Commercial Electrical Installation Certificate Template: Free PDF

To access our free commercial electrical installation certificate (EIC), fill out the form above (on mobile devices) or to the right (on desktop) to have it emailed to you. 

The fillable/editable PDF form includes the following:

1. Details of the Installation

• Address of Installation

• Description of Installation

• Date of Completion

• Date of inspection and testing

• Extent of Installation Covered by this Certificate

2. Details of the Client/Responsible Person 

• Client/Business Name

• Client Address

• Contact Details (Phone Number/Email)

3. Electrical Contractor Details

• Qualified Electrician/Contractor Name

• Company Name

• Certification Body & Registration Number (e.g. NICEIC, NAPIT)

• Contact Details (Phone Number/Email)

4. Declaration of Conformity

• Design Responsible Person - Name, Position, Signature, Date

• Installation Responsible Person - Name, Position, Signature, Date

• Inspection and Testing Responsible Person - Name, Position, Signature, Date

5. Schedule of Inspections

• Inspection Line Items

  • Pass

  • Fail

  • N/A

6. Electrical Test Results/Circuit Details

• Circuit Ref.

• Circuit Description

• Protective Device

• RCD Trip Time (ms)

• Insulation Resistance

• Earth Fault Loop Impedance

• Remarks

7. Comments and Observations

• Deviations from BS 7671 (if any)

• Remedial Actions Recommended (if applicable)

8. Supply Characteristics and Earthing Arrangements

• Earthing Arrangement (e.g. TN-C-S, TN-S, TT)

• Nominal Voltage (V)

• Nominal Frequency (Hz)

• Number of Phases

  • Single-phase

  • Three-phase

9. Next Inspection Date

• Recommended Date for Next Inspection

Signatures

• Signature of Electrician/Electrical Inspector

• Date

The Challenges of Using PDF Electrical Installation Certificates

The electrical installation certificate above can help your technicians document and certify that electrical systems meet safety standards for your clients. 

However, keep in mind that traditional workflows for using printed-out inspection reports come with numerous challenges. For example:

• Technicians not having printed copies in their trucks when they need them

• Messy handwriting that looks illegible and unprofessional to customers

• An inability to easily email or duplicate test certificates for customers 

• Difficulty keeping certificates organized and preventing them from getting lost 

• The need for technicians to bring paperwork back to the office at the end of the day to be scanned and properly stored 

While it’s possible to improve upon these processes with PDF mobile apps, these workflows still present several organizational challenges. For example:

1. PDFs don’t integrate with the other apps you use to run your business, such as your CRM, so it’s easy to lose records from inspections.

2. The details of issues discovered during inspections can’t be easily shared between field and office staff, causing delays in important next actions ( checking warranty or inventory information, drafting estimates, ordering parts, etc.).

In the rest of this post, we’ll walk through how our electrical contractor software, ServiceTitan, solves these challenges and more.

Digitize and Streamline Electrician Workflows in the Field: Inspection Forms, Estimates, Invoices & More

Complete Job Forms On-Site with the ServiceTitan Mobile App

ServiceTitan’s mobile app allows technicians to access, complete, and have customers sign forms right from their mobile devices while on the job. 

From their dashboard, they can access all available forms via the forms tab. In the context of an electrical installation job, for example, they may be prompted/required to follow an installation checklist and subsequently fill out an installation certificate.

Once the form is ready, they can collect the customer’s signature on the spot, allowing them to sign with their finger on the mobile device. The form can then be easily emailed to the customer in PDF format for their records.

This functionality provides a great user experience for technicians while providing customers with a modern, impressive customer service experience. 

Create & Present Estimates When Issues Are Discovered

When a tech finds an issue with electrical equipment during an inspection, ServiceTitan enables them to build a custom Good Better Best proposal within our integrated pricebook. 

Using a tablet, techs can present proposals including product photos, equipment specs, and pricing to customers on the spot, as well as email them to clients for review and approval. This feature allows contractors to save time in delivering estimates to customers whose needs are often urgent. 

ServiceTitan also provides automated tracking and follow-up on outstanding estimates, enabling users to improve close rates and maximize their bottom line.

Easily Track, Access & Update Maintenance Agreements

ServiceTitan's service agreements feature allows electrical businesses to efficiently document, manage, and track recurring services. 

Crucially, all of the records and specifications of these agreements are stored in one place, making them easy to search and reference.  

Details that get stored with this feature include the following:

• Membership type 

• Agreement period 

• Membership locations (single or multiple)

• Billing terms and schedule 

• Service frequency ( such as quarterly, biannual, or annual maintenance plan)

• Revenue recognition (point of sale or deferred)

Since this information is archived in a central location, contractors do not need to sift through paper files or spreadsheets to find the information they need. The details are easy to edit and can be viewed from our desktop app by office staff or technicians in the field.  

Furthermore, membership tracking is seamlessly integrated with the software tools that our users rely on to schedule jobs, build proposals, send invoices, and collect payments. 

Leverage Automation to Schedule Maintenance Visits on Time

Once recurring service events are set up, they’re automatically added to your schedule based on the defined dates and frequency. This saves office staff significant time from having to manually track and add these jobs to the schedule and reduces the chances of missing maintenance visits.

Office staff can view upcoming recurring service events by date range, and initiate individual jobs by contacting the customer to coordinate a time and book the job. At that point, the job will be assigned to a technician and automatically viewable on their schedule and through the dispatch board.

You can also create follow-up notifications for cases where you’re unable to contact a customer, they aren’t ready to book a job, or they no longer want the service. These offer electrical contractors peace of mind and ensure that office staff will follow up. 

If you’re scheduling a maintenance visit that’s not connected to a service agreement, our call booking workflow offers a suite of features that make this seamless, including:

• Providing CSRs with the names and customer histories of incoming callers.

• Guiding CSRs through an intuitive set of form fields and drop-down menus to ensure important information is captured on the first call.

• Allowing CSRs to efficiently schedule appointments from the same screen.

• Automatically adding scheduled jobs and job details to our easy-to-use dispatch board.

Efficiently Send Invoices and Get Paid Faster

Electrical contractors can send invoices by email — with a link to allow clients to pay online — or have them e-signed on-site with a mobile device.  

Collecting payments is similarly painless. Clients can pay through our customer portal, which allows them to save credit card information. Contractors are still free to take cash or checks, too. (As revenue flows in, our QuickBooks integration makes it easy to keep track of it.)   

Finally, ServiceTitan can help electrical contractors overcome objections by providing near-instantaneous access to one of our financing partners. It takes just minutes on our mobile software for customers to apply and get approved, reducing cost obstacles that might otherwise reduce profitability.

Get a ServiceTitan Demo to See These Features in Action

Using ServiceTitan’s best-in-class electrical software empowers contractors to improve efficiency and grow their revenue.

In addition to optimizing electrical inspection protocols and maintenance tasks, our software offers additional features to facilitate other core business functions as well, including:

• Call booking

• Scheduling

• Dispatching

• Work orders

• Invoices

• Payments

• Real-time reports