Generating a job completion certificate
A job completion certificate is a formal document confirming work has been completed to specification, signed off by the customer. It is especially useful for larger jobs, extension and renovation work, and jobs requiring building regulations sign-off.
How to generate a completion certificate
Navigate to Jobs and open the job you want to certify. The job must be marked as Complete before the certificate option becomes available.
In the job detail view, click the Documents button in the top action bar and select Generate completion certificate from the dropdown.
Trade2Base pre-fills the job description, completion date, and engineer name from the job record. Check these details are accurate before proceeding.
Use the custom notes field to include any relevant completion remarks, warranty information, or follow-up instructions for the customer.
Send the certificate to the customer via email or share a signing link directly. The customer can sign digitally through the Trade2Base customer portal without needing an account.
Completion certificates require a customer digital signature to be fully valid. Once signed, the document is locked and cannot be edited — a new certificate would need to be generated for any changes.
Frequently asked questions
Yes. Go to Settings > Documents > Completion Certificate to edit the template. You can add your logo, adjust the layout, and include custom fields such as warranty duration or reference numbers.
Yes. Electronic signatures are legally recognised under UK law via the Electronic Communications Act 2000 and the eIDAS regulation (retained post-Brexit). The Trade2Base signing process records the signer's email, IP address, and timestamp as evidence of intent.
Yes. Once the certificate is signed, open the associated invoice and click Attach document. Select the signed completion certificate to include it as a PDF attachment in the invoice email.
Not automatically. Payment reminders are tied to the invoice due date, not the certificate. However, generating a signed certificate is a good trigger to send the final invoice if you have not already done so.
Still need help? Contact support
Completion certificates, digital signatures, and documents — all built into Trade2Base.
Start free trial