Help And Support | PAT Certificate App

Support

The leading PAT Certificate software solution

Help and support using our PAT Testing app.

Setting up and using instructions

Get help with easy safety cert's PAT Testing certificate app.

Sign up to the free trial

To be able to use the PAT certificate software system you need to sign up to the Easy Safety Cert free trial. Once registered, go to ‘Add Engineer’ to add all the electricians that will be using the PAT cert app.

Download the app

Sign-in details for the PAT cert app will be emailed to all users that you add to the database. Download PAT certificate app from iTunes, search ESC PAT Cert.

Sign in

Once downloaded open the app and go to App Settings - Sign In, enter the sign-in details that have been emailed to you and click 'Sign-in'. You will automatically be taken to the Engineer page. Select your name and electronically sign your signature. You can now view any jobs that have been allocated to you in My Jobs or create a New Blank Certificate.

My jobs

Jobs created via the database are automatically sent to the device of the engineer that’s been selected to complete the job. All client and job details will be automatically generated in a pdf and sent to your client. Jobs highlighted in black are yet to be completed. Jobs highlighted in red have been saved & not sent.

Address book

View and edit all job addresses & client details saved in your database. Option to call all contacts saved in the Address Book from your iPhone. Create new job addresses & clients. All new contacts are automatically saved to your database.

New blank certificate

Create a PAT Certificate directly from the app. All new job & client details will be saved to your database. You can edit the job and client details at any time before the job is sent. You must add a job address to a New Blank Certificate. When adding the client details, you can press the Find button to search for clients saved in your database. All client and job details will be automatically generated in a PDF and sent to your client.

Completing jobs

Comprehensive list of Locations, Appliance Types and Makes, which you can add to if required. Electronically capture User/Clients signature. When you press ‘Send’ you can preview the PAT Certificate before sending.

Sending & saving certificates

You will require phone coverage or a wifi connection to send certificates. Press 'Save' to save the job in the app under My Jobs and send later. Press 'Send' to send the certificate directly to your client, a copy is also saved to your database.

Getting it done

The quickest way to create PAT certificates

Professional features to help you focus on the job.

Certificates

All certificates are automatically sent to your clients as a pdf

Database

All certificates are automatically saved to your database

Email

Automatically emails pdf certificates to clients. If you do not have an email address for the client then you can view and download completed certificates on the database

PatCert

Available for iPhone and iPad. Start using our free app today.

PATCert CTA Pair