Settings:

1. From the home screen select the Settings icon.
2. Turn Auto Generate Certificate No. to ON or OFF and set your prefix (optional).
3. Choose your desired colour of the certificate section titles text (PDF).
4. Select your default PDF certificate colour, Green, Red, Blue, Purple.
5. Select Save & Exit (top right hand corner) to return to the home screen.

Clients:

1. From the home screen select the Clients icon.
2. ​In the Client Management screen select ADD to add a new client.
3. Complete the Client Management fields. (add client email to email certificates directly to them)
4. Select SAVE to save and return to the Client Management screen.
5. Select ADD to add another client. 
6. Select Save & Exit (top right hand corner) to return to the home screen.

Installation Addresses: (address to be tested)

1. From the home screen select the Installation Addresses icon.
2. In the Installation Addresses screen select ADD to add your installation address.
3. Select from the drop down list the Client associated with the installation address.
4. Select SAVE to save and return to the Installation Addresses screen.
5. Select ADD to add another installation address.
6. Select Save & Exit (top right hand corner) to return to the home screen.

Contractors: (your company details)

1. From the home screen select the Contractors icon​.
2. In the Contractor Management screen select ADD to add and input the company details.
3. ​Upload your company logo and select your CPS scheme (if applicable).
4. Select SAVE to return back to the Contractor Management screen.
5. Select ADD to add another contractor.
6. Select Save & Exit (top right hand corner) to return to the home screen.

Engineers: (add your engineers and associate them with the corresponding contractor)

1. From the home screen select the Engineers icon.
2. In the Engineer Management screen select ADD to add an engineer.
3. Input your engineer details and select the Contractor drop down box to associate the engineer with a contractor.
4. Input the engineers test kit serial numbers.
5. Signature, select Add to add a picture of the engineers signature (jpeg, jpg, png) you can use a paint or iOS notes app to create a signature on the device, or upload an existing one.
6. Select Save to save and return to the Engineer Management screen.
7. Set as default, select the default engineer (default engineers details are automatically inserted into the relevant sections of the certificates).
8. Select Save & Exit to return to the home screen.

Create New Certificate:

Settings

Customize the certificate colours to match your branding.

Primary Colours:

Using the sliders adjust the primary colour of the certificate section headers text to any colour.

Table Header Background Colours:

Select the certificate colour from the following options,

Green Red Blue Purple

Auto Generate Certificate Ref’s.
Turn Auto Generate Cert No. to on if you want the app to generate the certificate reference numbers for you.

The certificate numbers generated will ascend from your first certificate number i.e. if your Next No. is set to 001, the following certificate numbers will be 002, 003, 004 and so on.

An easy way to keep track on how many total certificates you have created.

Engineers Signatures

Engineers > Add Signature

If you do not already have an image of your engineers signature you can use Apples Notes app (iOS version) to produce a signature which you can then use to append to your electrical certificates.

​For other platforms you may use an equivalent app or paint application.

Once you have saved the signature the image will then be available to add as a signature on the Engineers screen, Engineers > Add Signature.

Certificate Sections Menu

You can use the quick nav sections menu to quickly navigate between the different sections of the certificate or report, or use the navigation tabs at the bottom of the screen.

DB Schedule / Test Results

To navigate to the circuits screen navigate to your DB then tap the purple Circuits button near the top of the screen.

DB 1 > Circuits

Circuits Screen

Adding Circuits

DB 1

#1 Select board phase and if Main Board or a Sub Main Board

#2 Select “Circuits” to open the DB circuit details screen

Circuits Screen

#3 Select the No. of ways.

1. ​From the Sections menu (purple hamburger icon) select your DB. (default DB 1)
2. Complete all the fields (scroll down if all input boxes are not shown, depending on screen resolution & size).
3. IMPORTANT > Check you have selected the correct No of ways and Phase as this can not be changed (without loosing data) once set.
4. Once you have checked the details are correct then select Circuits (top R/H side of screen). 
5. DB 1 > Circuits > Add circuits and input your test results.
6. Note: The green title header from “Type of wiring” scrolls to the left and right to display all the input options.
7. The circuit references are auto generated, to use your own custom circuit ref’s input your custom circuit ref in the “Custom Ref” box, otherwise leave blank to use the auto generated circuit ref’s.
8. To associate a particular non-compliant or observation with a specific circuit, select the Add Obs icon next to the circuit in question (you can also take a picture of the observation using your devices camera or choose from a picture from your existing picture library stored on your device.​
9. Once you have completed your certificate it will be stored in My Certificates on the home screen.
10. On the My Certificates screen you will see your list of certificates, from here select Produce Master or Produce Draft to create your PDF Electrical Certificate.
11. The PDF versions of the certificate are listed under Documents in the My Certificates screen.
12. To view, print or email the PDF certificate select your certificate from the list under Documents in the My Certificates screen.

