CRM & Automation · Electricians
CRM for electricians, built on the certificate dates you already hold
Every electrician is sitting on an annuity and filing it as paperwork. Each EICR you issue carries a recommended next inspection date, usually five years out, and almost nobody has a system that will remember it. The firms that do have a book of work booked before the year starts.
In short
CRM & Automation for electricians in the UK needs a different build from an off-the-shelf CRM, and this is how PipelineOS structures it. The pipeline splits by buyer, not by service list: landlord and compliance work, domestic installation, EV charger, and commercial. They move at different speeds and a shared board hides the slow ones. The first automation to switch on is EICR recertification reminder: recovers work you already earned once, years later, from a customer who has forgotten your name and would otherwise search for a new electrician. The most common way this goes wrong: emailing the certificate and considering the job closed.
How we build it
The pipeline splits by buyer, not by service list: landlord and compliance work, domestic installation, EV charger, and commercial. They move at different speeds and a shared board hides the slow ones. Stages are enquiry, quoted, booked, attended, certificate issued, remedials outstanding, closed. Remedials outstanding is the stage that does not exist in most firms and is where the largest single leak in the trade lives: an EICR comes back with C2 and C3 codes, the customer is told verbally, the report is emailed, and nothing is ever quoted or chased.
So the first trigger is a certificate marked issued with codes recorded. That fires a remedial quote task the same day, then a follow-up at day three explaining in plain English what a C2 means for insurance and a mortgage, and another at day thirty. The second trigger is the recertification clock. Issuing a domestic EICR sets a reminder at the recommended interval, commonly five years for an owner-occupied property and five years for a rented one, minus a couple of months so you contact them before the landlord’s deadline rather than after it.
Landlords need grouping, not individual messages. A letting agent with fourteen properties should receive one schedule listing which certificates expire in the next quarter and a single link to book a run of them, not fourteen separate texts. The same logic covers annual and periodic work: PAT testing, emergency lighting, fire alarm servicing and commercial fixed wire testing all sit on dated intervals, and a system that holds those dates turns an electrician’s diary from reactive to planned.
What runs automatically
What fires, when, and what it stops you losing. Every one of these runs without anybody remembering to do it.
| Automation or stage | What triggers it | What it recovers |
|---|---|---|
| EICR recertification reminder | The recommended next inspection date on an issued certificate, less roughly two months | Recovers work you already earned once, years later, from a customer who has forgotten your name and would otherwise search for a new electrician. |
| Remedial works follow-up | A certificate marked issued with C1, C2 or C3 codes recorded against it | Recovers the most commonly abandoned job in the trade: faults you found, told them about verbally, and never quoted or chased. |
| Landlord portfolio schedule | Quarterly, for any contact tagged as an agent or multi-property landlord | Prevents fourteen separate reminders and gives the agent one bookable run of properties, which is how you keep a portfolio rather than a property. |
| Periodic commercial servicing | Recorded interval for emergency lighting, fire alarm testing, PAT or fixed wire testing | Turns compliance obligations into a booked diary, and gives a small firm predictable revenue in the months when domestic work goes quiet. |
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Call 07443 392243WhatsAppWhat the build involves
The build is unusual in this list because most of it is data. Configuration takes days; getting past certificates into the system with property addresses, issue dates, recommended intervals and the codes recorded takes longer and is the part that produces the return. If your certificates live in a certification app, that usually exports and can be imported once, after which every new certificate adds its own future reminder. Platform subscription typically runs £50–£120 a month for pipeline, calendar, forms and message sending.
The arithmetic is a compounding one. An EICR at £150–£300 is not exciting on its own, but a firm issuing fifteen certificates a month builds a recertification book of a hundred and eighty properties a year, every one carrying a dated future appointment. Five years later that is a diary filling itself. The remedial sequence pays sooner: remedial work from a single EICR commonly runs £200–£900, and recovering even a third of the remedials currently going unquoted is usually the largest immediate gain in the whole system.
Four ways this goes wrong
- Emailing the certificate and considering the job closed. The customer sees a PDF full of codes, does not understand what is urgent, and does nothing until they sell the house.
- Keeping recertification dates in a certification app that cannot message anybody. Holding the date is not the same as acting on it, and five years is longer than most filing systems survive.
- Sending a landlord with a portfolio one message per property. It reads as spam, it is impossible to act on, and the agent books whoever sent a single tidy schedule instead.
- Quoting remedials verbally at the door. Nothing written means nothing to chase, and the £600 of works you identified gets done by whoever puts it on paper.
The two pages behind this one
This page is the intersection. For the wider picture:
CRM & Automation in general
Everything about marketing for electricians
Questions
How far ahead should the recertification reminder go out?
About two months before the recommended date, with a second prompt a fortnight before. Landlords in particular need lead time because they have to arrange tenant access, and an agent who hears from you in good time will book a run of properties rather than scrambling for whoever is available. Contacting them after the date has passed means somebody else has already been.
Will a five-year reminder still reach the right person?
Often not the same person, which is why the property matters as much as the contact. We record the address as the anchor, so when the reminder fires you can approach the current owner or agent with a genuine reason to make contact: the installation was inspected on a stated date and is due again. That is a far warmer approach than a cold leaflet.
Can the system record the actual EICR codes?
It records enough to drive the follow-up, which is the code level, a short description and the estimated remedial value. The certificate itself stays in your certification software, which is the correct place for the technical record. The CRM is doing something different: making sure the conversation about fixing the faults actually happens more than once.
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