The Service & Maintenance Record is for servicing or maintaining any gas appliance, not just a boiler. Use it for a gas fire, a cooker, a water heater, a warm-air unit or a mix of appliances on one visit. It records the appliances you checked, the readings you took and the work done, then hands the customer a clear PDF of the visit.
When to use this one
- A planned service or maintenance visit to any gas appliance, on its own or alongside others.
- A rented property where the landlord or agent needs the record (there is a built-in landlord block for that).
- Anything where the customer needs proof of the service but it is not the statutory annual landlord check (that is the CP12).
If you are doing the annual landlord gas safety check, use the CP12 instead. If it is a standard boiler service, the Boiler Service Record may suit better, and a callout or breakdown fits the Gas Breakdown / Service Record. They all live side by side, so pick whichever matches the job.
Start the record
You can start one two ways:
- From the job. Open the job from Jobs and use the Gas Certificates card. Starting it here links the client, the property and the engineer for you.
- From the Gas Certs page. Go to Gas Certs, tap New certificate, and pick Service & Maintenance Record.
Fill it in
Work down the form on site:
- Service details. Set the service date and pick whether the work was a Service or Maintenance. The engineer's and the workspace's Gas Safe numbers are checked here, since every gas record carries them.
- Client and property. Link the client and the property the work covers.
- Tenancy. Say whether the property is rented. If it is, a landlord / agent block appears so you can record who the certificate is issued to. If it is not rented, that block stays hidden and is not needed.
- Appliances and service checks. Add each appliance with its location, type, make and model. For each one, work through the service checks (Pass, Fail or N/A, with a note and a photo where it helps) and record the overall result. If an appliance was not serviced, say why.
- Gas supply and pipework. The tightness test, a visual check of the pipework and the electrical bonding check.
- Findings. Optional checks for whether a warning label is attached and whether the appliance conforms to the manufacturer's instructions.
- Next service due. Mucka suggests twelve months ahead. Change it if the manufacturer interval is different.
- Sign it off. The engineer signs on screen. The customer can sign for receipt too, but they do not have to.
Everything saves as you go, so you can put your phone down mid job and pick up where you left off, even on a different device.
If something is unsafe
If you mark an appliance Immediately Dangerous, At Risk or Not to Current Standards, Mucka shows a Defects panel and offers to draft a Gas Warning Notice pre-filled with the unsafe appliances. You review and approve that like any other certificate. Nothing is sent on its own.
Approve and send
Tap Approve when it is done. Mucka shows you the outcome (pass, pass with defects, or fail) and asks you to confirm. Approving locks the record as a legal document and generates the PDF. After that it cannot be edited, only corrected.
Then tap Send. Mucka pre-fills the recipient and attaches the PDF. Check the message, then send.
Need to fix an approved record?
You cannot edit a locked record, but you can create a correction. That copies it into a fresh draft with a new serial number; once you approve the correction, the original is marked superseded and its PDF carries a "superseded" watermark. The original is never deleted.
Ask Mucka
You can ask Mucka to get one started for you:
"Start a service and maintenance record for the gas fire at 7 Westgate."
Mucka opens the draft and links it up, but it never approves or sends a record on its own. Filling in the checks, approving and sending are always your call.