For many field service businesses, paperwork can be a tedious part of the work. We all know it’s necessary to document your work, but it can sometimes take up too much of the working day.
That’s where certification software can help.
It takes away long processes of filling out paper certificates. With easy-to-use dropdowns and tools, certification apps are essential for an engineer’s workday. These apps work in tandem with the office software to make your work processes faster and more streamlined.
You might notice that the available certificates for Clik Cert are separated into packs. These packs include a wide range of certificates to choose from. You can customise Clik Cert with the forms that are relevant to your industry.
We’ll be going over what the packs are and how they work.
What is Clik Cert?
First, what is Clik Cert?
Clik Cert is certification software for the field service industry. It’s the all-in-one tool that allows you to create, fill in and manage all your installation, maintenance certificates and forms in one place. It helps you step away from complicated paper certificates and gives you time to focus on growing your business.
Clik Cert is our solution for catering equipment maintenance engineers, plumbers, fire safety engineers and more. It’s a tool you can customise and make your own, depending on your industry and the type of work you do.
Alongside all the available tools, you can also request bespoke certificates to be created by our team so you can use them in your software. This is ideal if you want custom fields added to existing forms or if you want something entirely new and tailored to your business.
What are Clik Cert Packs?
Clik Cert packs are groups of certificates that you can purchase and activate in Clik Cert to use in the office software and apps. The packs are categorised and grouped by industry to make it easy for you to find the certs that are right for you.
Clik Cert can be tailored to suit your business. You can choose exactly how many packs you want to be in your software and which ones you need.
The packs are currently split into four different categories: Gas and Plumbing, Fire and Security, Catering and Renewables. Each category has separate packs that typically consist of 5 – 6 industry-standard certificates. The types of certificates range between packs. In the certificate packs, you’ll find everything from installation reports, safety checks, risk assessments and more.
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The Gas and Plumbing Packs
The Gas and Plumbing certificate packs consist of a range of certificates for testing and servicing. Split into five packs, you can find everything ranging from gas safety and oil to water hygiene and plumbing and heating certificates.
Clik Cert can make the paperwork straightforward for any job. Whether you’re carrying out safety checks for boilers or heat pumps or testing gas and oil safety for landlords. You can easily fill out compliance checks, issue ‘do not use’ warning notices and document Legionella risk assessments all in one place.
Here are some examples of certificates included in the gas and plumbing certificate pack:
- Landlord gas safety certificate
- Certificate of compliance
- Oil firing servicing and commissioning report
- Gas service record
- Legionella risk assessment
- Gas testing and purging certificate
To see which certificates are available in the Gas and Plumbing packs, see the full certificate list on the Clik Cert product page.
The Fire and Security Packs
Health and safety are incredibly important to the fire and security industry. Because of this, you need to make sure you document your processes efficiently. With the Clik Cert Fire and Security certificate packs, you can record wiring system inspections, commissioning checks, operational tests and much more.
For fire protection services and fire safety companies, Clik Cert has forms that support you through every fire alarm test, fire door inspection and fire extinguisher service. Whether it’s planned preventative maintenance, a new installation or an emergency call out, you can be prepared for every job that comes your way.
Clik Cert also has the right forms available if you specialise more in security solutions. It makes it straightforward to carry out everything from CCTV installations to intruder alarm services and access control maintenance.
Here are some examples of certificates included in the fire and security certificate pack:
- Fire alarm and detection service and maintenance certificate
- Fire extinguisher service and maintenance certificate
- CCTV installation certificate
- Fire door installation certificate
To see which certificates are available in the Fire and Security packs, see the full certificate list on the Clik Cert product page.
The Catering Pack
With the Catering certificate pack, you have everything you need to document safety checks for domestic and commercial kitchens. Whether you supply and service catering equipment for restaurants, hotels, schools or all the above, you can find a suitable certificate to accompany the job.
Produce professional certificates that give your customers peace of mind and ensure your team completes a thorough job every time. Assess and record ventilation systems and pipework inspections and report on equipment decommissioning checks. Keep everything all in one place so you never lose paperwork again.
Here are some examples of certificates included in the catering certificate pack:
- Catering appliances gas safety inspection
- Commercial catering inspection record
- Equipment decommissioning report
To see which certificates are available in the Catering packs, see the full certificate list on the Clik Cert product page.
The Renewables Packs
The Renewables certificate pack contains a range of forms that cater to the renewable energy industry.
Whether you carry out work on solar photovoltaic (PV) systems, solar thermal panels, wind turbines or heat pumps, you can efficiently track your work with Clik Cert. This way, your admin is streamlined for every installation and maintenance job.
