# Record a service and maintenance visit

Source: https://help.mucka.ai/gas-certs/record-a-service-and-maintenance
Category: Certificates
Last updated: 2026-09-09

> Log a Service & Maintenance Record for any gas appliance, with a service or maintenance work type, an optional rented-property landlord block, per-appliance checks and a next service date, then send it as a PDF.

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:

1. **From the job.** Open the job from [**Jobs**](/jobs) and use the **Gas Certificates** card. Starting it here links the client, the property and the engineer for you.
2. **From the Gas Certs page.** Go to [**Gas Certs**](/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.

  The grid is deliberately not a boiler grid. Alongside the burner, heat exchanger and flue checks it asks about the **fireplace opening and void**, the **closure plate** and the **return air / plenum** — the things you check on a gas fire or a warm-air unit and never on a combi. There is also a **no gas or water leaks** check and a **condensate trap** check. Anything that does not apply to the appliance in front of you is N/A, and N/A counts as answered.
- **Gas supply and pipework.** The tightness test, a visual check of the pipework and the electrical bonding check. Underneath those there are boxes for the **standing pressure** and the **working pressure**, both locked to mbar. Both are optional and neither holds up approving the record, so fill in whichever you took. Only the ones you filled in print on the certificate, so a blank pair costs the customer nothing. There is no right or wrong figure flagged here on purpose: natural gas and LPG sit at very different pressures, and the record does not ask which fuel it is, so the reading is yours to judge.
- **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. Tap the signature box and the signing pad opens full screen, with room to sign properly.

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.
