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Reuse what Landlord Buddy already has
The pre-tenancy workflow recognises current EPC, EICR and gas documents instead of presenting an empty upload wall.
One property record
Know what is current, what is expiring and what evidence you already hold.
Keep the core property and tenancy documents against the right record, track expiry dates and make the documents available to the tenant when the workflow requires it.
What this lets you do
Complete the job and keep the useful record behind it.
Landlord Buddy is designed around the practical workflow rather than making the landlord maintain another disconnected checklist.
- EPC, EICR, gas and deposit records kept together.
- Clear current and expiring status.
- Optional Ask Landlord Buddy document checks for relevant compliance records.
- Documents can be shared into the tenant portal and retained in the tenancy chronology.
Inside the workflow
See the next steps in the real product.
Open any screen for a larger view. The live app keeps the detailed workflow, documents and evidence together.
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Tenant confirmations
See when key tenancy documents have been confirmed in the tenant portal.
What stays on the record
The task finishes. The history remains.
The exact record depends on the route taken, but this area is designed to leave the relevant dates, decisions and documents attached to the tenancy.
- Certificate type and retained file
- Expiry / next-check date
- Document supplied to tenant
- Tenant portal confirmation where used
- AI review result where requested
Relevant rules & official sources
Keep the legal detail available without making it the whole page.
The summaries below explain why the workflow exists. Landlord Buddy helps organise the process and evidence; the official source remains the authority.
Electrical Safety Standards RegulationsElectrical installations are normally inspected at least every five years.
Landlords must obtain the electrical report and give a copy to a new tenant before occupation, and to an existing tenant within 28 days of the inspection.
How Landlord Buddy helps: Expiry tracking tells the landlord what is current or approaching renewal, while the tenant-delivery record keeps the document and chronology together.
GOV.UK: electrical safety standards guidance ↗Gas Safety (Installation and Use) Regulations 1998Gas safety is annual and the record must reach the tenant.
Gas appliances and flues covered by the duty require annual checks. Existing tenants must receive the record within 28 days and new tenants before they move in.
How Landlord Buddy helps: The gas record is stored with its date and can be shared through the tenancy workflow, reducing the chance that a valid certificate exists but the delivery evidence is missing.
HSE: gas safety records and tenant copies ↗Energy Performance of Buildings rules + MEESA valid EPC is part of the letting record.
An EPC must normally be made available when a dwelling is marketed and given free of charge to the person who becomes the tenant. Domestic PRS properties that require an EPC normally need a rating of E or above unless a valid exemption applies.
How Landlord Buddy helps: Landlord Buddy keeps the EPC, its expiry position and tenant-facing record visible from the same property workspace.
GOV.UK: EPC requirements for rented dwellings ↗Smoke and Carbon Monoxide Alarm RegulationsAlarm duties sit alongside the document duties.
Relevant landlords must ensure required smoke and carbon-monoxide alarms are installed and must repair or replace faulty alarms once informed and the fault is established.
How Landlord Buddy helps: The final move-in checklist gives the landlord a dated place to record the safety checks completed at the start of the tenancy.
GOV.UK: smoke and carbon monoxide alarm rules ↗England only · practical product guidance, not legal advice. Read the full Renters’ Rights guide →