EICR workflow for electricians: from booking to stored certificate in one day

Since the Electrical Safety Standards in the Private Rented Sector (England) Regulations 2020, every private rented property in England must have a valid Electrical Installation Condition Report (EICR) at least every five years. For electricians, EICRs are now one of the most predictable revenue streams in the trade — if you can run them efficiently.

The workflow that wins landlord contracts Landlords with portfolios do not want to call you three times. They want a single point of contact, a booked slot, the certificate filed neatly against the property, and a calendar reminder five years out.

• Online booking with property address and access notes
• Automatic confirmation to landlord and tenant
• On-site test results captured on a tablet
• Job-specific RAMS and toolbox talk generated and signed before work starts
• Completed EICR uploaded against the property in the cert vault
• PDF emailed to landlord, copy stored against the property
• Five-year recurring reminder scheduled automatically on the service dashboard

C1, C2, C3, FI — codes that matter - **C1** — danger present, immediate action required - **C2** — potentially dangerous, urgent remedial - **C3** — improvement recommended, not a fail - **FI** — further investigation required

A property with any C1, C2 or FI code is "unsatisfactory" and the landlord has 28 days to remedy. Your follow-up quote should land in their inbox the same day as the report.

Turning EICRs into recurring revenue Every EICR you complete is a five-year recurring booking waiting to happen. With the service dashboard scheduling renewals forward automatically, your diary three years from now is already filling itself — and the customer hears from you before they think to ring anyone else.

How TradeMatrix helps A cert vault that stores every EICR against the right property, AI-drafted RAMS and toolbox talks per job, automatic remedial quotes from coded items, and a service dashboard that books the five-year renewal the moment you file the certificate. Pair it with our [quote to cash workflow](/blog/quote-to-cash-under-7-days) to get paid the same week you test.