Questions about CertSync.

CertSync is electrical certificate software for UK electricians. 13 certificate types — EIC, EICR, MEIWC, EVCP, Emergency Lighting, Fire Alarm, PAT, VIR, Danger Notice, Solar PV, Battery/EESS, Lightning Protection, BS 7909 Temporary Events — in one app, with live BS 7671 circuit checking on EIC and EICR and a clean PDF that follows the layout conventions electricians expect. Works on iPhone, iPad, Android, Mac and Windows. Works offline on site. From £15/month. Cancel any time.

Not a trial in the usual sense — your first month is free instead. A £30 credit is applied to your first invoice automatically, with no promo code to enter. It is sized to cover a team of up to 4 people including the admin, so most first months cost nothing; a larger team pays its monthly total minus the credit. A card is required to start, nothing is charged until the credit is used up, and you can cancel any time from the billing page.

Sign in, open your dashboard, and click "New certificate". Pick the type — any of the 13 — and start filling. Required fields are checked on every type; live BS 7671 circuit checking runs on EIC and EICR as you go. On a laptop or desktop the PDF preview updates beside the form, and on a phone you can preview it any time, so you can see the finished document before you sign. Save a draft any time, or sign and send when you are ready.

Yes. On the Customers page, choose Import CSV and upload your list saved as a CSV file. Each row becomes a customer with their contact and site details, customers you already have are skipped, and you see what happened to every row. Admins, Supervisors and Office staff can import; Installers cannot.

Today: UK electrical work — domestic, commercial and industrial — across all 13 certificate types. We do not cover gas, HVAC, or heat pumps yet; more trades are on the roadmap.

An EIC (Electrical Installation Certificate) is issued for new electrical installations or additions to existing installations. An EICR (Electrical Installation Condition Report) is used for periodic inspection and testing of existing installations. EICR includes condition assessment codes (C1, C2, C3, FI) while EIC certifies compliance of new work. See all 13 certificate types at certsync.co.uk/certificates.

EIC, EICR and MEIWC follow BS 7671:2018+A4:2026. The VIR is a visual-only report prepared to BS 7671 principles, not a BS 7671 model form, and the Danger Notice is a warning record supporting duties under the Electricity at Work Regulations 1989, not a BS 7671 certificate. Fire alarm certificates follow BS 5839-6 (domestic) and BS 5839-1:2025 (non-domestic). Emergency lighting follows BS 5266-1:2025. EV charge point and PAT records follow the relevant IET Codes of Practice. Solar PV follows BS 7671 section 712 and the IET Code of Practice for Grid-Connected Solar PV. Battery storage follows BS 7671 Chapter 57, with PAS 63100:2024 for dwellings. Lightning protection follows BS EN IEC 62305 and BS 7430:2026. Temporary event systems follow BS 7909:2023+A1:2024. On EIC and EICR, circuit test results are checked against the applicable BS 7671 limits as you enter them.

There is no limit on the number of circuits you can add to a certificate. Add as many circuits as your installation requires. The PDF will automatically paginate circuit schedules for larger installations.

Yes — conversion works both ways between an EIC and an EICR. Open a signed EIC and use Create EICR from this, or open a signed EICR and use Create EIC from this. CertSync starts a new draft of the other type and copies everything the two certificates share: client and installation details, supply characteristics, earthing and bonding, boards, circuits and the recorded test results. A test that was never recorded (for example an RCD trip time) simply stays blank for you to fill in. EICR observations, condition codes and the overall assessment never carry into an EIC, and the new certificate is always a draft — you review it, complete its declarations and sign it yourself.

Yes. Photo evidence attaches to observations and defects, embeds in the PDF, and stores in the cloud — particularly useful for C1 and C2 records on an EICR. Photos you take offline are held encrypted on the device and upload on their own once you reconnect, so the rest of the certificate keeps going and you do not have to come back to the photo.

Digital signatures in CertSync use the simple-electronic-signature standard. Each signature includes a timestamp for audit purposes. Note: CertSync uses simple electronic signatures, not qualified electronic signatures (QES) under UK eIDAS. Some authorities (e.g. Building Control submissions) may require a wet signature in addition — check with your local authority.