Flood Fill Circuits

DB.1 > Circuits

After entering all your circuit descriptions you can then use the new top row of the D.B. circuits (shown in red in the above image), all data and selections here will automatically copy to all the other circuits.

For example, if you use the top row and select “> 299” for the insulation resistance value this will copy that value to all the circuits.

Another example, if you use the top row to select “BS EN 60898” as the protective device, this will copy “BS EN 60898” to all the circuits, the same applies to all the other values, circuit data and selections.

Copy Circuits

DB.1 > Circuits > Copy (Icon)

Select the copy icon for the circuit you want to copy, then choose where you want to copy it to.

If all the circuits are to be the same or similar it maybe quicker to use the Flood Fill Circuits row at the top. By using the top row all data here is automatically copied to all circuits.

Sub Main Circuits

You can set a circuit designation to “Sub Mains ()” by selecting it from the list of options.

Once you have set a circuit to “Sub Mains ()” and filled in the circuit data, excluding the circuit designation (leave it as “Sub Mains(), the circuit it supplies will be added automatically at a later stage) it will then be available to be selected as “Supply to distribution board is from:” at another DB.

Example: DB 1 circuit No. 1 is a sub main circuit supplying DB 2

1. DB 1 circuit No.1 > select “Sub Mains ()” from the list of options (image above).
2. Complete the circuit data for DB 1 circuit No.1 (excluding the circuit designation).
3. Add a new DB 2 (image below).

Add DB 2 ↓

4.  From DB 2 > “Supply to distribution board is from:” select “DB 1,1” (once selected the app will import the required circuit data from DB 1 circuit 1 and input it to DB 2.

On selecting a circuit for “Supply to distribution board is from:” the app will automatically get the circuit data from the associated selected circuit.
DB 1 circuit No.1 will now display “Sub Mains (DB 2)”

Add, Copy Delete DB

Select the corresponding icons to either add, copy or delete a distribution board.

Copy Certificate

Copy an existing certificate to use as a template or master certificate. The copied certificate or condition report is a complete duplicate of the original certificate and includes all test results, just change the certificate reference for the new certificate.

To copy an existing certificate, from the home screen select the My Certificates icon, then click the certificate you want to copy and select the Copy Certificate option.

​When you select the Copy Certificate option the new duplicated certificate is then opened, now input the new Certificate Reference and then you can edit the certificate as you wish.

Auto Generated Observations

Schedule of Items Inspected

On an EICR certificate C1, C2, C3 and FI’s selected on the Schedule of Items Inspected along with your remarks are automatically copied to the list of observations, removing the need to manually add them on the observations screen.

Observations
​From the Observations screen you can then also add photographs for each observation item by clicking on the camera icon.

Adding Observations

To make it as easy as possible there are many ways to add an observation to an EICR.

From the Circuits screen (to allocate an observation to a particular circuit), from the Add Observation button at the top of every screen, or from the Sections Menu > Observations.

Add an Observation for a Particular Circuit

DB 1 > Circuits

Add a General Observation

The purple Add Observation button is displayed on all screens.

Adding Photographs

When adding an EICR observation tap the camera icon to add an existing photograph or to take a new photo using your device camera.

See the Adding Observations to EICR’s tab for adding observations.

Photographs added to an EICR observation are allocated the observation number for which the photo relates to.

Site Survey Forms, Blank Electrical Certificates

Home > New Certificate > Site Survey Forms

You can print blank electrical certs for handwriting.

Save, Email, Print PDF Certificates

​Home > My Certificates > (Open Certificate) > Certificate Overview

With the PDF file open you can then select Print.

PDF files are saved on the device they were created on when you produce a Draft or Master Electrical Certificate.

With the PDF file open you can forward or Save As to save a copy of the PDF file outside of the app such as on your desktop computer or folder on your mobile device.

We recommend to keep separate copies all your generated PDF certificates on a 2nd device or storage solution, just in case. The easiest way is to email a copy to yourself.