How Masterfix handles certificate flexibility across 100+ daily jobs

How Masterfix handles certificate flexibility across 100+ daily jobs

‘Being able to put our own job numbers on certificates, and then change the electrical certificate quickly from an unsafe EICR to Minor Works - those are the most beneficial things for how we run the business.’

Mark Woolner Electrical Manager, Masterfix Property Services

In this story

• Convert certificates as work requirements shift
• Custom job numbering keeps 100+ daily jobs traceable
• Regulation intelligence maintains consistency across 10 electricians
• Responsive support when regulations change
• 14 years of continuous use since 2010

Customer summary

Masterfix Property Services handles the full range of property maintenance - electrical, heating, plumbing, and building works. Their electrical team manages planned servicing for commercial clients like Nando’s, reactive maintenance for property management companies, and emergency insurance claims across the South of England.

Running a multi-trade operation that creates 100+ jobs daily means electrical certificates must stay organised and adaptable. This is why Masterfix has used Shine Forms since 2010.

‘I was doing consulting work for the ECA at the time, meeting contractors and seeing what software they used,’ explains Mark Woolner, Electrical Manager at Masterfix. ‘That’s when I came across Shine Forms.‘

Certificates that adapt when work changes

Property maintenance rarely follows the plan. You arrive to complete an EICR. The property fails. Now you need remedial work certificates. Or insurance damage reveals more extensive electrical issues than initially assessed.

‘We can quickly change a certificate from an unsafe EICR into Minor Works or an EIC, or update it to a satisfactory grade,’ Mark explains. ‘That flexibility is essential for how we operate.’

Shine Forms lets you evolve an existing certificate to match what the work actually became. No recreating from scratch when requirements change.

‘In terms of how we run the business, that’s the most beneficial thing.‘

Job numbers that prevent certificate chaos

Masterfix can create 100 jobs across multiple locations in one day. How do you ensure the right certificate matches the right job when it lands back in the office?

‘If 10 of those are EICRs, the engineer knows which job number to use,’ says Mark. ‘When the certificate comes back to the office, we know exactly which job it belongs to.’

Shine Forms lets Masterfix use its own job numbering system. Electricians enter the same reference number that already exists in their job management system. No manual matching. No confusion about which certificate relates to which invoice, which client, which property.

‘Being able to put our own job numbers on certificates is beneficial for how we run the business,” said Mark.

Regulation intelligence that maintains standards

Managing 10 electricians across residential, commercial, and insurance work means ensuring every certificate meets BS 7671 requirements, regardless of who completes it.

The software flags regulation issues as electricians work. Qualified Supervisors Mark and Dan check every certificate before it goes out, but the built-in intelligence catches problems early.

‘The regulation intelligence works well. We check all the electrical certificates that come back to us. The templates keep everything in a consistent format.’

Templates ensure formatting stays uniform across the team. New electricians follow the same structure as experienced ones. Clients receive consistently professional electrical certificates.

Support that responds when regulations change

Electrical regulations are updated regularly. When BS 7671 changes, someone needs to explain what’s different and why your certificates need updating.

‘Usually only when they update or regulations change, I email a message to support if we have any problems, and the team quickly sorts it out,’ says Mark.

Quick support responses keep work moving. No waiting days for answers when regulations shift and certificates need adjusting.

Features that save time on repeat work

Property management contracts often involve similar electrical installations across multiple properties. Starting each certificate from scratch wastes time.

‘On bigger jobs, electricians use the certificate copying feature. They can copy and modify certificates rather than starting from scratch each time.’

Similar layouts mean similar certificates. Copy the structure, update the specific readings, and move to the next property.

Software that adapts to operational reality

Multi-trade contractors like Masterfix don’t have simple, predictable workflows. Work changes mid-project. Certificates need matching to dozens of simultaneous jobs. And standards need maintaining across the team.

After 14 years, Shine Forms continues handling Masterfix’s electrical certification because it works with that reality rather than against it.

‘That flexibility and how it fits how we run the business - that’s why we’ve stayed with it.’

Mark Woolner Electrical Manager Masterfix Property Services