section:
| Status | Display Color | Meaning |
|---|---|---|
upToDate | Green | All documents valid |
docsExpiring | Amber | Documents expire within 30 days |
docsExpired | Red | Documents expired, jobs may be paused |
Expiry Notifications
- 30 days before: Warning banner appears in the app
- On expiry: Jobs for affected products are automatically paused
Technical Notes
API Structure
Document data is stored across three sources:
- User documents: Direct properties on the user object (e.g.,
gasSafeExpiryDate) - Company documents: Nested under
company.documents.* - Application documents: Nested under
{product}Application.documents.*