Electrician software: certificates, jobs and EICR work

What electrician software covers

Electrician software combines job scheduling, quoting, invoicing and BS 7671 certificates in one app for UK electrical contractors. A job record can hold the site details, the quoted scope and the invoice trail alongside the certificate that records the completed work. The same customer and site details can support the quote, the invoice and the certificate. The main certificates are the EIC, the Minor Works certificate and the EICR. Landlord work drives demand. In England's private rented sector an EICR is required at least every five years, so reminders, copy forward reports and digital delivery to tenants and agents are central features. Notifiable domestic work is self-certified through competent person schemes, which places certificate production within the normal job workflow. Customer and tenant data held in the app falls under UK GDPR. The software therefore holds operational records and certificate records in the same environment, with the job as the common reference point for quoting, scheduling, invoicing and certification. That linkage is the practical difference between a combined app and a separate certificate production tool. This reduces re-entry across office tasks.

Certificate-only apps focus on certificate production, test results and report delivery. They may not cover scheduling, quoting or invoicing, so a separate office system holds the job and the invoice. Electrician software that covers the full workflow links the job record to electrical certificate software for certificate templates, observations and report issue. That link keeps the certificate aligned with the job and invoice details already held in the app. For landlord work, the app can issue an EICR to tenants and agents, and a tenant copy of an EICR is due within 28 days. Reminders and copy forward reports support repeat inspections at least every five years in England's private rented sector. The distinction is operational scope. Certificate-only tools address the certificate output, while combined software addresses the job from enquiry to invoice and certificate. The link to electrical certificate software matters because the certificate is not a standalone document in the workflow. Customer and tenant data held in the app falls under UK GDPR, so access and delivery records form part of the same operational picture. The two categories serve different operational needs.

Which features matter by type of work

In a feature matrix by type of work, sole trader work places weight on a single app that covers jobs, quotes, invoices and certificates. The sole trader workflow uses a job record that moves from quote to invoice without duplicate entry, and uses the EIC, Minor Works certificate and EICR within the same environment. Notifiable domestic work is self-certified through competent person schemes, so the certificate step sits inside the domestic job. Landlord work places weight on EICR cycle control. In England's private rented sector an EICR is required at least every five years, so reminders, copy forward reports and digital delivery to tenants and agents are central. A tenant copy of an EICR is due within 28 days. The app therefore includes a record of issue and delivery. Commercial work places weight on job records that hold the site, the quote, the invoice and the certificate together. The certificate types remain the EIC, Minor Works certificate and EICR, while the job record carries the commercial context. Customer and tenant data held in the app falls under UK GDPR across all three work types.

Commercial work in the matrix places weight on the job record as the link between the quote, the invoice and the certificate. The certificate types are the same EIC, Minor Works certificate and EICR, but the commercial job record holds the site and the work scope together with the invoice trail. For sole trader work, the matrix places weight on mobile certificate production and on the link between the job and the certificate. For landlord work, the matrix places weight on EICR reminders, copy forward reports and delivery to tenants and agents. A tenant copy of an EICR is due within 28 days, and an EICR is required at least every five years in England's private rented sector. The same app can hold customer and tenant data, which falls under UK GDPR. The matrix does not change the certificate types. It changes the operational emphasis. Sole trader work is centred on the full job from quote to certificate. Landlord work is centred on the inspection cycle and report delivery. Commercial work is centred on the job record that holds the quote, invoice and certificate together.

Landlord EICRs and repeat work

Electrician software combines job scheduling, quoting, invoicing and BS 7671 certificates in one app for UK electrical contractors. Landlord work drives demand for such systems because the private rented sector in England requires an EICR at least every 5 years. The cycle creates repeat work for contractors who serve landlords, letting agents and property managers. Software can record the date of the last inspection, the due date for the next inspection and the property or installation covered. Reminders can be generated from those records so that upcoming EICR work is visible before the due date. Copy forward reports allow a new report to start from prior asset and installation details, while the inspection results and observations are updated for the new visit. Digital delivery to tenants and agents is a central feature. A tenant copy of an EICR is due within 28 days. The app can hold delivery records and produce copies for the tenant and agent. The EICR guide can be linked for further detail on the report and its use. This supports administrative control of recurring landlord work.

