Unsigned Certs
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Shortcuts
Quick Actions
Account
Your account
Logged in
Electrician
Open admin controls or log out from your account window.
Settings
Desktop settings
Wallpaper
Choose a wallpaper
Admin
Admin
Defaults
Rate Settings
Core pricing used across quotes and jobs.
Certificate Signature
User Signature
Upload the saved signature for the currently logged-in electrician.
Login Security
Two-Factor Authentication
Enable authenticator app codes for each electrician.
Authenticator Setup
Scan With Microsoft or Google Authenticator
Generate a setup key, scan the QR code, then enable 2FA for that user.
Cable Suppliers
Source Pricing
Manage 50m and 100m reference prices for each supplier.
Calendar
Shared Planner
The calendar is now managed directly in the app. Add, edit and remove shared jobs from the Calendar workspace.
Client Pricing
Contracted Client Overrides
Apply personalised pricing per client and item.
Add New Items
Catalogue Builder
Create catalogue items with separate Supply & Fit and Replacement prices for Quote Builder.
Items Listed
Base Item Pricing
Calendar
Planner
Company Calendar
Shared View
Month
New Job
Installation Details
Job Planner
Create A Job
Build the job record.
Job Type
Step 1Address
Step 2Client
Step 3Work Tracker
Step 4Job Details
Work Tracker
Started
To Be Done
Completed
Jobs
Job Browser
Job Browser
Open & Browse Jobs
Find, reopen and sign off job records.
Open Jobs
Job Browser
Browse
Find Jobs
Worksheets
Work Summary
Write up what was done for a quick invoice
New Summary
Job Summary
Certification
Minor Works (Single Circuit)
Generate and archive site certificates
New Certificate
Minor Works (Single Circuit)
Minor Electrical Works Single Circuit
Description of the Minor Works
EICR Report Details
Presence and Adequacy of Installation Earthing and Bonding
Supply, Earthing and Main Switch
Multiple Circuits
Circuit Pages
Circuit Details
Test Results
Meter Serial Numbers
Inspection Schedule and Observations
Inspection Schedule
EICR Inspection Schedule
Observations
Photos and Codes
Declaration
Guidance for Recipients
Notes
Notes
Shared Team Notes
Shared Workspace
New Note
Timesheets
Timesheets
Labour Hours
New Entry
Log site time
Quote
Quote Builder
Quote Builder
Create An Estimate
Build, compare and send customer quotes.
Quote setup
Job details
Build
Add items
Use this when the item is not listed in the catalogue.
Added
Materials & Extras
Hourly model
Labour
Used only to compare the hourly model against the priced model.
Fixed costs
Controls
Visits, minimums and certification stay fixed regardless of VAT.
Quotes
Acceptance Tracker
Customer Acceptance