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Plumbing, heating and trades pack

Anyone working on gas appliances in the UK must be on the Gas Safe Register, and landlords must hold an annual gas safety record for every appliance. Consumer contracts agreed in a customer's home carry a fourteen day cancellation right that most trades never mention in writing.

Sector pack · 28 documents · 164 pages

The short answer

Anyone working on gas appliances in the UK must be on the Gas Safe Register, and landlords must hold an annual gas safety record for every appliance. Consumer contracts agreed in a customer's home carry a fourteen day cancellation right that most trades never mention in writing.

Who this pack is for

  • Plumbing, heating, electrical and general trade firms
  • Sole traders with one or two employees or subcontractors
  • Installers quoting for work in customers' homes
  • Businesses handling boiler and heat pump grant work
  • Trades tendering for landlord or agency contracts

Not for you if: You need scheme specific certification paperwork from your competent person scheme. This is the business file around it.

What it solves

1

A customer cancels after work starts and demands a full refund.

2

A job goes wrong and there is no written quotation or scope.

3

An agency asks for your qualification register and insurance file.

What the law requires

Gas and competence registers

Gas work must be carried out by a Gas Safe registered engineer, and landlords must have an annual safety check with a record given to tenants within twenty eight days.

Source: Gas Safety (Installation and Use) Regulations 1998

Cancellation rights in the home

Contracts agreed in a consumer's home are off premises contracts. The consumer has fourteen days to cancel and must be given written notice of that right, or the period extends by up to twelve months.

Source: Consumer Contracts Regulations 2013

Quotations and consumer rights

Services must be performed with reasonable care and skill, and price must be reasonable where not fixed. A written quotation with scope and exclusions is what prevents most disputes.

Source: Consumer Rights Act 2015

What is in the pack

IDDocumentPages
PLM-01Gas Safe and qualification registerGas Safety Regulations 19984
PLM-02Boiler and heat pump job sheetManufacturer and scheme requirements4
PLM-03Customer quotation with cancellation noticeConsumer Contracts Regs 20135
PLM-04Warranty and callback policyConsumer Rights Act 20154
PLM-05Parts and materials recordHMRC records3
PLM-06Van stock and tool registerHSE PUWER3

Includes the core twenty two: employment contract, staff handbook, disciplinary, grievance, absence, holiday, right to work, leaver, pay and pension, customer and employee privacy notices, retention schedule, data protection policy, subject access procedure, health and safety policy, risk assessment, fire risk assessment, accident book, terms of sale, late payment letters, expenses policy, year end checklist.

How updates work

Every document carries a version number and a reviewed date. On the first Tuesday of each month the pack is checked against its primary sources. If anything has changed you receive the updated file and one line explaining what moved and why. If nothing has changed you receive an email saying so.

April and the Budget are the months when most figures move.

Questions

Does this include certification forms?

No. Benchmark and scheme certificates come from your competent person scheme. This is everything around them.

Do I really need a cancellation notice?

Yes, for work agreed in a customer's home. Omitting it is the single most common trade error in consumer disputes.

Does it cover electrical work?

The business documents apply to any trade. Part P certification remains scheme specific.

Is it useful for a sole trader?

Yes, the employment documents are optional and marked as such on the cover sheet.

How is it delivered?

By email, as Word and PDF files, personalised with your company details.

Sources

Built from published UK primary sources only: Consumer Contracts Regulations 2013, Consumer Rights Act 2015, Gas Safety (Installation and Use) Regulations 1998. No secondary or aggregator sources are used.

Order the plumbing, heating and trades pack, or ask about an association licence covering your whole membership.

Email support@kaeltripton.com

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Templates, not advice

These documents are drafted from published UK primary sources and are a starting point you adapt to your own circumstances. They are not legal, tax or immigration advice, and documents you edit become your responsibility.

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