Repeat work depends on accurate records and clear delivery. Electrician software can organise EICR tasks alongside other jobs, certificates and invoices. A contractor can see when an EICR is due, assign the work and keep the report with the property record. Reminders can be set for the next cycle after completion. Copy forward reports reduce repeated data entry for addresses, distribution boards and circuits, but the report content remains subject to inspection and verification. Digital delivery to tenants and agents can be recorded, including the date a copy is issued. The 28 day tenant copy requirement is a clear deadline in the workflow. The app can hold customer and tenant data under UK GDPR, so access controls and retention settings form part of the system. Landlord EICRs are repeat work, and the software links the 5 year cycle to reminders, reports and delivery records. The EICR guide provides a route to further information about the report and its role in the private rented sector. This record supports planning for the next inspection. The dates and delivery records can be reviewed in the app.

Certificates, Part P and scheme rules

Electrician software supports the main certificates used by UK electrical contractors: the EIC, the Minor Works certificate and the EICR. The EIC covers new installation work and major alterations. The Minor Works certificate covers smaller alterations and additions. The EICR records the condition of an existing installation and is used for landlord work in England at least every 5 years. The app can hold certificate templates and link each certificate to a job, a customer and an installation record. BS 7671 provides the technical basis for the certificates and for the inspection and testing recorded in them. Certificate data can be completed in the app and issued as a digital document. The software can keep a history of certificates for a property so that later work can be checked against earlier records. Part P and competent person scheme rules shape the handling of notifiable domestic work. Notifiable domestic work is self-certified through competent person schemes. The app can record the scheme notification and the certificate issued for the work. This record supports traceability for each certificate. The certificate history is held with the job and property record.

Notification within 30 days is a key date in competent person scheme work. Electrician software can track the certificate, the scheme notification and the date of issue in one record. The app can hold the EIC, Minor Works and EICR alongside job scheduling, quoting and invoicing. For notifiable domestic work, the competent person scheme route means the contractor self-certifies the work and the scheme handles the notification. The software can produce the certificate, store the notification details and retain the audit trail. Part P and competent person scheme rules form the administrative context for notifiable domestic work. The app can show which jobs are notifiable and which certificates apply. Customer and tenant data held in the app falls under UK GDPR, including data in certificates and delivery records. Access controls and retention settings form part of the system. The 30 day notification period can be displayed with the job and certificate so that the administrative step is visible. The certificate record can be linked to the property and to later EICR or Minor Works work. The EICR guide can be linked for further detail.

How to trial before buying

An electrical contractor evaluating electrician software can use a checklist to compare how the app handles job scheduling, quoting, invoicing and BS 7671 certificates. The checklist can include the main certificate types, namely EIC, Minor Works and EICR, plus reminders for private rented EICRs in England, which are required at least every 5 years. It can also cover copy forward of previous reports, digital delivery to tenants and agents, and the 28 day deadline for a tenant copy of an EICR. For notifiable domestic work, the checklist can test whether self-certification through a competent person scheme is supported. Data handling is part of the review because customer and tenant data held in the app falls under UK GDPR. The checklist can separate office tasks from site tasks, so scheduling, quoting and invoicing are tested alongside certificate creation. The checklist can also record how reminders are set for recurring EICR work and how reports are delivered digitally to tenants and agents. A trial that uses real workflows can show whether certificate data, job records and invoice details remain consistent across the app.

Offline operation is a practical test for site work, where connectivity can vary and certificate details may be entered away from the office. A trial can check whether jobs, quotes and EICR observations remain available without a signal and whether the app synchronises records when a connection returns. Copy forward is another test: an EICR for a landlord property can be started from the previous report, with dates, circuits and observations reviewed before issue. Export is a further checkpoint, covering certificates, schedules, invoices and customer records in a format that the business can retain. The trial can also verify how digital delivery to tenants and agents works, including the 28 day deadline for a tenant copy of an EICR. Because customer and tenant data held in the app falls under UK GDPR, the checklist can include access controls, retention and deletion. The checklist can record a pass or fail against each item, with notes on gaps and workarounds. A trial can cover office and site users. The outcome is a factual comparison of features against the contractor's workflows, not a single score.

