Create and customise electrical certificates

Pre-populated customer data allows you to easily create, edit and send digital PDFs of certificates and forms within Tradify.

Capture signatures electronically

Formalise your certificates on the go by capturing signatures through your touchscreen in the Tradify app.

Speed up customer communication

Email digital PDFs of your forms & certificates directly from Tradify. Easily schedule automatic service reminders for regular maintenance jobs & appointments.

Cloud storage & record-keeping

Never lose your certificate pad or completed forms again. Keep everything safe and secure in the cloud with Tradify.

Step 1

Enquiries

Streamline your business processes right from the start!

Tradify can help you easily capture enquiries, store customer profiles, and quickly turn enquiries into quotes, jobs, and invoices.

Learn more about enquiries

Step 2

Quoting

Win more work by quoting faster than ever!

Use professionally branded quote templates, customisable themes, imported price lists, and automated email & SMS follow-ups.

Learn more about quoting

Step 3

Scheduling

View active jobs and staff locations in real-time!

Schedule jobs faster, dispatch with ease, and quickly communicate with customers and your team. See what’s going on at a glance by syncing Tradify with your Google Calendar.

Learn more about scheduling

Step 4

Job Tracking

Improve your project management!

Track everything with job dashboards, an interactive map, and reporting functionality. Quickly add photos, videos, and notes to jobs, and manage multiple projects with ease.

Learn more about job tracking

Step 5

Invoicing

Save hours on invoicing!

Create professionally branded invoices with customisable themes and templates for different types of work. Stop double-handling and manual data entry by syncing invoices with your favourite accounting software (Xero, Sage, or QuickBooks).

Learn more about invoicing

Step 6

Payments

Get paid faster!

Enable automatic overdue payment reminders with Tradify and offer online credit card payments by connecting to Stripe. Check if customers have viewed your invoice and track payments on the go — onsite or in the office.

Learn more about enquiries

Electrical Condition Installation Report (EICR)

Easily certify electrical installations and store your documents in one secure app.

Learn more about our digital EICR

Electrical Installation Certificate (EIC)

Ditch the pen and paper and take your EIC form online. Tradify's EIC templates allow you to keep everything in one place. Complete the form and collect signatures from any device, making the paperwork that much easier.

Learn more about our digital EIC

Minor Electrical Works Certificate

Easily certify minor works with Tradify's digital Minor Works templates. Tradify's Minor Works certificate template follows legal requirements and streamlines your admin work on-site or back in the office.

Learn more about our Minor Works Certificate

Danger Notice

Easily identify electrical issues with the Danger Notice. You can store this securely in Tradify and email it to customers, directly from the app.

Learn more about our Danger Notice template

Emergency Lighting Periodic Inspection & Testing

Certify any existing emergency lighting installations on the go with the Emergency Lighting Periodic Inspection and Testing Certificates on Tradify.

Learn more about our Emergency Lighting Inspection Certificate

Emergency Lighting Completion Certificate

Digitally sign off on any emergency lighting work you have completed with the Emergency Lighting Completion Certificate.

Learn more about the Emergency Lighting Completion Certificate

Portable Appliance Testing (PAT) Report

Keep your electrical equipment certified and safe for your team with Tradify's digital PAT reports.

Learn more about our Portable Appliance Testing Report Certificate

Run your business with Tradify while your accounts sync with Sage. Easy setup in just a few clicks.

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Sync Tradify & Sage

Remove manual data entry and double-handling by creating invoices, bills, and payments in Tradify and syncing them to Sage.

Connect your contacts

Sync supplier and customer details between systems. Any changes you make to contact information in Tradify will automatically update in Sage.

Access cash flow

Access your bills, payments, and invoices in Sage to understand your true financial position at any time.

CIS Compliant

Tradify is set up to create CIS-compatible invoices and send them straight through to Sage.

Run your business with Tradify while your accounts sync with Xero. Ready to connect without fuss.

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Sync Tradify & Xero

Remove manual data entry and double-handling by creating invoices, bills, and payments in Tradify and syncing them to Xero.

Cut back on admin

Automatically send bills, payments, suppliers & customers through to Xero.

Access cash flow

With all your job details syncing in real-time, you'll have the most up-to-date view of your cash flow position.

Connect your contacts

Any changes made to customer information in Tradify will automatically update in Xero.

Run your business with Tradify while your accounts sync with QuickBooks. Ready to connect without fuss.

Learn More

Sync Tradify & QuickBooks

Remove manual data entry and double-handling by creating invoices, bills, and payments in Tradify and syncing them to QuickBooks.

Eliminate paperwork

Transfer bills, payments, suppliers & customers to QuickBooks automatically, removing manual data entry and human error.

Access cash flow

Access your bills, payments, and invoices in QuickBooks to understand your true financial position at any time.

Connect your contacts

Sync supplier and customer details between systems. Any changes you make to contact information in Tradify will automatically update in QuickBooks.

Take online payments for jobs by connecting Tradify with Stripe.

Learn More

Pass on the fees

Opt to pass the credit card fees on to your customers — or not, your choice.

No setup cost

Connect Tradify & Stripe for free if you have a subscription to both.

Make more money

Easily track time & materials, import price lists, and view profit reports.

Get paid faster

Check when invoices are viewed, offer online payment options, and send automated reminders.

“It’s a great way of managing your diary. Quotes, invoicing, job lists ... every team member can access their jobs on the app.”

Brad & Sam, The Bald Builders

Follow Tradify for more

Tradify costs per user, per month. You can also talk to us about team pricing options or find more details on our Pricing Page.

Tradify is a powerful job management platform on desktop, and can also be downloaded as an app on your iPhone, iPad, or Android mobile device.

Start Free Trial

No, this feature is included in your Tradify Pro or Plus subscription.

Start your free 14-day trial today to see what other great features we offer.

Yes! Tradify allows you to generate, fill out, sign, and send a number of certificates including the EIC, EICR, and many more.

Yes! Once complete, your electrical check form will be turned into a PDF that you can email directly to your customer from Tradify. You can also attach forms to your Invoices.

Nope, we keep things simple by following a month-to-month payment model. No contracts, no commitments.

Tradify includes other features designed to help your trade business get get paid faster. Start by adding automated payment reminders to reduce your admin on those unpaid invoices. Tradify’s system also includes a tool to help you see if your customer has viewed your invoice as well offers people the ability to pay invoices securely online.

Tradify can help you run every aspect of your business. Receive enquiries, send quotes, manage jobs and staff, communicate with customers, send invoices, get paid online, and more!

Talk to a real person on 0808 258 4163. Our fast, friendly customer support team is available to help you with any questions you might have about using Tradify. You can also email [email protected] or check out our Help Centre.

Digital Electrical Safety Certificates for UK Electricians