General workflow
Complete forms on site
Fill out the CCEW form while you’re still on site. This reduces the chance of forgetting crucial details and saves you from having to make a return trip.Use the mobile-optimised form interface to complete certificates directly on your phone or tablet.
Validate before downloading
Always use the “Validate Form” button before downloading. This will run validation across the entire form and highlight any invalid fields, and clear out errors on completed fields. It’s a quick way to catch missing required fields and other simple errors.Don’t skip validation - it only takes a few seconds and can save you from issuing incorrect certificates.
Review before sending
Use the “Review Form” modal to give everything a final once-over. It’s much easier to spot a mistake in the summary view than by scrolling through the entire form preview or download.The review modal shows all your data in a clean, organised format for easy verification.
Profile management strategies
Create role-specific profiles
If you work in different capacities (installer vs tester), save separate profiles for each role. This prevents confusion and ensures accuracy.You can save one installer profile and one tester profile per account.
Keep profiles current
Whenever your licence is renewed or your contact details change, update and re-save your profile. This ensures all future CCEWs are accurate.Set calendar reminders to review and update your profiles quarterly and after licence renewals.
Use profile loading strategically
1
Load appropriate profile
Choose the correct profile for your role on the current job (installer vs tester).
2
Verify loaded data
Always review auto-filled information to ensure it’s current and appropriate for the specific job.
3
Update as needed
Make any necessary adjustments for the current job without affecting your saved profile.
4
Save updates (if permanent)
If changes are permanent (like new address or renewed licence), update and re-save your profile.
Data validation and accuracy
Customer information
1
Use address autocomplete
Take advantage of Google Maps address autocomplete to ensure accurate addresses.
Address autocomplete is a Pro-only feature providing unlimited searches for efficient address entry.
2
Verify contact details
Double-check phone numbers and email addresses. Typos here can prevent important communications.
3
Complete customer details
Fill in all available customer information to provide complete documentation for regulatory purposes.
Technical information
1
Installation details accuracy
Ensure all technical specifications (supply characteristics, earthing arrangements, etc.) are accurate and complete.
2
Test results verification
Double-check all test measurements and ensure they meet the required standards before submission.
3
Compliance checks
Review all compliance questions carefully and provide accurate responses based on actual installation conditions.
Documentation completeness
Before generating your CCEW, verify:- All mandatory fields are completed
- Technical specifications match the actual installation
- Test results are within acceptable ranges
- Compliance declarations are accurate
- Customer and installer/tester details are correct
Incomplete or inaccurate information can lead to compliance issues and may require re-inspection.
Subscription optimisation
Understanding tier benefits
- Free tier
- Pro tier
- 3 PDF downloads per month
- 3 recent forms saved automatically (opt-in)
- Manual address entry with validation
- Basic features best suited for occasional users
Making the most of your plan
1
Free users: Plan your usage
Track your monthly PDF downloads and plan important jobs accordingly.
2
Pro users: Leverage all features
Take advantage of smart address autocomplete, licence verification, and unlimited form storage to work more efficiently.
3
Monitor usage patterns
Review your usage patterns to determine if your current plan meets your needs or if an upgrade would be beneficial.
Compliance and record-keeping
Create a system for PDFs
Don’t just dump your downloaded PDFs into a random folder. Create a clear folder structure (e.g., by year, then by month, then by client) to make it easy to find a specific CCEW later.Use consistent naming conventions like “CCEW_ClientName_Date_SerialNumber.pdf”
Backup your records
Regularly back up your CCEW PDFs to a separate location (e.g., a cloud storage service). These are legal documents, and you’re required to keep them for several years.CCEW certificates are legal documents that must be retained for compliance purposes. Don’t rely on a single storage location.
Link to common mistakes guide
For a deeper dive into common errors and how to avoid them, read our full guide on common mistakes.Our blog contains detailed articles on compliance, efficiency tips, and industry best practices.
Troubleshooting and efficiency
Common workflow issues
- Address entry difficulties: Free users use manual fields; Pro users have smart autocomplete available
- Form not saving: Ensure you’re logged in and have sufficient usage limits (Free: 3 forms, Pro: unlimited)
- PDF generation errors: Verify all mandatory fields are completed before generation
Performance optimisation tips
Pro users can complete forms more efficiently using address autocomplete and licence verification features.
Always verify that your PDF has generated correctly before leaving the site, especially for compliance-critical documentation.
Getting help
- Check our troubleshooting guide for common issues
- Use the feedback system to report bugs or suggest improvements
- Pro users receive priority support for urgent issues
Advanced features
NSW licence verification
Pro users can verify NSW electrical licence numbers directly from the NSW Government database for accurate compliance.
Smart address autocomplete
Google Maps powered address search with Australia-specific filtering and unlimited autocomplete suggestions.
Unlimited form storage
Pro users get unlimited form saving with full history, while Free users can save 3 recent forms locally.
Profile auto-save
Profile saving for Pro users ensures your latest details are always available for new forms.