Compliance Certificates

Generate compliance certificates from a WhatsApp conversation. PDF to the manager in 90 seconds.

A compliance certificate is a formal document confirming that a system, installation, or item of equipment meets a defined standard. Quickler generates compliance certificates from a WhatsApp conversation: the engineer answers the required questions on site, and Quickler produces a structured PDF certificate automatically.

What it covers

Any trade that issues a certificate at the end of a job.

Compliance certificates are used to demonstrate that work has been carried out to a recognised standard. Common uses include:

  • Electrical installation condition reports (EICRs)
  • Gas safety certificates
  • Equipment inspection sign-off
  • Structural survey completion records
  • Fire safety and suppression system checks
  • Lift and access equipment certification

They form part of the audit trail required by insurers, regulators, and clients. In many sectors, issuing a certificate without a proper record of the underlying inspection creates liability.

Before and after

What the paper-based workflow costs.

A typical paper-based certificate workflow involves:

  • Engineer completes a paper form on site
  • Form is photographed or scanned and emailed to the office
  • Administrator checks the form, types data into a template, and generates the certificate
  • Certificate is emailed to the client and filed

This process typically takes one to two working days per certificate and requires at least three people to touch each record.

With Quickler: engineer answers WhatsApp questions on site, certificate is generated automatically, PDF is in the manager's inbox within 90 seconds. The administrative step is removed entirely.

Manager approval

One-click approval from the email. No login required.

The email

Certificate, summary, and approval button

The manager receives the completed PDF certificate as an attachment, a summary of the key answers and any flagged items, and a single approval button in the email body.

One click

Approve from the email. No login needed.

Clicking approve marks the certificate as signed off in the dashboard and timestamps the approval against the manager's account. No separate login required.

Reject with a note

Query raised back to the engineer via WhatsApp

If the manager has a query, they reject with a note. Quickler notifies the engineer through the same WhatsApp channel automatically.

FAQ

Common questions.

How does Quickler generate a certificate?

Quickler maps each certificate field to a WhatsApp question. The engineer answers on site by text, voice note, or photo. The PDF is produced automatically on completion.

Does the manager need to approve it?

Approval is optional and configurable. Where enabled, the manager receives a one-click approval button in the email alongside the PDF. Approval is timestamped and stored.

Is it legally valid?

Quickler produces a timestamped, structured record of the inspection answers and associated evidence. Legal validity depends on the specific standard and the engineer's qualifications. Quickler provides the record — the engineer provides the professional judgement.

What trades use this?

M&E contractors, gas safety inspectors, structural engineers, electrical installation firms, and any trade that issues a certificate at the end of a job.

How is the certificate stored?

The PDF is stored in the Quickler dashboard against the engineer and job, timestamped with submission and approval times. Available for download at any time.

Can the certificate template be customised?

Yes. Upload an example certificate you already use and Quickler builds the template from it automatically. No design work required.