Organisation and Gas Safe Identity

Settings Functions

• Set organisation name, timezone (Europe/London by default), and branding.
• Set the certificate identity: business name, address, phone, email, Gas Safe number, and VAT number.
• Configure notification preferences and renewal reminder behaviour.
• Toggle sole-trader mode and manage onboarding walkthrough state.
• Brand outgoing email: sender identity, an email logo, and your own template copy where you want it.
• Maintain the van stock list that engineers pick parts from during checks.
• Connect integrations: Google Calendar for conflict protection, Stripe for card payments, and an accounting platform where configured.
• Personal preferences live here too: each user picks their own console theme (light or dark) and density, and it follows them across devices.

Why Identity Matters

The certificate identity block is printed onto every gas safety record using a fixed document palette. If it is wrong, records are wrong. Confirm it before generating real records.

Data Quality Standard

Setup records are not just admin. They become the labels, filters, and certificate fields customers rely on later. A small naming or address mistake in setup becomes a compliance or delivery problem weeks later.

• Use one canonical spelling for every client, property, and appliance.
• Keep property addresses precise, because they drive the route planner, scheduling, and the printed record.
• Keep appliance make, model, serial, and GC number accurate so PlateScan deduplicates cleanly.
• Deactivate former engineers and historical records instead of deleting history that explains past work.
• Run bulk imports in dependency order: clients, then properties, then appliances.

Customer-Facing Consequences

If a value can appear on a record, in the portal, or in an export, write it as if a landlord or letting agent will read it. Manifold reuses operational labels across customer outputs, so there is no separate translation step at delivery time.