Support
Help centre
Short, practical guides to getting the most out of Emberly. Can't find it? Contact the team.
Getting started
Getting started with Emberly
Set up your company profile, logo and team so every certificate and job looks right from day one.
Creating and sending certificates
Fill in BS 5839-1 Annex G and other certificates on your phone and send a branded PDF.
Adding your team and setting permissions
Invite engineers and choose exactly what each one can do.
Importing devices into an asset register
Upload a device list exported from the panel instead of typing it.
Tracking van stock
Know what's in each van and get warned before you run out.
Getting help from the Emberly team
Message us from inside the app and get replies by email too.
Jobs & diary
How to raise a job
Create a job, book an engineer and track it from first enquiry to invoice.
Using the diary and booking engineers
See who is where, move visits and send customers a confirmation.
Clocking in and out of jobs
Record time on site to the second and add the hours to an invoice if you want.
Setting up repeat servicing jobs
Create a job once and let Emberly raise the next visit each time one is completed.
Writing a call-out report
Record the fault, the fix, parts used and get the customer to sign on screen.
Customers
Billing & plans
Quotes and invoices
Build quotes from your products and services, turn them into invoices and email them as PDFs.
Managing your plan and billing
Upgrade, change plan or cancel your Emberly subscription.
Adding products and services
Build a price list so quotes, invoices and jobs take seconds.
Connecting Xero
ProSend quotes and invoices to Xero and bring paid status back automatically.
Pro features
How the customer portal works
ProGive each client a private link to their jobs, certificates, quotes, invoices and fire logbook.
How to set up a customer portal
ProTurn on a client's portal and share the link in under a minute.
Out-of-hours call-out rota
ProPlan who covers evenings, nights and weekends, and see who is on call now.
Building automations
ProWhen something happens in Emberly, choose what happens next.
Managing sites, faults and disablements
ProTrack each building's service dates, open faults and disabled zones.
Servicing a site by scanning devices
ProLabel every device, then scan each one with your phone as you test it.
Printing QR panel stickers
ProPut a QR sticker on the panel that opens the site's fire logbook.
Creating custom job forms
ProBuild your own checklists and forms and choose how the PDF looks.