Use the asset register
For trades that service the same kit again and again, keep a per-customer register: boilers, vehicles, consumer units, alarms. Pre-fills next-service reminders and underpins recurring jobs.
What it does
The asset register holds the kit you service for each customer: a boiler model and serial, a customer's vehicle make / model / VRM, a consumer unit, an alarm panel.
Each asset records what it is, when it was installed, when it was last serviced and when it is next due, plus any notes and a photo if you want one.
Why it is worth using
The big payoff is reminders. On the Autopilot plan you can switch on a reminder for any asset, and the customer is emailed one month before its Next service due date, so an annual boiler service or an annual EICR is chased automatically instead of relying on a sticky note. On Pro the register keeps the dates for you, but it does not email the customer.
It also pulls double duty as a record of the kit you have worked on if a customer phones up months later and you need to remember which model is in the cupboard.
Before you start
You will need a TradeBooked account on the Pro or Autopilot plan, and a customer in your directory to attach assets to.
Follow the full setup in TradeBooked
This is a Pro feature. Start a 10-day free trial to follow the step-by-step setup. No card needed.
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Common questions
Which trades benefit from this most?
Anyone servicing the same physical kit annually or on a cycle: gas engineers (boilers), electricians (consumer units, alarms), plumbers (cylinders, water heaters), mobile mechanics (vehicles), chimney sweeps (chimneys) and PAT testers (portable appliances).
Does it send the reminders, or do I have to chase?
On the Autopilot plan it sends them: switch on the reminder for an asset and the customer is emailed one month before its Next service due date. On Pro the register keeps the dates and shows what is due, but the chasing is yours.
What if a customer replaces an asset?
Add the replacement as a fresh asset rather than overwriting the old one. That keeps the history of what was installed and when.
Can I add a photo of the asset?
Yes, one photo per asset. Useful for serial-number plates and consumer-unit shots.
What plan do I need?
The asset register is on the Pro and Autopilot plans. Switching on the reminder email for an asset needs Autopilot.
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