filling certificate

[davek]

hi all
I have just registered with elecsa prior to my assessment. thy have sent some model certification form with reference to the certificate number do you just start at number 1 or are there duplicate books available to buy pre numbered, like invoice pads.
Hope that makes sense
regards
Dave

 

[sparks1234]

hi all
I have just registered with elecsa prior to my assessment. thy have sent some model certification form with reference to the certificate number do you just start at number 1 or are there duplicate books available to buy pre numbered, like invoice pads.
Hope that makes sense
regards
Dave

Number your own, when I was with Elecsa I started from no 1 with a prefix of my companies initials

 

[telectrix]

or start with 1301 for 1st in 2013 and so on.

 

[davek]

Ok cheers I have just spotted that once joined you can get there branded ones would of thought carbon copies would be a must to stop anyone altering after.

 

[Silly Sausage]

Start with 482980, looks like you've in business for ages then.

 

[Octopus]

I use the same number as the invoice and I started my invoice numbers at 10500!

 

[Traineenoob]

I use the date so 16th Decmeber 2013

161213

Easy

 

[Plonker 3]

Ok cheers I have just spotted that once joined you can get there branded ones would of thought carbon copies would be a must to stop anyone altering after.

One of the stipulations of Part P and also good practice is to keep a copy of all certs you issue too. So should you wish make your own templates or buy one of several computer programmes to issue them that,s also fine.

 

[SJD]

Like Murdoch, I use the same number as I use for the invoice, and for an estimate if applicable. I number mine sequentially based on the year, for 2013 I use 13001, 13002 etc. - except I skip a few numbers now and again if I want to appear busier than I actually am!

 

[Rockingit]

I use QuickBooks Pro for my accounts and my certs get done to a pdf template, but in QB you can attach reference documents to the invoice on the system so you can quickly link to see all the technical docs that relate to that invoice. I also use printed carbon pads for small house calls where a handwritten few lines is more than sufficient. All individually numbered so no job gets lost using either system. The pads are great as at the end of the theres a space for my/guys signature and then also the clients....no way they can come back and argue in the future!! If I get a minute I'll post one up.

 

[Rockingit]

Especially for Murdoch - here's a QB / Attachments screenshot. You can either keep files associated with the master customer record or individual ones that relate to specific invoices or estimates (pretty much any document that you issue, tbh).

 

[ArseyDee]

Especially for Murdoch - here's a QB / Attachments screenshot. You can either keep files associated with the master customer record or individual ones that relate to specific invoices or estimates (pretty much any document that you issue, tbh).

View attachment 21811

QB looks pretty cool. I use SliQ Invoicing; takes some getting used to, but you can customise loads of stuff and relate documents to a specific customer/quote/invoice etc.

 

[Rockingit]

QB looks pretty cool. I use SliQ Invoicing; takes some getting used to, but you can customise loads of stuff and relate documents to a specific customer/quote/invoice etc.

It is. I used to use Sage, but got given QB as a freebie when I moved accounts to Barclays a few years ago so decided to start using it and now wouldn't go back. It's quite good in ways that say, for example, - you give a customer an estimate for a job. If you generate that estimate using QB then it's already started the tracking process and with a couple of clicks after the job is done it's become your invoice. If you want to (I don't) you can do all your stock control as PO's to suppliers which then create materials lists for jobs, timesheets, job logging.... and so on. It's as big or as small as you want it to be, tbh.

 

[ArseyDee]

It is. I used to use Sage, but got given QB as a freebie when I moved accounts to Barclays a few years ago so decided to start using it and now wouldn't go back. It's quite good in ways that say, for example, - you give a customer an estimate for a job. If you generate that estimate using QB then it's already started the tracking process and with a couple of clicks after the job is done it's become your invoice. If you want to (I don't) you can do all your stock control as PO's to suppliers which then create materials lists for jobs, timesheets, job logging.... and so on. It's as big or as small as you want it to be, tbh.

I moved to Barclays. Don't remember that freebie though. Should've paid more attention.

 

[Silly Sausage]

I moved to Barclays.

My mate works for Barclays IT in Knutsford.
I'd check your bank statements on a regular basis mate.
Believe me, their software is barely hanging on with its fingernails!!!