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Features

The admin doesn’t stop at the cert.

Said once on site. Back as branded PDFs — schedule, quote, invoice — to check, sign and send. Every one drafted at your rates, in the WhatsApp you already use.

The schedule

The observation schedule, written for you.

Talk the board as you test it. Every defect comes back worded properly, coded C1/C2/C3, with the regulation cited — laid out like the model forms you already sign.

Observation schedule 14 Elm Drive · EICR
14 Elm DriveEICR · in progress
22 Oak LaneEIC · board change
The HendersonsMinor Works
Observation schedule
C2Bedroom 2 — no RCD protection to socket circuit (Reg 411.3.3)
C1Consumer unit — exposed live terminal, no barrier
C3Bathroom — no supplementary bonding to pipework
C2Kitchen — no RCD on the ring final circuit
6 observations · coded & cited · you review and sign →
The quote

A quote that writes itself.

“Quote the fixes.” The remedials price straight off the defects you found — your day rate, your markup, VAT handled, 30-day validity. Or quote any job from a single voice note.

Remedial quote £0.00

Remedials · 14 Elm Drive

Install RCD protection — sockets£240.00
Make safe consumer unit terminal£180.00
Supplementary bonding — bathroom£95.00
RCD on kitchen ring final£96.40
Subtotal £611.40  ·  + VAT → £733.68
The invoice

Invoiced — and paid in the chat.

Say “invoice it” when the job’s wrapped. It goes out with a card-payment link, and your customer pays in the same WhatsApp thread they got the quote in.

Invoice #0114 14 Elm Drive
£EICR + remedial worksto the Hendersons · sent today
Remedial works (4 items)£611.40
VAT @ 20%£122.28
Total£733.68
Paid by card link  ·  2 min ago
The paper trail

A paper trail that remembers.

Every customer, job and document kept. “Send the Hendersons’ EICR from March.” “What’s still unquoted this week?” Just ask — no folders, no searching.

The Hendersons always yours

On file

Address · 14 Elm Drive
First job · March 2026
Day rate · £450
Documents · 5 kept
📄EICR — March“send the Hendersons’ EICR from March”
£Remedial quote — £733.68accepted, then invoiced
✓Invoice #0114 — paidcard link, same chat
!2 jobs still unquoted“what’s outstanding this week?”
Just ask, in plain words — every doc, by customer or by job.

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