Yes, where the job includes a generating installation. The EIC certifies the electrical work to BS 7671; the Solar PV Commissioning Certificate additionally records the string/inverter test results and the G98/G99 DNO connection pathway required by BS 7671 §712. CertSync links both certificates against the same site.

No — PAS 63100 is scoped to dwellings. Commercial and industrial battery installations follow BS 7671 Chapter 57, which requires the battery's location and fire protection to be selected taking the premises fire risk assessment into account, supported by the IET Code of Practice for Electrical Energy Storage Systems, 3rd edition. A dwelling over 200m² sits outside PAS 63100's stated scope but is still a dwelling — the same fire-safety principles can be applied with a fire safety expert consulted, rather than switching to the non-domestic route. CertSync's Battery/EESS certificate routes to the correct checklist based on the sector you select.

The Lightning Protection Level (LPL I to IV) is set by a BS EN IEC 62305-2 risk assessment and determines the protection efficiency the system must achieve. It is not the same thing as the class of LPS — the construction specification chosen to deliver that level, also numbered I to IV; CertSync records the level your risk assessment produced. It applies identically to domestic, commercial and industrial structures — there is no separate sector rule, unlike some of CertSync's other certificate types.

You are, as the contractor named on it. Every certificate states that the named contractor is responsible for its contents, and the footer reads "Prepared using CertSync". CertSync is the tool you fill it in with: it does not check your work on site and it does not verify your qualifications.

Print a QR sticker for the certificate from the QR action in your certificate list and fix it at the installation. Scanning it opens a public verification page on certsync.co.uk. The visitor enters the property postcode to see the certificate's technical details, and the customer's personal details are not shown.

No. A QR code is created when you print a sticker from the QR action on that certificate. Until then the certificate has no public verification link.

Yes. Email the signed PDF to your customer from the app, and the certificate records that it was sent. Sending needs a connection.

Every certificate prints in a standard section order, with every option of a choice field shown and your answer ticked, so the reader sees what was chosen and what was not. The footer reads "Prepared using CertSync", and the certificate names the contractor as responsible for its contents. Certificates you signed before a layout change keep the look they were signed with.

CORE — £15 a month. All 13 certificate types. Unlimited certificates. Cloud storage for the duration of your active subscription. Professional, watermark-free PDFs. Electronic signatures. Team workflow built in. A £30 first-month credit is applied to your first invoice — it covers the whole invoice, not just the base. The credit is one-time — it only offsets your first invoice and isn't a recurring discount. It's capped at that first bill, so a sole trader uses £15 of it; you only get the full £30 if your first month's seats bring the bill to £30 or more. Team seats: +£5/user (2–10) · +£3/user (11+). No annual plan. No per-certificate charge. So a sole trader's first month is free (£0), then £15/month. A 5-person team's first month is £5 (£35 total, minus the £30 credit), then £35 from month two. PRO — £25 a month. Everything in CORE, plus projects (jobs grouped with their certificates attached), a team schedule and per-day staffing, and bulk delivery of a job's signed certificates in one action. PRO adds features, not certificate types — both plans include all 13. Team seats: +£8/user (2–10) · +£5/user (11+). Its first-month credit is £49, sized to cover PRO's own base plus three seats. See certsync.co.uk/pricing for the full breakdown and a team calculator.

Yes. You can cancel your subscription at any time from your account settings. Your access continues until the end of your current billing period. After that, your account enters a 90-day read-only grace period — you can log in, view, download, and export all your certificates. Reactivate any time during those 90 days to restore full access. On day 91, all data is permanently deleted. CertSync provides a full export bundle during the grace period so you can keep your own copies.

