Renewal reminders

Next year’s work, booked by this year’s certificate

The landlord you certified in March is a job again next March. CertBox is what makes sure he books it with you.

Expiry tracking in the app is free; customer-facing renewal reminder emails are Pro.

The gas safety certificate you issued last March expires next March. If nobody notices, the landlord drifts to whoever texts them first. Do your own sum: take the number of annual certificates you issue, times what you charge, times the share of those customers who quietly go elsewhere. That is the money the paperwork you have already done should be bringing back, and for most engineers it is the largest number in the business that nobody is looking at.

What you get

  • Every certificate’s expiry date tracked automatically
  • Pro: reminder emails sent to your customers at 60 and 30 days before expiry, from your business name, prompting them to book you again
  • Renewal reminders also drive service reminders for annual work
  • The address you email a certificate to is kept, so the reminder has somewhere to go
  • Bring last year’s work with you — import your properties and clients from a CSV, free, and the renewals start coming round straight away

How it works

1

Issue the cert

The expiry date is captured when you create the certificate — nothing extra to set up.

2

See it coming

Every expiry is tracked and flagged in the app, with the soonest ones surfaced first.

3

Let the customer hear it too

On Pro, the customer gets the reminder as well — with your name on it, before a competitor’s flyer lands.

Common questions

What’s the difference between free and Pro reminders?

Free shows you every expiry date and flags them in the app. Pro emails your customer before the renewal is due — the email that actually rebooks the job, from your business name with your contact details.

What is this actually worth to me?

Do the sum with your own numbers. As an example: 100 landlord gas safety certificates a year, at your own price, and one in five landlords going elsewhere at renewal because someone else got to them first. That is twenty jobs a year you did the work to earn and did not get. Pro is £14.99 a month, £179.88 a year. On those example numbers you need to win back three of the twenty to be ahead. We are not claiming a recovery rate — CertBox is new and its first renewals fall due in 2027 — but the arithmetic is the reason the feature exists.

How much time does it save?

The alternative is a diary note and an evening on the phone: pulling last year’s list, working out which ones are close to running out, and ringing round. CertBox does the watching, and the customer gets the email whether or not you remembered. What you spend is the minute it takes to email the certificate to the customer when you issue it, which also saves you posting it.

Can I turn reminders off?

Quote and invoice follow-ups each have a toggle in your notification settings.

Try it on your next job

Free to start. No card required. Set up in minutes.