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Workflow Scenario

Lighting & Electrical - Commercial LED Retrofit Project

8 steps. Survey to certified handover.

Step by step
1
Qualify the EnquiryLeads

Confirm building type, floor area, fitting count, existing luminaire types, and whether emergency lighting, sensors, and dimming are in scope.

2
Conduct Site SurveyeForms App

Record the full luminaire schedule, circuit distribution, lux levels, emergency lighting coverage, and any existing control systems.

3
Prepare Specification and Luminaire ScheduleQuotes

Select replacement LED fittings, confirm mounting compatibility, specify emergency provisions and controls, and calculate projected energy savings.

4
Submit Quote and ProgrammeQuotes

Price supply-and-install works with a phased programme showing zone-by-zone installation sequence and access requirements.

5
Issue Purchase OrdersPurchase Orders

Order fittings, drivers, sensors, and emergency gear. Confirm lead times and map them against the planned installation start date.

6
Schedule InstallationJobs

Confirm site attendance dates, agree phased access with the client, and book any sub-contractors for controls programming or specialist commissioning.

7
Install, Test, and CommissionWorks Orders

Fit luminaires, connect circuits, configure dimming and controls, and conduct emergency lighting duration tests. Record all test results.

8
Issue Certification and Handover PackInvoices

Provide EIC or MEIWC certificates, emergency lighting commissioning records, updated luminaire schedule, and controls operating instructions. Release final invoice.

What this workflow solves

Emergency lighting scope not captured at survey stage, leading to additional materials, call-back visits, and certification rework at the contractor's cost.

Fitting lead times not mapped against the installation programme, causing schedule gaps, wasted site visits, and delayed completion.

Certification documents managed across emails and spreadsheets, delaying handover sign-off and holding up the final invoice.

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