Paperwork that keeps pace with the job
The modules came out of EV charging, solar, battery and heat pump installs; a general electrical job uses the same ones. Each set is country-specific: the UK today, the US and other English-speaking countries next. The EIC comes from the test results typed in on site; when the customer signs, the certificate and the claim are ready to go.
The UK set, built into the job
Pick the job type, low-carbon or plain electrical, and everything that job needs is already on it, in the order you'd do it anyway. Each module is a country's rules written into a form: what photos and test results it needs, what comes out, and where it goes.
Survey
EV Domestic Survey
EV charging
Your customer photographs the fuse board, the meter and where the car parks. The survey fills itself in from the photos and asks only what they can't answer.
- IET Code of Practice for EV Charging
- BS 7671 Section 722
Commercial Battery Remote Survey
Battery storage
Supply, space, access and photos gathered from the site contact before anyone drives out, so the site assessment starts with the answers.
- PAS 63100:2024
Solar Site Survey
Coming soonSolar PV
Roof, orientation, shading, the consumer unit and the route for the DC run, captured once with the photos MCS expects.
- MCS MIS 3002
- BS 7671 Section 712
Heat Loss Survey
Coming soonHeat pumps
Room-by-room fabric, glazing and emitter details for the heat loss calculation, so the pump is sized on evidence rather than a rule of thumb.
- MCS MIS 3005-D
- BS EN 12831
Scope & assessment
Commercial Battery Scope of Works
Battery storage
What is being installed, where, and what the site needs first. Agreed before the install date is set.
- PAS 63100:2024
- BS 7671
Site Assessment (PAS 63100)
Battery storage
The location, ventilation, fire separation and escape-route checks PAS 63100 asks for, recorded with photos. Installation cannot start until it is done.
- PAS 63100:2024
Applications & grants
G98 Demand Notification
EV charging · Heat pumps
The DNO told about the new charger or heat pump from the survey answers, through Connect Direct. Approval usually comes back within the hour, and the job chases it when it doesn't.
- ENA EREC G98
- ENA Connect Direct
EV Chargepoint Grant
EV charging
Eligibility checked before the charger goes on the wall, the grant's photos asked for while the engineer is there, the claim pack ready to send.
- OZEV EV chargepoint grant (renters and flat owners)
G98/G99 Generation Application
Coming soonSolar PV · Battery storage
Small systems notified after commissioning; bigger solar and battery systems apply first and wait for G99 approval before the install date.
- ENA EREC G98
- ENA EREC G99
- ENA Connect Direct
G100 Export Limitation
Coming soonSolar PV · Battery storage
The export-limitation scheme declared alongside the connection application, with the limiter settings recorded at commissioning.
- ENA EREC G100
BUS Grant Application
Coming soonHeat pumps
The voucher you claim on the customer's behalf, tracked from application to redemption on the job, with the MCS certificate attached when it is issued.
- Boiler Upgrade Scheme (Ofgem)
- MCS certificate required
Installation
Battery Installation Checklist
Battery storage
Every step of the install ticked off on site with the photo each one needs. Unlocked by the site assessment, never before.
- PAS 63100:2024
- BS 7671
- Manufacturer instructions
Solar Installation Checklist
Coming soonSolar PV
Mounting, DC wiring, isolation, labelling and the inverter, each with its photo, so the verification certificate has its evidence.
- MCS MIS 3002
- BS 7671 Section 712
- BS EN 62446-1
Heat Pump Installation Checklist
Coming soonHeat pumps
Siting, pipework, insulation, the cylinder and the electrical supply recorded step by step, ready for commissioning.
- MCS MIS 3005-I
- Building Regulations Part L
- BS 7671
Certification
Electrical Installation Certificate (EIC)
Any electrical job
Test results typed in on site, signed on the engineer's phone, the certificate emailed to the customer before the van leaves.
- BS 7671:2018+A2:2022
Building Control Notification
Any electrical job
Notifiable work reported through your Competent Person Scheme, NICEIC or NAPIT, within the 30 days, the reference filed on the job.
- Building Regulations 2010, Part P
- Reg 12(6A) notifiable work
- 30-day window, reg 20(3)
PV Verification Certificate
Coming soonSolar PV
The array test results and inspection record for the PV system, produced from the commissioning readings.
- BS EN 62446-1
MCS Certification
Coming soonSolar PV · Battery storage · Heat pumps
The MCS certificate raised from the job within its 30 calendar days of commissioning, its number filed for the SEG and grant claims that depend on it.
- MCS Installer Operating Requirements 2.0
- MCS MIS 3002 (PV)
- MCS MIS 3005 (heat pumps)
- MCS MIS 3012 (battery)
F-Gas Compliance
Coming soonHeat pumps
For split systems: the refrigerant charge, the engineer's F-Gas category and the leak check logged on the job.