The owner's seat is the base subscription — that is the seat that is included. Seats: CORE is £15/month base, +£5/user (2–10) · +£3/user (11+); PRO is £25/month base, +£8/user (2–10) · +£5/user (11+). First-month credit: £30 on CORE; £49 on PRO. The credit is applied to your first invoice and covers the whole bill — base and seats combined. The credit is one-time — it only offsets your first invoice and isn't a recurring discount. It's capped at that first bill, so a sole trader uses the lesser of that plan's base and its credit; you only get the full credit if your first month's seats bring the bill to the credit or more. Add or remove seats any time; the next bill reflects whoever is on the team that day. You pay per user, not per role: a seat costs the same whether that person is an Installer, a Supervisor or an Admin, and changing someone's role never changes your bill. Office access — the switch that lets a Supervisor run the whole team's projects and schedule and send completed certificates to customers — is not priced separately either. It is a setting on a seat you are already paying for, so a Supervisor with Office access is one user at one price: not a second seat, not an add-on. An Installer cannot hold Office access directly, and promoting them to Supervisor so they can does not change your bill either. See certsync.co.uk/teams for how Installer, Supervisor and Admin roles fit together.

We accept all major credit and debit cards (Visa, Mastercard, American Express). Card payments are processed by Stripe, who is PCI DSS Level 1 certified. CertSync never handles or stores your card details.

Go to the Team page in your dashboard sidebar. Click "Invite Member", enter their email address, select their role (Installer, Supervisor, Office, or Admin), and send the invitation. They will receive an email with a link to join your team.

Four roles. Installer — creates and edits certificates, can submit a certificate for supervisor review, sees their own certificates and does not see other Installers' drafts. Supervisor — reviews submitted certificates, returns them for changes with comments, or signs them off, sees submitted-and-onwards certificates from the team, does not see Installer drafts until they are submitted. Office — runs the projects and team schedule and sends completed certificates to customers; never creates, edits, approves or signs one. Its reach is the opposite of its authority: an Office seat sees every certificate the team has, in every status, including other people's drafts — the widest read scope in CertSync, the same as an Admin's, and wider than a Supervisor's. Admin — full access to certificates, team and billing, sees every certificate in every status across the team, and is the only role that can invite people, change roles or manage billing. The audit log records submit, approve, sign, send, return, correct and delete actions. See certsync.co.uk/teams for the full matrix.

Yes — by role. Installers cannot approve certificates or manage team settings. Supervisors can approve but not change billing. Only Admins can manage the team or update payment details. Individual certificates can also be assigned to specific team members as collaborators. You can also widen one person's reach without paying more: an Admin can switch on Office access for a Supervisor, which lets them create and run projects, see the whole team's schedule rather than only their own bookings, and send completed certificates to customers. Because CertSync bills per user and not per role, that is still one user at one price — Office access is a switch on an existing seat, not a second seat and not an add-on. It never grants approve or sign, which stay with the person's underlying role, and it never reveals a draft or in-review certificate they could not already see. An Installer cannot be given Office access directly; promote them to Supervisor first, which is also free.

The Installer drafts the certificate and clicks Submit for review. The Supervisor gets a notification, opens the certificate, and either signs it off (added to the audit log with a timestamp) or returns it with comments for the Installer to fix and resubmit. Once signed, the certificate is locked and no one can edit it. A correction needs a new certificate.

Yes, with section locks and live updates. Invite a colleague to a live draft and work on it together — you'll see who's in the certificate and which section they're in, section locking stops two people editing the same part at once, and changes to different parts are combined. If a save would overwrite a newer change, CertSync shows you the conflict instead. The audit log records who submitted, approved, signed and sent each certificate.

CertSync works on all modern browsers including Chrome, Firefox, Safari and Edge. We recommend using the latest version for the best experience. Internet Explorer is not supported.

Yes. CertSync is fully responsive and works on mobile devices and tablets. The interface adapts to your screen size. You can even install it as an app on your home screen - see certsync.co.uk/install for instructions.

A Progressive Web App (PWA) is a website that works like a native mobile app. CertSync is built as a PWA, which means you can install it on your phone, tablet, or computer and use it just like an app from the App Store or Play Store. PWAs load faster, can work with limited connectivity, get their own home screen icon, and run in full-screen mode without browser navigation bars. Unlike traditional apps, PWAs update automatically and don't take up much storage space.

