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Workflow Scenario

Lighting & Electrical - Managing a Test, Inspection, and Certification Process

8 steps. EIC on completion day. Final invoice the same day.

Step by step
1
Inspector Booking at Second Fix MobilizationJobs

Book the inspector at second fix mobilization and confirm the visit date in writing. Record the inspection date in the job record and notify the project manager.

2
Progressive Inspection ScheduleeForms App

Brief the team on completing the inspection schedule tick-box list progressively as work proceeds. Assign responsibility to the site supervisor - not a retrospective task for inspection day.

3
Circuit-by-Circuit Testing During Second FixeForms App

Carry out continuity and IR tests circuit by circuit as each circuit is completed. Record measured values immediately. Correct defects before circuits are closed in.

4
Polarity and Test Schedule CompletionWorks Orders

On completion of second fix, carry out polarity checks across all circuits. Prepare the full test results schedule with values for every circuit. Confirm inspection schedule is complete.

5
Inspector VisitJobs

Inspector carries out RCD trip time tests and verifies Zs values. Inspection schedule reviewed together. Outstanding items identified for resolution before EIC can be issued.

6
Defect ResolutionWorks Orders

Resolve all C1 and C2 findings before the installation is energized or handed over. Document all remedial actions taken and update the test schedule.

7
EIC Completion and DeliveryeForms App

Complete the EIC form with all required declarations. Deliver the signed EIC and supporting test schedules to the client.

8
Final Invoice and Accounting SyncInvoices

Raise the final invoice the same day the EIC is delivered. Reference the EIC on the invoice. Sync to Xero, QuickBooks, or FreeAgent the same day.

What this workflow solves

We booked the inspector on the day we finished second fix and then waited 12 days for a slot - the final invoice was held up the entire time even though the job was physically complete.

Our electrician tested everything on the last day and found a continuity problem on a circuit that had already been plastered over - we had to cut into the wall and it cost us most of the final invoice payment in rework.

The client asked for the EIC three weeks after we finished and we couldn't find the test records - we had to chase the inspector to get them resent before we could issue the certificate and unlock the final payment.

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