Give your clients peace of mind by instantly providing documentation of the work carried out. Capture and attach photos to support your paperwork and demonstrate the quality of your installations.
Here are some examples of certificates included in the renewable certificate packs:
- Heat pump compliance certificate
- Electric vehicle charging point installation certificate (single circuit)
- Solar PV installation checklist
- Solar thermal panel maintenance
To see all the certificates available in the Renewables packs, see the full certificate list on the Clik Cert product page.
The Workplace Safety Pack
The Workplace Safety pack consists of three certificates that can apply to all industries.
With the risk assessment form, you can monitor your business’ health and safety. Record any hazards, monitor the severity and document the control measures you have implemented. Keep these digitally documented so you can easily find what you need when you need them.
The checklist included in the Workplace Safety pack walks you through safe-to-work checks that you might typically go through when onsite. It helps you keep track of whether exit doors are clearly marked or if floors are clear of tripping hazards and more.
The Workplace Safety pack is included for free with Clik Cert. Try out these certificates for free with the Clik Cert (Office) trial.
If you would like to look at the certificates in each pack in more detail, please get in touch with our team and we would be happy to give you a live demo of the software.
Bespoke Certificates
Clik Cert offers customised certificates to help you achieve your business goals. Our software empowers you to create certificates that align with your unique requirements. Tailor forms to suit the specific details of various jobs and industries.
Our team can craft a bespoke certificate based on your needs, even if there isn’t a standard version available in one of the certificate packs. Articulate your problem or idea and our team will identify the best solution and design for you. For instance, you can add more required fields, implement a regular checking process, enhance the level of inspection and more.
There are various benefits of using bespoke certificates in Clik Cert:
Completely customisable
Specify your certification requirements and tailor the certificate to your exact needs. Adjust colours and attach custom logos for instant brand recognition. Impress your clients with professional-looking documentation every time.
Suitable for all industries
Our team will construct the form based on your specifications, ensuring accuracy and relevance to your industry. Whatever your industry or the type of work you carry out, we can design forms that are tailored directly to what you need to document.
Whether you need a maintenance report, a service and inspection form, or a customised system certificate, we’ve got you covered. Some examples of using this feature for different certificates include:
- Fire alarm inspection and servicing report
- Maintenance certificate for photovoltaic systems
- Fire defence equipment
- Certificate of annual inspection
- Catering equipment
- Automatic door checklist
Easily accessible
After adding your customised certificates to the software, your entire team will be able to access them. Your field workers can document their work straight onto your bespoke forms when onsite using mobile form apps. This way, everyone can access what they need, wherever work takes them.
Experience the difference with bespoke certificates. Elevate your certification process by signing up for a free trial of our software now.
Key Benefits of Clik Cert
Clik Cert caters to a large range of trade industries to streamline the creation and management of documents and paperwork. With a range of features and tools, you and your team can experience these benefits when using Clik Cert:
Work offline
Utilise Clik Cert to input client details from your address book, export them to PDF and print your completed work in the office or when onsite. Our mobile apps for iOS and Android, Clik Cert (Field), empower your engineers to complete customised forms on the go. This ensures flexibility and efficiency, even when working in remote locations.
User-friendly interface
Navigate through our intuitive interface. No technical expertise is required – input your details and let the software do the rest. With quick-fill tools, you can speed up the process and then utilise validation to help you check your work before you complete it.
Multi-sector support
Whether you’re in fire safety, security services, gas or any related field, bespoke certificates have you covered. Generate certificates with ease across diverse sectors.
Time-efficient solutions
Save time with our efficient certificate generation process. Our software streamlines the creation and integration of certificates. It allows your team to focus on what matters most – delivering exceptional services.
What Packs do I Need?
Which packs you want to include in your software is down to what kind of work your business carries out. For catering engineers, you can fill out your equipment decommissioning reports and commercial inspection records with the Catering certificate pack. But if you also carry out other gas safety work, you can also add Gas and Plumbing packs.
With Clik Cert, you can pick as many certificate packs as you need to use in the software and mobile apps. Once purchased, you also have the option to activate or deactivate specific ones from within the software.
Clik Cert comes with the Workplace Safety certificate pack, as well as one other pack of your choice for free. Depending on what services you provide, one pack might be enough, but it’s easy to get extra packs added at any time. Just speak with your account manager to discuss any changes to your selected cert packs.
The software can be tailored to how you want to use it. If there are any fields missing from a particular certificate, or you want to customise them further to suit your services, our team can build bespoke forms for you. Impress your clients and keep them coming back with customised forms, unique to your business.
New to certification software and want to try it out for yourself? Download a free trial of Clik Cert and get started with the Workplace Safety certificate pack to see how it works for yourself.
This post was first published in November 2022 and has been edited with updated information.