- F-Gas Regulation (EU 517/2014, retained)
Commissioning
Battery Commissioning
Battery storage
Settings, readings and the functional tests recorded at switch-on, with the customer walked through the system before sign-off.
- PAS 63100:2024
- Manufacturer commissioning procedure
Solar Commissioning
Coming soonSolar PV
Open-circuit voltage, short-circuit current, insulation resistance and the inverter checks, typed in once and carried onto the certificate.
- BS EN 62446-1
- MCS MIS 3002
Heat Pump Commissioning
Coming soonHeat pumps
Flow temperatures, the weather compensation curve and the hot water settings recorded, and the customer shown the controls.
- MCS MIS 3005-I
- Building Regulations Part L
Compliance
Dry & Wet Riser Test
Fire & security
Each landing valve outlet gets a row, a photo and its own pass or fail. The dry riser annual pressure test result and next due dates are worked out for you. The certificate carries your logo, ready to email to the client.
- BS 9990
Fire & Security Remedials
Fire & security
A defect register on the job. Each defect is banded P1 to P4, and P1 to P3 get a target rectification date. Link the job’s quote and record the customer’s decision against it.
Sprinkler Service & Test
Fire & security
Weekly tests to the annual service: valve sets, pumps and defects recorded on the visit. An impaired system is flagged on the job, and the visit is signed off there.
- LPC Rules
- BS 9251
Fire Detection & Alarm Service
Fire & security
The panel, batteries, zones and signalling to the alarm receiving centre checked on each service. Defects are logged as you go.
- BS 5839-1
False Alarm (UFAS) Attendance
Fire & security
Every unwanted fire signal you attend, recorded with its cause code and the corrective action taken.
EVSE Statement of Compliance
EV charging
The seller's declaration for the charger you fitted, filled in from the model on the job and emailed to the customer.
- Electric Vehicles (Smart Charge Points) Regulations 2021, Schedule 1
SEG Registration
Coming soonSolar PV · Battery storage
The export tariff application, which needs the MCS certificate and the DNO notification first, so it is the last step and its clock starts when they are done.
- Smart Export Guarantee (Ofgem)
TrustMark Lodgement
Coming soonSolar PV · Battery storage · Heat pumps
The completed job lodged with TrustMark, with the lodgement reference kept on the job.
- TrustMark Data Warehouse
- PAS 2030 where retrofit applies
Sign-off
Battery QA Sign-off
Battery storage
A second organisation, the asset owner or a partner, checks the commissioned system against the evidence and signs it off in their own Onroute.
- PAS 63100:2024
Handover & records
Handover Pack
Any electrical job
Certificates, manuals, warranties and the photos assembled into one pack on completion and sent to the customer, kept on the job for the auditor.
- BS 7671 certification to the client
- Building Regulations Part P
On the way
Gas Safe & retrofit
Coming soonAny electrical job
Gas safety records and PAS 2035 retrofit modules are on the way.
- Gas Safety (Installation and Use) Regulations
- PAS 2035
US & other English-speaking countries
Coming soonAny electrical job
Country-specific module sets for the United States and other English-speaking countries are on the way.
- NEC (NFPA 70)
- State and utility programmes
Photos and results once. Every form draws on them.
Your engineer takes the photos and types in the test results once. The EIC, the grant claim and the handover pack are filled in from them, the DNO notification from the survey. Nothing is photographed twice. If a result is missing, the engineer hears about it on site, not from an auditor weeks later.
Features
- Each step lists its photos and results before the engineer sets off
- Test results typed once and carried onto every form that needs them
- Results checked as they're typed, gaps flagged before the engineer leaves
- A job can't be closed with a certificate missing
Sent off and chased until it's accepted
Printing the certificate is the easy part. Onroute sends the DNO notification from the job. You can see where it's got to: with the DNO, approved, or needing more information. Building control is notified through your scheme once the job is done. If the DNO is slow, Onroute chases.
Features
- The DNO and building control both notified from the job
- Every status change stamped with who did it and when
- Handover pack put together when the job completes, emailed to the customer
Deadlines and third parties
Every scheme runs its own clock, and each one starts on a different day. When something is sitting with someone else, the job says so. Coming soon: Onroute Intelligence counts each clock down on the job, so you see what is due before it runs over.
Features
- MCS 30 calendar days from commissioning, the DNO 28 days from installationComing soon
- Part P notification 30 days from completion of the work, under your own scheme accountComing soon
- ‘With third party’ and ‘Third party overdue’ shown on the job
- Anything overdue escalated, not left sitting in someone's inbox
- The compliance view lists what is due and what has run over
Never chase paperwork again
Bring your first job. The cert is sent before you're back in the van.