Compliance Management for Electrical Contractors
Handle Part P compliance, certification management, and job documentation with digital tools built for electrical businesses.
The Challenge
Electrical contractors must maintain NICEIC or NAPIT membership, issue proper certificates for every job, keep test equipment calibrated, notify building control appropriately, and maintain comprehensive job records - all while managing multiple installations daily. One missed calibration date, lost EICR copy, or incomplete Part P notification can fail a supervision visit, lose client trust, or create serious liability. Paper certificate books go missing, test results are scribbled on scraps, and proving work was done correctly years ago is nearly impossible.
How Assistant Manager Solves Electrical Compliance
Each module is designed to address the specific challenges electrical businesses face every day.
Checklist Management
Electrical work requires systematic testing and documentation for scheme compliance, building control, and dispute protection - but contractors are too busy to maintain detailed paper records
The Problems
Why This Matters for Electrical
- Installation checklists and test sequences are rushed or skipped when you're under time pressure, with circuit test results scribbled on paper that gets lost or damaged
NICEIC supervision visits find incomplete test records, you can't reproduce test results for customer queries, and your scheme membership is at risk
- Part P building control notifications should be automatic for domestic installations, but rushed jobs mean you forget which work needs notifying and which installations are already registered
Building control discover unreported electrical work during house surveys, creating delays that anger customers and potentially requiring retrospective inspection fees
The Solution
How Checklist Management Helps
Installation-specific checklists with mandatory test sequences, photograph points for key stages, automatic Part P notification reminders, and digital test result recording
Every installation follows proper test sequences with photos at each stage, test results are recorded digitally, and Part P notifications are triggered automatically - creating scheme-ready documentation
Use Cases:
- • Consumer unit installation with IR, continuity, and RCD test sequences
- • Periodic inspection (EICR) checklists with observation recording
- • EV charger installation with earthing and disconnection time tests
- • Part P notification tracking for domestic installations
- • Photo documentation of DB layout, earthing, and bonding
- • Minor works completion with verification testing
- • Circuit modifications with full test verification
- • New installation commissioning procedures
Feature Screenshot
Checklist Management
Real-World Examples
Example 1: Installation checklists and test sequences are rushed or skipped when you're under time pressure, with circuit test results scribbled on paper that gets lost or damaged
Real Scenario
"NICEIC conduct a supervision visit and request test results for three recent installations. You provide certificates, but when they ask for the detailed test results backing up your IR values, you have only handwritten notes on water-damaged paper that are barely legible. They require additional supervision visits."
Example 2: Part P building control notifications should be automatic for domestic installations, but rushed jobs mean you forget which work needs notifying and which installations are already registered
Real Scenario
"A consumer unit replacement from 8 months ago wasn't notified to building control. The buyer's surveyor notes missing certification during a house sale. Your customer is furious as their sale is delayed, and you have to pay £200+ for retrospective building control inspection."
Training & Development
Electrical contractors must maintain multiple certifications - scheme membership, personal qualifications, test equipment calibration, and employee competencies - each expiring on different schedules
The Problems
Why This Matters for Electrical
- NICEIC or NAPIT membership requires annual renewal and periodic assessment, but you forget renewal dates until the scheme contacts you about expired membership
Your scheme membership lapses, you can't self-certify installations during the lapse period, and commercial clients discover you're not currently registered
- You hire an electrician but training is informal - there's no structured competency development, no record of their testing capability, and you can't verify their qualification currency to clients
Your employee makes testing errors because procedures weren't formally verified, and supervision visits question your quality control processes
The Solution
How Training & Development Helps
Scheme membership renewal tracking with 90-day warnings, test equipment calibration expiry alerts, employee competency assessment records, and 18th Edition update reminders
You never miss a renewal deadline, every employee has verified competency records, and calibration certificates are always current for supervision visits
Use Cases:
- • NICEIC/NAPIT membership renewal tracking with 90-day warning
- • 18th Edition qualification currency and update requirements
- • Inspection & Testing (2391) qualification management
- • EV charger installation qualification tracking
- • Test equipment calibration certificate expiry alerts
- • Employee competency assessment and verification records
- • Apprentice supervision and progression tracking
- • CPD activity logging for scheme requirements
Feature Screenshot
Training & Development
Real-World Examples
Example 1: NICEIC or NAPIT membership requires annual renewal and periodic assessment, but you forget renewal dates until the scheme contacts you about expired membership
Real Scenario
"You receive an email: 'Your NICEIC membership expired 6 weeks ago.' During that period you completed 12 domestic installations that should have been self-certified. Now you need building control involvement for all of them, costing you hundreds in fees and serious reputational damage."
