Maintenance Electrician Training Matrix
Track training, cards and certificate expiry for maintenance electrician roles in one live matrix, with evidence and reminders before work is affected.
- Requirements typical for maintenance electrician roles
- Expiry dates and evidence on the worker record
- Reminders before certificates lapse
- Import the matrix you already keep in Excel
14-day free trial. No card required.
| Worker | CSCS | IPAF | PASMA | First Aid | Asbestos |
|---|---|---|---|---|---|
| Ahmed KhanHVAC Engineer | 12 Aug 28Current | 18 daysExpiring soon | 03 Feb 28Current | 19 Sep 27Current | MissingMissing |
| John SmithSite Supervisor | 04 Jun 29Current | 22 Jan 28Current | 42 daysExpiring soon | 42 daysExpiring soon | 11 Nov 27Current |
| Sarah JonesElectrician | 28 Oct 28Current | 16 May 28Current | 16 May 28Current | 02 Dec 27Current | 09 Jul 28Current |
| Peter BrownGeneral Operative | ExpiredExpired | 14 Apr 28Current | MissingMissing | —Not required | 21 Jan 28Current |
What usually goes wrong
Maintenance electricians need recognised electrical evidence plus local authorisations for the systems they maintain. Client and premises rules should be visible without being mistaken for transferable qualifications.
Authorisation is site-specific
A technical qualification does not automatically grant switching or isolation authority at every premises.
Call-out scope is broad
Fault finding, testing and minor works demand different supporting records.
Example requirements for maintenance electrician roles
Examples only. Your organisation decides which requirements apply — they vary by activity, customer and site.
- ECS card or grade where required
- BS 7671 record appropriate to duties
- Inspection and testing where assigned
- Safe isolation or authorisation under local rules
- Asbestos awareness
Different roles, different assigned lists
Maintenance Electrician requirements should not be mixed into a flat “everyone needs everything” spreadsheet. Assign by role, then see gaps without colouring cells by hand.
Roles & requirements
4 roles · defined by your organisation
Electrician
12- ECS Gold Card
- CSCS
- 18th Edition
- First Aid
- Asbestos Awareness
HVAC Engineer
9- F-Gas Cat I
- CSCS
- IPAF 3a/3b
- PASMA
- Asbestos Awareness
Site Supervisor
6- SSSTS
- CSCS
- First Aid at Work
- Fire Marshal
- Asbestos Awareness
General Operative
26- CSCS
- Manual Handling
- Asbestos Awareness
Evidence stays with the person
Attach certificate images and card photos to the worker record so the date and the proof cannot drift apart when a client asks.
Ahmed Khan
HVAC Engineer · Mechanical · Employee
CSCS Skilled Worker Card
Expires 12 Aug 2028cscs-card-akhan.pdf
IPAF 3a / 3b
Expires 25 Aug 2026ipaf-3a-3b.pdf
F-Gas Category I
Expires 30 Apr 2029fgas-cat1.pdf
Asbestos Awareness (Category A)
No record heldNo evidence attached
What to track for maintenance electrician roles
Separate ECS, wiring-regulation and inspection awards, then add safe-isolation or authorised-person records by customer system. Track asbestos awareness for intrusive work in existing estates.
A practical starting set
- ECS card or grade where required
- BS 7671 record appropriate to duties
- Inspection and testing where assigned
- Safe isolation or authorisation under local rules
- Asbestos awareness
Where spreadsheets lose the detail
Excel copies an authorised-person date between sites and leaves no clear boundary between technical award and local appointment. Dispatch sees green but the receiving premises may not recognise it.
Requirements remain yours to define
Electrical duty, voltage, system, employer authorisation and client rules determine whether an electrician may perform a task. FieldClear tracks only the requirements your organisation assigns and the records you enter. It does not decide what is legally required, certify competence or authorise work, and this page is not legal or health and safety advice.
You can keep using Excel. But Excel won’t chase expiries for you.
Excel is flexible, familiar and free, which is exactly why almost every contractor starts there. The limitation isn’t the spreadsheet — it’s that a spreadsheet can only tell you what someone last typed into it.
Keeping it up to date
ExcelManual updatesFieldClearLive matrixShowing status
ExcelManual colour codingFieldClearAutomatic status updatesExpiry warnings
ExcelNo automatic remindersFieldClearExpiry reminders before the dateCertificates and evidence
ExcelStored elsewhereFieldClearAttached to the worker recordVersions
ExcelEasy to create multiple versionsFieldClearSingle source of truthFinding what matters
ExcelHard to see what changedFieldClearFilters and actionsHistory
ExcelNo audit historyFieldClearActivity history
Plenty of contractors run a perfectly good spreadsheet for years. The question isn’t whether Excel works — it’s whether anyone is checking it the week something quietly expires.
Pricing
Simple pricing based on workforce size.
Every plan includes the whole product. The only thing that changes is how many workers you’re tracking.
Starter
£29/month
Up to 25 active workers
For smaller contractors moving off a single spreadsheet.
- Most common
Growth
£59/month
Up to 75 active workers
For growing teams with several roles and requirement sets.
Pro
£99/month
Up to 200 active workers
For established contractors managing multiple teams and sites.
Every plan includes
- Live training matrix
- Certificate and evidence storage
- Expiry reminders
- Spreadsheet import (Excel or CSV)
- Roles and assigned requirements
- Users and permissions
- Activity history
- Filters, search and saved views
- Data export
- Email support
14-day free trial. No card required.
Questions people ask before signing up
Does the software tell me which qualifications are legally required?
No. The system helps you track the requirements your organisation assigns. You remain responsible for determining what applies to your workers and activities. We do not provide legal or health and safety advice.
Can I import my existing Excel training matrix?
Yes. Upload an Excel or CSV file, map the columns to workers, roles, qualifications and expiry dates, then preview the result. Nothing is created until you confirm the import.
Can I get reminders before certificates expire?
Yes. The system monitors expiry dates and sends reminders in advance. You choose how far ahead reminders are sent and who receives them.
Can I store certificates?
Yes. Attach supporting evidence such as PDFs and images to worker records, so the certificate sits alongside the expiry date rather than in a separate folder.
Can I track subcontractors?
Yes. Workers can be recorded as employees, subcontractors, agency workers or other worker types, and you can filter the matrix by type.
How does the free trial work?
You get 14 days with the full product and no card required. Import your matrix, invite colleagues and see whether it fits how you work. If you do nothing at the end of the trial, the account simply stops.
Related
- Electrical contractor training matrixElectrical maintenance sector hub
- Training matrix softwareLive matrix for every requirement
- Certificate expiry trackerAll expiry dates in one view
- ecs expiry trackerRelated credential tracking
- asbestos awareness expiry trackerRelated credential tracking
- permit to work expiry trackerRelated credential tracking
Your training matrix already exists. Make it useful.
Upload your spreadsheet and turn it into a live view of who’s current, what’s expiring and what needs attention.
14-day free trial. No card required.