Sector: electrical contractors

Certificates, jobs and invoicing for electricians

Estimark issues EIC, EICR, Minor Works, CP12, gas soundness and PAT certificates with test-result fields typed to the certificate you are actually raising, a customer signature captured on the device, and a PDF at the end of it. It then quotes, schedules and invoices the remedial work those certificates turn up.

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What actually goes wrong

The certificate lives in one app and the job in another

The EICR goes out from a certification tool, the remedial quote from somewhere else, and nothing links them.

Test results typed into free text

A schedule of test results in a notes box is not a schedule of test results.

Nobody signed for the certificate

A PDF with a blank ink line is a PDF nobody can ever complete from the app.

C2s never turn into work

The observations get written up, the remedial quote never gets sent, and the revenue walks.

Sector: how it works

Which certificates can I issue?

Seven certificate types, each with the test-result sections that belong to it rather than one generic form.

Certificate	Test-result sections
EIC: Electrical Installation Certificate	Extent, supply characteristics, circuits, observations
EICR: Condition Report	Extent, supply characteristics, circuits, observations
MEIWC: Minor Works	Minor works detail, supply characteristics, circuits
CP12: Landlord Gas Safety	Gas checks, appliances
Gas soundness	Tightness test
PAT	Appliance list
Other	Free-form

Values are validated against the schema for that certificate type, so a reading that belongs on an EIC cannot be posted onto a PAT.
Each certificate stores the certificate number, issue date, expiry date, property address, who issued it, and whether the result was satisfactory.
The customer signs on the device, leaving a name, a drawn signature and a timestamp, and a signature can be cleared and retaken.
The finished certificate renders as a branded PDF.

How do I get from a certificate to a paid invoice?

The remedial work follows the same route as any other job: quote, online signature, job, invoice, payment.

The quote is built from line items priced against your price book, with VAT at your company rate.
The customer accepts and signs it in their browser without an account, and accepting it creates the job.
The invoice goes out as a branded PDF and is pushed to Xero, QuickBooks or Sage Business Cloud.
Payment status comes back from the accounting package once a day at 08:30.

Can I build my own test sheets?

Yes. The Custom Forms bolt-on is £49 a month and lets you build your own job forms and checklists with conditional logic, photos and signatures.

Forms are versioned, so a submission made against version 1 still renders correctly after you change the form.
Photos and drawn signatures are part of the form, not an attachment bolted on afterwards.

What about the van and the paperwork on site?

Field mode installs to the home screen and keeps working with no signal, and Van Stock tracks what is actually on the vehicle.

The app shell is cached, so it loads and navigates with no connection at all.
Anything you create offline is queued in the browser and replayed when the signal returns, photos included.
Van Stock is £99 a month: stock across vans and stores, consumption booked to the job, transfers and reorder levels.
Timesheets are included on every plan, and QR site attendance can create timesheet entries automatically on clock-out.

Which plan does an electrical firm need?

Solo at £39 a month for up to 2 users; Core at £129 a month up to 5 users; Pro at £299 a month up to 20 and unlimited open jobs.

Solo caps at 20 open jobs at a time. Completed, invoiced and cancelled jobs stop counting.
CIS Compliance is included from Solo and Health & Safety from Solo, so both are on every plan.
If your clients are landlords, EICRs also drop into the Property Compliance register on a 60-month cycle, and that bolt-on is priced to your stock.

Certification, in numbers

Certificate types: 7
Customer signature: On the device, timestamped
Output: Branded PDF
Solo: £39/month
Custom Forms: £49/month
Van Stock: £99/month
EICR interval: 60 months

Which plan

Core

£129/month

Core covers up to 5 users with no job limit, the usual shape of a small electrical firm with a few sparks and an apprentice on the books.

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What you get

Certificates: EIC, EICR, Minor Works, CP12, gas soundness, PAT
Quotes, online acceptance and signature, jobs
Invoicing, payment ledger and accounting push
Offline field mode on any phone or tablet

Solo is £39/month for 2 users and 20 open jobs, with CIS, Health & Safety and Variations included. Core is £129/month for up to 5 users and adds Job Costing, Purchase Orders and the client portal.

Every module and price →

Questions

Electricians: frequently asked

Can Estimark produce an EICR?

Yes. Estimark issues EIC, EICR, Minor Works, CP12, gas soundness and PAT certificates. Each type has its own typed test-result sections; an EICR carries extent of the installation, supply characteristics, circuit details and observations, and the values are validated against that type. The customer signs on the device and the certificate renders as a branded PDF.

Is Estimark a certification app or a job management app?

Both. Certificates sit against the job, so an EICR observation can become a quote, the quote is accepted and signed online by the customer, accepting it creates the remedial job, and the job is invoiced and pushed to your accounting package.

How much is Estimark for an electrician?

Solo is £39 a month for 2 users and 20 open jobs. Core is £129 a month for up to 5 users with no job limit. Pro is £299 a month for up to 20 users. Every plan has a 14-day free trial.

Does it work without a signal in a plant room?

Yes. Estimark installs to your home screen and its field mode caches the app shell, so it loads with no connection. Anything you create offline, photos included, is queued in the browser and replayed automatically when you get signal back.

Try it on a real job.

14 days, full access, every plan. No implementation fee.