Example 2: You hire an electrician but training is informal - there's no structured competency development, no record of their testing capability, and you can't verify their qualification currency to clients
Real Scenario
"NICEIC inspect one of your employee's installations and discover incorrect testing procedures were used. When asked about their training and competency verification, you have no records. NICEIC require you to demonstrate improved supervision procedures before continuing membership."
Document Management
Electrical certificates have a lifespan of 5-10+ years (for EICRs and installation history) - but paper systems can't maintain organized, accessible records for that duration
The Problems
Why This Matters for Electrical
- Paper certificate books are left in the van, filled in from memory days later, with copies that fade over time and originals that customers lose
Customers can't provide certificates for house sales or insurance claims, you can't find copies to reproduce them, and your reputation suffers for 'losing' important documentation
- EICRs from years ago are needed by landlords for tenant renewals or licensing applications, but paper copies are lost, damaged, or stored in boxes somewhere
Landlord clients have to pay other electricians to re-inspect properties because you can't provide historical EICRs, losing you repeat business and future work
The Solution
How Document Management Helps
Cloud-based certificate storage with instant search by property or customer, digital certificate generation with automatic copies, and unlimited historical document retention
Every certificate is instantly retrievable forever, customers receive digital copies automatically, and you can reproduce certificates years later on demand
Use Cases:
- • EICR storage and retrieval by property with observation history
- • EIC (Electrical Installation Certificate) with full test results
- • Minor Works certificates for additions and alterations
- • Part P building control certificates and notifications
- • Test result sheets with IR, continuity, and RCD data
- • Design documentation and cable calculations
- • EV charger installation certificates and earthing verification
- • Customer handover documents with digital email delivery
Feature Screenshot
Document Management
Real-World Examples
Example 1: Paper certificate books are left in the van, filled in from memory days later, with copies that fade over time and originals that customers lose
Real Scenario
"A customer selling their house needs the Minor Works certificate for socket additions you completed 2 years ago. They've lost their copy. You search your van and office but can't find your copy either. The sale is delayed, the customer is furious, and you end up paying for a surveyor to verify the work."
Example 2: EICRs from years ago are needed by landlords for tenant renewals or licensing applications, but paper copies are lost, damaged, or stored in boxes somewhere
Real Scenario
"A landlord with 12 properties needs EICRs you completed 3-4 years ago for licensing renewals. You can only find 5 of them. He pays another electrician to re-inspect 7 properties at £150 each, and you lose him as a client permanently."
Employee Scheduling
Electrical work requires specific qualifications for different tasks - inspection vs installation, EV chargers vs standard work - and scheduling the wrong person wastes time and damages reputation
The Problems
Why This Matters for Electrical
- You schedule an employee for a periodic inspection (EICR), but they arrive on site and the customer discovers they're not qualified to inspect and certify
The job can't be completed, you have to drop everything to attend yourself, the customer questions your professionalism, and half a day is wasted
- Emergency callouts arrive outside hours, but you don't know which employees are available, qualified for emergency work, and not already working maximum hours
You spend 20 minutes calling around to find available staff, by which time the customer has called another electrician, or you send someone who's already exhausted from a long day
The Solution
How Employee Scheduling Helps
Drag-and-drop scheduling with automatic qualification verification (18th Edition, 2391, etc.), real-time availability visibility, and emergency callout assignment based on competency
Every job is assigned to properly qualified staff, you see availability instantly, and the system prevents scheduling electricians for work they're not qualified to perform
Use Cases:
- • Daily job assignment with qualification matching (18th Edition, 2391)
- • EICR scheduling to qualified inspectors only
- • EV charger installation assignment to trained electricians
- • Emergency callout assignment based on availability and location
- • Commercial work scheduling with appropriate experience levels
- • Apprentice supervision scheduling (can't work alone)
- • Working Time Regulations compliance monitoring
- • Evening and weekend on-call rota with qualification verification
Feature Screenshot
Employee Scheduling
Real-World Examples
Example 1: You schedule an employee for a periodic inspection (EICR), but they arrive on site and the customer discovers they're not qualified to inspect and certify
Real Scenario
"Your employee is sent to complete an EICR for a landlord's property. On arrival, the landlord asks about their 2391 qualification. They don't have one - they can only assist on inspections. You have to drive across town to complete it yourself, and the landlord starts using another contractor."
Example 2: Emergency callouts arrive outside hours, but you don't know which employees are available, qualified for emergency work, and not already working maximum hours
Real Scenario
"Saturday evening: emergency lighting failure at a commercial premises. You spend 25 minutes calling electricians to find who's available and not already committed. By the time you find someone, the customer has called a competitor who responded in 15 minutes."
