How to Find the Best Electrical Certificate Software or App

Records & certificates are an important part of any electrician’s work. But there’s no denying they can be a pain to constantly fill out and manage. 

Whether it be an EIC, EICR, Minor Works, or any other certificate, you’ve got to write down names, addresses and company details each and every time — and that’s before getting into the complex circuitry of some properties. You’ve then got to deal with the hassle of carbon copies, making sure the landlord, tenant, and yourself each safely get a copy. Getting them filed away is just another task, and what when you need to find an old certificate you issued a customer last year? 

Nowadays, there are plenty of apps and software out there which can help you reduce the amount of time and energy you spend on these certificates. Some can even help you look more professional in the process – which is always a plus. 

This article will walk you through all the essentials of electrical certificate apps and software, the benefits on the table, and how you can find the right app for your work.

What is electrical certificate software?

Electrical certificate software is an app (usually on your phone or tablet but also on the web / your computer) that allows you to create digital versions of electrical certificates. 

But the best electrical certificate software goes further than this. Since these records are so closely linked to other work an electrical business does like customer detail management and scheduling, it’s extremely effective to merge them into one app. 

For example, FieldRocket allows you to create any electrical certificate you need, but auto-fills all the customer, company, and property details since it can keep all this data for you as well. It also then gives you a place to file, organise, and manage all these historical records. 

Why should an electrician use software to create certificates?

 You save time

Ultimately, the biggest advantage of electrical certificate software is the time saved. Pre-filled data is a huge benefit here, but it’s also largely to do with the whole process of managing carbon copies, sending them off to all the recipients, and filing them away.

 They look more professional

Using an app also means you can easily change anything you wrote wrong or by mistake. This will keep your forms nice and neat. Some apps also let you add branding onto your certificates for a nice little touch. Lastly, there’s going to be no confusion over unclear or smudged handwriting.

 They’re easier to store

You’ll be able to slim down your office without such huge filing cabinets keeping year’s worth of records. Instead, everything is kept online in the cloud where it’s also accessible any time, from anywhere.

 It’s better for customers

Customers have come to appreciate (and even expect, in some cases) digital paperwork. Almost every business nowadays has gone paperless – just think of all the digital receipts you’ve received in the past year. The reason is simple: customers don’t have to ‘do’ anything with the certificate you’ve sent them. It’s always in their inbox or saved on their device, convenient, accessible, and safe. With paper, they’d have to file it away somewhere safe.

Try out some of our free certificate templates

Curious about electronic versions of your electrical certificates? Download some of our free fillable templates: 

What is the best electrical certificate software?

At the very bare minimum, electrical certificate software needs to be able to help you create all electrical certificates digitally. But this doesn’t mean all are equal.

Features to look for in the best electrical certificate software

• All electrical certificate templates 

The app should enable you to create paperless versions of all electrical certificates or you’ll have to have an odd mix of paper and digital records. This includes your EICRs, EICs, Minor Works certs, and so on.

• Other records (other industries, & generic)

Job sheets are commonly used across the trades, but if your business does more than only electrical work, you may find other industry certificates useful. This will keep everything in the same style and within one app. 

• Works offline 

Not all properties have reliable internet access. Fieldrocket, for example, works offline and syncs later. 

• Stores customer data 

Certificates are much quicker to fill out if the app can auto-fill the electrician’s, company’s, and customer’s data. To do this, it will need to have a customer detail management system. An app like FieldRocket can act as your sole library of customer information, keeping everything safe and easily accessible.

• Allows customisation 

These certificates carry your business’ name, and should reflect its professionalism. The app should allow you to add your logo, for example.

• Nicely designed certificates 

Goes without saying. Sometimes it’s the little things that impress customers. 

• In-app issuing to customers 

A nice little feature that will help you save time. This means you won’t have to save the file and manually email it, or even print it off to post or hand it over.

• In-app record-keeping 

Part of the benefit of going digital is the ease of it all. Look for an app that helps organise and file away your records to save you a bit of extra time. Note that the electrical certificate app should have good support, make frequent backups, and encrypt your data for this. 

• Stable & reliable 

Any app that you use for your day-to-day work needs to be something you can count on. Check reviews to make sure people aren’t having problems with the app crashing or not behaving correctly. 

• Easy-to-use 

The easier it is to learn, the faster you can adopt it into your workflow. The same goes for any new employees. 

• Custom forms 

If you’d like something specific to your niche, FieldRocket has a plan which includes custom forms & certificates.

• Good customer support

When you’re paying for a software as a subscription, check that there is helpful customer support in case you ever have a question.

How to use electrical certificate software

Every software or app will be slightly different to use. However, as an example, here is a quick demonstration of how easy it is to create an electrical certificate using FieldRocket:

Electrical certificate software vs job management software: What’s the difference?

Electrical certificate software doesn’t have to be anything other than a digital certificate creation tool. Job management software, on the other hand, is much broader and various options include the process of scheduling and planning jobs themselves.

Job management software options made for the UK trades world will often include certificate creation as part of the same package. This is because for many industries, including electrical, issuing a record or certificate is a part of many jobs. FieldRocket is a  perfect example of this. 

Read more: The Ultimate Guide to Marketing For Tradesmen

Start creating electrical certs online with FieldRocket

In today’s world, tradespeople need all the resources and tools they can get to keep their business competitive and ahead of the game. 

Job management software is rapidly becoming the norm for UK service businesses by helping them reduce the burden of paperwork, save time, and look more professional.

If you’d like a more efficient way of looking after your customer’s details and creating digital forms certificates, get started with a free trial of FieldRocket. 

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