Pricing and team size

Electrician software pricing can be presented per user and in tiers, so the cost model reflects the number of people who schedule jobs, issue quotes, raise invoices and produce BS 7671 certificates. A sole trader can start with a single user account, while a larger electrical contractor can compare tiers that add users or features. The tier structure can affect access to EIC, Minor Works and EICR certificates, reminders for private rented EICRs in England, which are required at least every 5 years, and digital delivery to tenants and agents. The 28 day deadline for a tenant copy of an EICR is a workflow point that can be tested against the tier. Because customer and tenant data held in the app falls under UK GDPR, the pricing review can include access controls and data handling. A per user model can be compared with a tiered model by listing the tasks each user performs and the certificate types each role needs. The review can also note whether job scheduling, quoting and invoicing are included in every tier or only in higher tiers.

A sole trader may need full job management when landlord work creates recurring EICR reminders, copy forward reports and digital delivery to tenants and agents, while quotes and invoices relate to the same job record. The same sole trader may need full job management when notifiable domestic work is self-certified through a competent person scheme and certificate evidence is kept with the job. Per user pricing for one person can be compared with tier inclusions, because a lower tier may cover certificates but not the full workflow. A pricing guide can set out current per user terms and tier differences without relying on a single headline figure. The link to the pricing guide can be used alongside the checklist from the trial. Team size affects the comparison because each additional user can add a per user charge and may need a different role. The review can list the tasks for each user, the certificate types required and the data access needed under UK GDPR. The pricing guide can also clarify how tier changes affect certificate templates, data export and digital delivery.

Data and switching

Electrician software combines job scheduling, quoting, invoicing and BS 7671 certificates in one app for UK electrical contractors. Customer and tenant data held in the app falls under UK GDPR. That data can include contact details, property information, job records, quotes, invoices and certificate content such as EIC, Minor Works and EICR reports. Because landlord work drives demand in England's private rented sector, where an EICR is required at least every 5 years, the software often holds both customer records and tenant records linked to a property. A tenant copy of an EICR is due within 28 days, so digital delivery to tenants and agents is a central feature, and the records created through that process remain data held in the app. Contractors using such software therefore need to consider how the app supports lawful handling of personal data under UK GDPR, including access to records and the practical controls available over customer and tenant information. The same records can be relevant when a contractor reviews how jobs, quotes, invoices and certificates are held together. Data handling checks can cover how records are stored, accessed and exported.

Switching software can require movement of existing records from one system to another. A practical check is whether the current app can export customer details, tenant details, property records, job histories, quotes, invoices and certificate data in a usable format. Export matters because the record set may include EIC, Minor Works and EICR information, along with the customer and tenant data that falls under UK GDPR. Migration also involves checking how exported records map to the new app, whether certificate content remains complete and whether job and invoice links are preserved. The related switching guide sets out the checks for moving records between systems. It can cover data export, migration planning, access controls and the handling of customer and tenant data during a transfer. Contractors reviewing a move can use such a guide to compare what each app provides for export and migration. Notifiable domestic work is self-certified through competent person schemes, so certificate records may form part of the operational history that needs to remain available after a switch. The guide can also point to the questions to ask about how data is held and transferred.

Frequently asked questions

How often do landlords need an EICR?

At least every 5 years in England's private rented sector, or sooner if the report says so.

What is the difference between electrician software and certificate apps?

Certificate apps focus on forms; electrician software adds scheduling, quoting and invoicing.

Can electrician software send EICRs to tenants?

Many tools email or share reports; the 28-day tenant deadline makes this worth testing.

Does electrician software work offline?

Many tools allow offline completion, which is worth testing in a trial.

Which certificates do electricians issue?

Mainly the EIC, the Minor Electrical Installation Works Certificate and the EICR.