Electrical project management software
Electrical project management software keeps a contractor's jobs, team schedule and certificates in one place. In CertSync PRO a forty-plot development is one project, with a status, every address it covers, and who is on site each day, next to the certificates you already write here.
What a project is in CertSync
A project is a named job for one customer that can cover one address or forty. It carries a status, a start and due date, a materials list and notes, and you book people onto it a day at a time. The schedule shows a week or a month, so you can see who is where before you promise a customer a date, and your dashboard shows how far each job has got and which ones are running past their date. A project is only ever completed when somebody says it is — nothing closes a job on your behalf.
- One project, one customer, as many sites as the job covers
- A week or month schedule of who is on which job
- Book a person onto a specific day, and off it again
- Status you set explicitly — nothing closes itself
- Completion and overdue work on your dashboard
What to look for in electrical project management software
General project tools are built for office work. An electrical contractor needs a few things they rarely do well. Here is what to check, whichever product you choose, and how CertSync PRO answers each one.
Jobs that span many addresses
A development or a landlord’s portfolio is one job with many sites. In CertSync a project belongs to one customer and covers as many of their saved sites as the work does.
Staffing by the day, not just an owner
Knowing who owns a job is not knowing who is on site on Thursday. CertSync books each person onto a job one day at a time and shows the team’s week or month.
Leave on the same screen as the work
Staff request time off from the schedule and the office approves it. Book someone who is away and CertSync warns you, without stopping the booking.
A close you control
Software that closes jobs for you gets worked around. A CertSync job is complete only when someone marks it complete, and you are shown any unsigned certificate on it first.
The certificates tied to the job
Your certificates should not live in a different system from your jobs. In CertSync each one can be filed under its project, so a job’s paperwork is one list instead of a search by date.
Roles that match a contracting firm
Office staff run the diary; installers see the jobs they are on. An Office seat plans and closes jobs but never signs a certificate.
For a tour of each part, start at Projects, or go straight to job tracking.
A development is one project.
CertSync groups certificates by job as well as by address. For a landlord's EICR the address is enough. On a forty-plot site the thing you are managing is the development: one contractor, one programme, one set of dates, with the plots as the places the work happens.
A CertSync project belongs to one customer and covers as many of that customer's sites as the job does. It has its own name, its own dates and its own materials list, so the job exists as a thing you can look at rather than something you reassemble from a list of addresses each time somebody asks how it is going.
How do I schedule who is on site?
Book somebody onto a project for a particular day, and take them off again when the plan changes. The schedule shows a week or a month at a time, so the answer to "can you be at the Nortons' on Thursday" is on a screen instead of in somebody's head.
Staffing is office work, so it stays with the office: the people who run the diary book the days, and everyone else can see the job they are on without being able to move anybody around it.
"The office" is a seat you can buy. An Office seat creates projects, puts people on them, edits and closes any job, and sees the whole team's schedule rather than only their own bookings — and it sends finished certificates out to customers. It never creates, edits, approves or signs a certificate. You can give the same access to a Supervisor instead and they keep their signing rights; either way it is one seat at the ordinary seat price, because CertSync bills per user and not per role. Buying seats, changing the card, invitations and role changes stay with an Admin.
More on job tracking, the team schedule, certificates on a project and team roles.
Nothing closes a job on your behalf.
A project moves from scheduled, to in progress, to complete — and it only ever gets to complete because a person marked it complete. Paperwork does not close it, volume does not close it, and a quiet week does not close it. Twenty certificates issued on a job whose second phase has not started is not a finished job.
Closing is a state rather than a delete, so a job that turns out to have outstanding work can be reopened, and one that never started can be cancelled without disappearing. Your dashboard shows how far each project has got and which ones are running past their date, so the ones worth a phone call surface without you opening any of them.
Certificates plus the job around them.
Projects is part of CertSync PRO — £25 a month for the first seat, against £15 for Core. For a small firm the number that matters is the total: a five-person team is £57 a month, all in. Extra seats are £8 each for seats 2 to 10, and £5 each from seat 11. Team size is capped at 500 seats, and a seat is bought before it can be invited.
PRO keeps everything Core has — all 13 certificate types, unlimited certificates, your team and your settings — and adds the project layer on top. Nothing about the way you write certificates changes.
CertSync is not currently VAT registered. The price you see is the total you pay.
All CertSync featuresRunning a job in CertSync — questions answered.
What is electrical project management software?
Software that runs an electrical contractor’s jobs from booking to completion: which customer and sites a job covers, who is on site each day, where each job stands, and the certificates that belong to it. CertSync PRO does this alongside the certificates you already write in CertSync.
Can one project cover more than one address?
Yes. A project belongs to one customer and can include as many of that customer's sites as the job actually covers. That is the difference between managing a development and managing forty separate visits.
How do I schedule who is on site?
Put a person on a project for a specific day, and take them off again. The schedule shows a week or a month at a time, so you can see who is where before you promise a customer a date.
Does a project close itself when the work is done?
No, and that is deliberate. A project is only ever completed by somebody explicitly marking it completed. Nothing about the paperwork closes a job on your behalf, because a job that looks finished when it is not is worse than one nobody has updated. A completed project can be reopened if work turns out to be outstanding.
Who can create, edit and close a project?
Admins, Office seats and Supervisors with Office access create, edit, close, reopen and cancel projects. Anyone booked onto a job can move its status through the working states and add notes to it, but cannot create, close or cancel one.
Does project management work offline?
Partly. Your projects and the schedule are stored on your device, so with no signal you can still see the job and who is booked on it. Opening a particular job needs a connection — but if one is already open when the signal drops, you can change its status or add notes, and both sync when you reconnect. Creating a project, changing its customer, sites or dates, and booking people onto days all wait for a signal. Certificates go further: create and edit them without a signal and they sync the same way.
Start with the certificates. Add the job when you need it.
Core is £15 a month and your first month is free — a card is required and you can cancel any time.