Vehicle & Equipment Management
Electrical contractors depend on calibrated test equipment for scheme compliance and well-stocked vans for efficiency - but mobile operations make tracking difficult without digital systems
The Problems
Why This Matters for Electrical
- Test equipment calibration dates are paper certificates that get wet, lost in the van, or forgotten until a supervision visit specifically asks for them
NICEIC/NAPIT visits find expired calibration certificates, potentially invalidating all test results since the expiry date and affecting scheme membership
- Van stock levels are guesswork - you discover you're out of MCBs or cable only when you need them on site, requiring merchant trips that waste billable hours
Jobs take twice as long due to parts runs, customers are frustrated by delays, and you lose productive time to unplanned merchant visits
The Solution
How Vehicle & Equipment Management Helps
Test equipment calibration tracking with 60-day expiry warnings, digital certificate storage, van stock management with low-stock alerts, and vehicle MOT/service reminders
Calibration certificates are always current and instantly accessible for supervision visits, van stock is replenished before you run out, and vehicle compliance is automatic
Use Cases:
- • Multifunction tester calibration certificate tracking and expiry alerts
- • RCD tester and clamp meter calibration management
- • Earth electrode tester and other specialist equipment tracking
- • Van stock inventory for MCBs, cable, and common components
- • Low-stock alerts for frequently used consumables
- • Tool inventory management across multiple vehicles
- • Van MOT, service, and insurance expiry warnings
- • Equipment purchase records and warranty documentation
Feature Screenshot
Vehicle & Equipment Management
Real-World Examples
Example 1: Test equipment calibration dates are paper certificates that get wet, lost in the van, or forgotten until a supervision visit specifically asks for them
Real Scenario
"NICEIC supervision visit: they ask for your multifunction tester calibration certificate. You search the van for 10 minutes and find it - expired 4 months ago. All test results during that period are questioned, and you need to re-inspect several installations at your own cost."
Example 2: Van stock levels are guesswork - you discover you're out of MCBs or cable only when you need them on site, requiring merchant trips that waste billable hours
Real Scenario
"You're halfway through a consumer unit replacement when you discover you're out of 40A MCBs. The nearest wholesaler is 30 minutes round-trip. The customer watches you disappear, the job overruns by 2 hours, and your afternoon appointment is cancelled because you're running too late."
Time Clock & Attendance
Electrical businesses employ apprentices with specific Working Time Regulations requirements, and accurate time tracking is essential for job costing and customer billing transparency
The Problems
Why This Matters for Electrical
- Staff complete timesheets from memory at week-end, rounding hours and guessing job durations, with no actual record of time on each site
You can't accurately cost jobs, can't verify claimed hours for customer queries, and have no proof of site attendance times if disputes arise
- Young apprentices work through breaks because they're eager or feel guilty stopping, and you have no visibility into Working Time Regulations compliance for under-18 staff
HSE investigation after an apprentice incident reveals routine Working Time Regulations breaches, with enforcement action and potential prosecution
The Solution
How Time Clock & Attendance Helps
Mobile clock in/out with GPS verification, automatic break monitoring for apprentices, Working Time Regulations violation alerts, and job-specific time tracking for accurate costing
You know exactly when staff are on each site, young workers get required breaks, and accurate time records support both payroll and customer billing verification
Use Cases:
- • Mobile clock in/out when arriving at customer sites
- • GPS timestamp verification for attendance proof
- • Under-18 apprentice break compliance monitoring
- • Working Time Regulations violation alerts
- • Job-specific time tracking for accurate costing
- • Travel time recording between sites
- • Emergency callout time verification and premium rates
- • Weekly timesheet generation for payroll and billing
Feature Screenshot
Time Clock & Attendance
Real-World Examples
Example 1: Staff complete timesheets from memory at week-end, rounding hours and guessing job durations, with no actual record of time on each site
Real Scenario
"A commercial client questions your invoice, saying your electrician was only on site 3 hours, not the 5 hours charged. Your timesheet shows 5 hours, but it was completed from memory. You have no timestamps to verify actual attendance, creating a billing dispute."
Example 2: Young apprentices work through breaks because they're eager or feel guilty stopping, and you have no visibility into Working Time Regulations compliance for under-18 staff
Real Scenario
"Your 17-year-old apprentice works a 7-hour day without breaks because the job overran. Later he has an accident working tired. HSE investigation reveals he routinely works without legally required breaks for under-18s. You face prosecution and your insurer questions coverage."
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