ProLast reviewed 21 June 2026 · 3 min read

Issue a PAT testing record

Log portable appliance tests against a job and issue a tidy PAT record for your customer. It is evidence-grade documentation that supports your duties, not a statutory certificate.

What it is

A PAT record lists the portable appliances you tested on a job, the result for each, and the test details. You build it from the booking and issue it to the customer.

PAT is not required by a named certification scheme. This record is evidence-grade documentation that helps you and your customer show electrical equipment was maintained, in line with the Electricity at Work Regulations 1989. It is not a statutory certificate.

What goes on the record

Each appliance with its description, the pass or fail result, the test date and, where relevant, a suggested next test date. A clear record makes the next visit and any insurance question much easier.

Before you start

You will need a TradeBooked account on the Pro or Autopilot plan, and a booking for the job you tested.

Setup steps are in your dashboard

This is a Pro feature. Sign in on a Pro plan to see the step-by-step setup for your number.

Common questions

Is this a statutory certificate?

No. PAT is not required by a named certification scheme. This is evidence-grade documentation that supports your duties under the Electricity at Work Regulations 1989.

Can I record a failed appliance?

Yes. Record passes and fails, so the record is an honest account of what you found.

Does the customer get a copy?

Yes. You issue the record and send it to the customer, and you keep a copy on the job.

What plan do I need?

Issuing PAT records is on the Pro and Autopilot plans.