Electrical Contractor Job Management Software

Job booking with property type, work scope description, and engineer skill and certification requirements -- including electrical licence class (C1 for basic installation, C2 for inspection and testing, or authorised person designation for high-voltage work) so only qualified engineers are assigned to jobs matching their authorisation level. Schedule view by engineer and by date with drag-and-drop rescheduling and colour-coded job status. Emergency job insertion with automatic notification to the assigned engineer via mobile app push and SMS. GPS dispatch showing available engineers near the job address, with route optimisation via Google Maps Directions API or HERE Routing to sequence multi-job days efficiently. Job confirmation sent to the customer by SMS and email with date, time window, and engineer name. Job capacity view per engineer for forward planning, accounting for travel time between jobs so the schedule reflects what is actually achievable in a working day. Access notes, distribution board location, site hazard notes, and property details visible on the schedule and on the engineer's mobile app before they arrive. Recurring inspection jobs created automatically from the previous certificate date plus the recommended inspection interval -- 5 years for domestic EICRs, 3 years for rental properties -- so future jobs are in the system without manual diary entry.

Engineer records circuit test results directly in the mobile app on site -- no paper, no double entry. Values entered per circuit to the decimal place required by the test instrument: insulation resistance in megaohms, ring continuity in ohms, earth fault loop impedance (Zs) in ohms, and RCD operating time in milliseconds at 1x and 5x rated residual current. Circuit schedule built on site as circuits are tested -- circuit description, wiring system, protective device type, rated current, and cable reference method entered per circuit in line with NEC or BS 7671 wiring regulation circuit schedule requirements. Automatic pass/fail calculation for each test value against the applicable BS 7671 limiting values for the circuit type and protective device -- flagging immediately if a measured Zs exceeds the maximum permitted for the overcurrent device in circuit, so the engineer knows on site rather than back in the office. Observation recording with IET code classification -- C1 (danger present), C2 (potentially dangerous), C3 (improvement recommended), and FI (further investigation required) -- entered against the affected circuit or location with a description field. Pre/post-trip style inspection checklist at job start and end for van stock verification and on-site safety checks. Inspector details, scope of inspection, and declaration recorded in the app before submission. Digital signature capture for inspector and client on the device screen, applied to the certificate at generation.

EICR (Electrical Installation Condition Report), Electrical Installation Certificate (EIC) for new installations, and Minor Works Certificate generated directly from the inspection data entered on site -- no re-entry, no transcription errors. Compliant format meeting BS 7671 Amendment 3 layout requirements, with all mandatory fields populated from the recorded data including the full circuit schedule, test result summary, observation list with C-code classifications, and overall condition assessment (Satisfactory or Unsatisfactory). PAT test records generated in the same workflow for portable appliance testing jobs -- asset description, make, model, serial number, earth continuity and insulation resistance results, and pass/fail outcome per asset. Engineer digital signature captured in the app and embedded in the generated PDF. Contractor details, supervising engineer name, and inspector declaration applied from the engineer profile so the certificate is complete without office intervention. Certificate PDF emailed to the customer immediately on completion -- or held in a review queue for an office supervisor to approve before issue, depending on the contractor's quality assurance process. Certificate number generated automatically in sequence per certificate type per contractor. Previous certificates for the same property linked to the new record, creating a continuous inspection history that supports the periodic inspection regime.

All certificates stored and indexed by property address, customer name, certificate number, certificate type (EICR, EIC, Minor Works, PAT), and issue date. Full-text search across all indexed fields returns results in under a second regardless of archive size -- a contractor with five years of records can find a 2020 EICR for a property as quickly as one issued last week. Compliance document tracking alongside certificates: EICR and PAT test certificates flagged with next-due dates so the archive doubles as a renewal pipeline. Certificate accessible to office and field staff with role-based access -- engineers see their own issued certificates and the property history for jobs currently assigned to them. Office managers and administrators have full archive access across all engineers and all properties. Customer portal for self-serve certificate download -- the customer logs in, sees all certificates issued for their properties, and downloads the PDF without a phone call to the office. Ideal for landlords managing multiple rental properties who need certificates available on demand for local authority licensing checks. Certificate re-issue from the archive without regenerating the record. Materials management: van stock tracking linked to jobs so parts used on site are recorded against the job record and deducted from the engineer's van inventory, feeding materials cost into the invoice.

EICR observations listed with C1, C2, and C3 IET code classification, the affected circuit reference, location description, and the specific BS 7671 regulation the observation relates to -- so the report reference is accurate and defensible if a customer or their solicitor queries it. Remedial work quotation generated directly from the observation list: each C1 and C2 observation becomes a priced line item in the quote with the regulation reference retained, so customers understand what is being fixed and why. Customer approves the quote electronically via the customer portal, triggering scheduling of the remedial work as a follow-up job linked to the original EICR and assigned to an appropriately qualified engineer. Site photos captured in the mobile app on site attached to the relevant observation, providing photographic evidence of the condition found for customer communication and any subsequent dispute resolution. Invoice generation for completed jobs integrated with QuickBooks or Xero -- job cost (labour time plus materials from van stock record) flows to the invoice automatically, reducing the time from job completion to invoicing. Remedial completion sign-off linked to the original certificate, updating the EICR record to show which observations have been remedied, by whom, and on what date. Outstanding remedials report for the office showing all EICRs with unsatisfied C1 or C2 observations and the customer's last contacted date, so no dangerous installation falls through the follow-up process.

All previous visits, certificates, inspection records, test results, site photos, and customer equipment records stored against the property address -- accessible to any engineer attending a return visit in the mobile app before they arrive on site. Previous EICR circuit schedule visible for reference when carrying out a new periodic inspection at the same property, showing the circuit layout, previous test values, and historical observations so the inspector can see what has changed since the last inspection. Historical fault and observation data -- including prior C1 and C2 observations, whether they were remedied, and how -- visible to inform the current inspection scope and the inspector's expected findings. CRM layer with customer equipment history: boiler, distribution board make and model, fuse type, and installed consumer unit date recorded per property and visible to the attending engineer. Property notes for access codes, distribution board location, hazardous areas, key contact, and customer communication preferences available on the mobile app job card. Multiple properties managed under one commercial client account -- a landlord with 20 rental properties or a facilities manager with 10 commercial sites has all properties in one account with separate job, certificate, and invoice records per site. The job history view that means an engineer attending a property for the first time has the same context as the one who has been there three times before.