This feature is in a Pilot stage. This means we have only released it to a small selected group of Tradify companies in order to test the feature in its entirety in real world situations. We do this to uphold our high standards for design and functionality when we add new features.
If you are interested in using this feature, please email firstname.lastname@example.org to express your interest.
Introduction to Completing a NSW CCEW
The Tradify mobile app now allows Electricians to complete the New South Wales CCEW (Certificate of Compliance for Electrical Work). This new process will:
- Pre-populate Job, Customer and License information saving you loads of time creating a certificate.
- Help keep you organised by having more things in one place..
- Allow you to email the form to all necessary parties; NSW Fair Trading, the Customer and the Meter Provider.
Entering your License details in Mobile Settings
Let’s get started by entering your NSW Electrician license details within Tradify. Doing this will save you time entering your license details for each and every certificate.
- Go to Settings in your mobile app
- Tap Certification License
- Enter your License number and Expiry date
- Tap Save
Your License details are now stored in Tradify, saving you time on each certificate you create.
Completing a CCEW
Tap on the new Certs tab item within a job.
This is where you can create new Certificates. Tap on Create CCEW Certificate to get started.
You will see we have pre-populated the Serial Number field with your Certification License Number. We have used the Job number as a suffix to make it unique. You can change this serial number if necessary.
You can now tap on the various CCEW form sections to complete the form. You will see as you tap on various sections we have pre-populated data from your Job, Customer and your own Tradify staff details to speed this process up.
Previewing the CCEW
Once you have completed the necessary fields, you can preview the PDF using the grey button with the Eye icon in the top of the screen.
This will show the information you have entered in Tradify appear in the NSW CCEW PDF.
Sharing the CCEW with all necessary parties
To send this PDF to all necessary parties, close the preview and hit the green Complete & Send button. You will be taken to an email view where you can control who you would like this form to be sent to.
By default we have populated the recipients with:
- NSW Govt. Certs email
- Energy Provider email
- Customer email
We have also put your email address in the Cc field to you have a record of the form in your email inbox as well.
When you have tapped Send you will be taken back to the Certs tab. You will now see the Certificate you have just created. If necessary, you can step back into your Certificate you’ve just created to make any adjustments and resend it.
Any Certs that have been emailed will now have the status marked as 'Completed and Sent'.