For Electricians · UK · operator-led

Built for the realities of Electricians.

Part P certs, EICRs, consumer-unit upgrades, each with their own paperwork and timing.

  • EICR scheduling + reminders
  • Part P notification records
  • CU upgrade quoting templates
  • Test instrument tracking

EICR cycles and Part P records, on the radar

Electrical work runs on cycles and notifications. EICRs come back round, typically every five years for rented homes, and the agent wants the report before the tenancy turns. Notifiable work under Part P reaches building control through your competent person scheme, and the record of that notification needs to be findable years later. Every consumer unit change adds another date to somebody’s list.

OptiTech Automation keeps that list for you. Each job holds its records: what was done, when, the report or notification reference and the next due date, with due dates surfacing before they slip. The platform does not issue an EICR or a Part P certificate and never will; your qualified electrician and your scheme do that. It makes sure the dates and records around them are never the thing that slips.

Test instruments have their own calendar too: calibration dates that schemes and auditors expect you to know. Keep them in the same system as the jobs, and the awkward question at assessment time gets a boring answer, which is the best kind.

Repeat work is the best work

The most profitable job an electrical firm does is the one it already did five years ago. The EICR you signed off then is due again, and the landlord will book whoever gets to them first. Firms that track this win the repeat work by default. Firms that keep it in a spreadsheet win it only when someone remembers to open the spreadsheet.

With due dates held against every property and customer, the renewal shows up on your radar before it expires, and the customer can book a real slot straight from your booking page, deposit paid. The calendar fills with the easiest work you will ever win.

The same cycle runs for smoke alarm checks in rentals, emergency lighting tests on commercial contracts and PAT rounds where you still do them. Anything with a due date behaves the same way: recorded once, surfaced on time, booked while your competitor is still opening the spreadsheet.

A deposit at booking changes the no-show maths

Domestic electrical work suffers from the polite no-show: the customer who books a fault-find, quietly fixes it with a new fuse or a cousin, and never rings to cancel. Your electrician arrives to a closed door and the morning is gone. A card deposit taken at booking, into your own Stripe account, changes that completely.

It also changes the shape of enquiries. Online booking on your own site means the customer commits to a slot and a deposit in one sitting, at 9pm, without a phone call. You are no longer the firm that calls back on Thursday. You are the firm that was already booked by Thursday.

For quoted work like consumer unit changes and EV charger installs, the deposit does a second job: it filters tyre-kickers before you burn an evening on a detailed quote. The customer who pays a deposit on a survey visit has already half decided you are the firm.

Dispatch by qualification, not by who answers first

Testing and inspection needs your inspector, not your newest improver. Three-phase commercial work needs the engineers who hold the right experience. You mark who does what once, and jobs are assigned to the electricians who can actually take them, with you keeping the final say.

The engineer app carries the job history, photos, notes and signatures, and works offline in plant rooms and basements where signal goes to die. Everything syncs when they surface.

Commercial clients feel this too. When the same engineers keep turning up to the same site with the site history in the app, the client stops asking for your best bloke by name and starts trusting the firm. That is how the owner takes a holiday.

One flat price

From £199 a month plus a one-off £129 setup on the Start-up Stage, for up to five on the tools, or £599 plus £249 on Standard for up to fifteen. Flat within the stage, not per user: take on two more electricians this year and the bill stays exactly where it was. Past fifteen you move up to the Growth plan, never onto a per-seat meter. No per-lead fees, no charge per booking, invoices syncing to Xero included.

No contract, either. Cancel any month with 30 days notice and export your data as CSV. The pricing is public because quote-based software pricing is a game electricians should not have to play.

Who this is not for

If you are a sole trader doing mostly day-rate work for one builder, with no certificates to chase and no team to schedule, you may genuinely not need this yet. A paper diary that works is not a problem to solve.

OptiTech Automation earns its keep when there are EICR cycles to track, a team to dispatch and no-shows costing van days. One van about to become two is exactly the right time. Ten vans drowning in paper is overdue.

Straight answers for Electricians

No. Certification stays where it belongs: with your qualified electrician and your competent person scheme. OptiTech Automation keeps the test dates, notification records and reminders around them, so the next EICR is on your radar before the customer asks.

Each job holds its own records: what was tested, when, the report reference and the next due date. When a rented property comes back round, the renewal is on your radar and the customer can book a real slot straight from your booking page.

Yes. OptiTech Automation is built for teams from one van up to around 30 engineers. Jobs are matched to the right electrician automatically and you keep the final say on every assignment.

Not from us, and honestly: free tools exist and can be enough for a solo diary. OptiTech Automation is for electrical firms with EICR cycles to track and no-shows costing van days. It starts at £199 a month plus a one-off £129 on the Start-up Stage, for up to five workers, and Standard is £599 plus £249 for up to fifteen. Flat, not per user.

Yes. The mobile app is offline first. Engineers record job data, signatures and photos without signal; everything syncs when connectivity returns.

Yes. Export from Jobber, import to OptiTech Automation. Migration typically takes one working day, and there are no per-lead fees once you are live.