Job sheets and certificates: choose the right workflow
Record work, signatures and inspection results on site. A custom form is not automatically a valid gas or electrical certificate.
Capture the paperwork your trade needs
Job notes, checklists, signatures and formal certificates serve different purposes. A custom form may be useful for completion records without meeting the requirements of a particular regulated certificate. Match the exact paperwork you use to the exact form supplied.
What to test before choosing
Fill a sample on a phone, attach photos and export the completed PDF. For regulated work, check the certificate version, required fields and relevant trade requirements yourself. Confirm whether purchased templates and custom form creation cost extra.
Software with documented job sheets and certificates support
These suppliers describe support in their documentation. Check the plan scope below, then use the trial checklist to test the task you need.
Compliance certificates are included from Pro.
Business has job sheets; Professional adds certificates and custom forms.
Purchased forms work on all plans; custom form creation requires Growing or higher.
Ultimate includes the form builder and mobile form filling.
Connect provides job checklists; UK statutory certificates are not confirmed.
Custom forms and certificates are documented.
Standard has electronic forms; Enterprise adds the custom form builder.
Sources and date checked (2)
Supplier documentation. Product imagery belongs to the respective supplier.
- Job sheets and certificates official documentationChecked 2026-10-09
- HSE: gas safety checksChecked 2026-10-09