Yes! CertSync is a Progressive Web App (PWA) that can be installed on any device. Once installed, it appears on your home screen with its own icon, launches in full-screen mode like a native app, and provides a faster, more seamless experience. See the iOS and Android installation guides below for step-by-step instructions.

Open Safari and go to certsync.co.uk. Tap the Share button (square with arrow) at the bottom, then tap "Add to Home Screen". You must use Safari - other browsers do not support this on iOS. For detailed step-by-step instructions with tips for iOS 17, iOS 18, and earlier versions, visit our installation guide at certsync.co.uk/install.

Open Chrome and go to certsync.co.uk. Tap the three-dot menu, then tap "Install app" or "Add to Home screen". The CertSync icon will appear on your home screen. This also works in Firefox, Edge, and Samsung Internet. For detailed step-by-step instructions for all Android versions, visit our installation guide at certsync.co.uk/install.

Installing CertSync as a PWA gives you several advantages: 1) Quick access from your home screen without opening a browser first. 2) Full-screen experience without browser navigation bars taking up space. 3) Loads quickly because key resources are cached locally. 4) Works better with spotty internet connections. 5) Feels like a native app but updates automatically without manual app store downloads. 6) Uses minimal storage compared to traditional apps.

Yes, for recent certificates. Up to 50 are kept on your device, and you can start new certificates and keep editing drafts offline; they save on the device as you type. Photos you take without a signal are stored encrypted on the device. Everything syncs when you're back on a connection. Signing, approving and sending a certificate are completed once you are back on signal. See certsync.co.uk/offline for the full list.

HTTPS in transit. Passwords hashed (bcrypt). Sessions expire after 7 days. Brute-force attempts rate-limited and locked out. MFA backup recovery codes encrypted at rest with AES-256-GCM; all data encrypted at rest at the storage layer via MongoDB Atlas. Multi-tenancy: data is isolated by company — cross-company access is never allowed. Role-based access control (Installer, Supervisor, Office, Admin). Backups run automatically. Security controls designed with OWASP Top 10 guidance.

Once you have opened the dashboard online at least once, your dashboard data is saved locally in your browser's database and available next time without a connection. Authenticated app pages are not cached by a service worker — the cache is powered by the app itself, so the first load of the day still needs signal.

CertSync certificates follow the section order of the BS 7671:2018+A4:2026 model forms, in CertSync's own original layout that does not reproduce IET model-form artwork. The footer reads "Prepared using CertSync", and the certificate states that the contractor named on it is responsible for its contents. The legal weight of a certificate depends on (a) the qualifications of the person who signs it, and (b) the accuracy of what they enter. Your competent-person scheme membership (NICEIC, NAPIT or another scheme) or a Building Control notification under Part P carries the regulatory standing. CertSync does not verify your qualifications and is not endorsed by the IET, NICEIC or NAPIT. Electronic signatures are simple electronic signatures; where a Building Control route needs a wet signature, print the PDF and sign it by hand. Professional judgement, qualifications and insurance stay with the person who signs.

For as long as your CertSync subscription is active, with a 90-day read-only grace period after cancellation during which you can view, download, and export everything. On day 91, all data is permanently deleted. Separately, electricians are advised to retain their own copies of certificates for a period appropriate to their professional indemnity policy — typically aligned with UK limitation periods and the retention expectations of landlords, insurers and local authorities. CertSync provides a full export bundle during the grace period to enable this.

Yes. You can export individual certificates as PDFs at any time during your subscription and during the 90-day read-only grace period after cancellation. For a bulk export, go to Settings → Account and choose Download My Data: you get a ZIP file of your profile, the certificates you created and your settings in machine-readable JSON. During the grace period you can also download all your certificates as PDFs in one go. If you need anything the export does not cover, contact support. CertSync supports your UK GDPR data-portability rights by providing your data in standard machine-readable formats on request.

You retain full ownership of your certificate data. CertSync provides the platform and storage, but the content belongs to you. If you cancel your subscription, you can export all your data during the 90-day read-only grace period before deletion on day 91. We never claim ownership of your work.