Job Management Integrations

Connect CertMate with the
job management software you already use.

Stop retyping the same job details twice. Pull a job straight from your job management platform, prefill the certificate, and push the finished PDF back onto the job when you're done.

One connection, no more double entry

Every integration works the same way: search for your job from inside CertMate, select it to prefill the customer and site details, then push the finished PDF straight back onto the job when you're done. Nothing syncs in the background, you stay in control of exactly what gets pulled across.

Fergus

Find your Fergus job, right inside CertMate

Search by job number or customer name while starting a new certificate. Select the right job and CertMate prefills the customer name, phone, email and site address for you, so nothing gets typed twice.

The certificate links to that job automatically. Once it's signed off, push the finished PDF straight back onto the Fergus job as an attachment, ready for your office to see, no separate upload required.

Find a Fergus job

4224

4224 – Aroha Ngata

14 Ponsonby Road, Auckland

Select a job to prefill the customer and site address.

Job

✓ Linked

Fergus

CM-4224 – Aroha Ngata

PDF pushed to Fergus on 29 Jul 2026, 22:18.

↑ Push PDF to Fergus
Fergus One click, done

The certificate finds its way back to the job on its own

No competing certificate platform integrates with Fergus like this. Generate the certificate and it's already linked to the right job, so all that's left is one click to push the finished PDF back where your team can find it.

Your reference numbers stay consistent too: CertMate combines your own job reference prefix with the Fergus job number, so every certificate still fits your existing numbering.

Read the full Fergus integration guide →
Simpro

Find your Simpro job, right inside CertMate

Search by job number or customer name while starting a new certificate. Select the right job and CertMate prefills the customer name, phone, email and site address for you, so nothing gets typed twice.

The certificate links to that job automatically. Once it's signed off, push the finished PDF straight back onto the Simpro job as an attachment, ready for your office to see, no separate upload required.

Find a Simpro job

8891

8891 – Mitchell Rangi

22 Beach Road, Tauranga

Select a job to prefill the customer and site address.

Job

✓ Linked

Simpro

CM-8891 – Mitchell Rangi

PDF pushed to Simpro on 5 Aug 2026, 15:42.

↑ Push PDF to Simpro
Simpro One click, done

The certificate finds its way back to the job on its own

Generate the certificate and it's already linked to the right job, so all that's left is one click to push the finished PDF back where your team can find it.

Your reference numbers stay consistent too: CertMate combines your own job reference prefix with the Simpro job number, so every certificate still fits your existing numbering.

Read the full Simpro integration guide →

Connect Fergus in under a minute

No developer, no setup fee, nothing to configure in Fergus beyond generating a token.

1

Generate a token in Fergus

Settings → Integration Centre → Fergus API → Generate PAT.

2

Paste it into CertMate

Head to Integrations in your CertMate settings and connect Fergus.

3

Start finding jobs

Every new certificate can now pull straight from Fergus.

Connect Simpro in under a minute

No developer, no setup fee, just your Simpro build URL.

1

Enter your Simpro build URL

Head to Integrations in your CertMate settings and connect Simpro.

2

Log in and approve access

You're sent to Simpro to log in and approve CertMate, then straight back.

3

Start finding jobs

Every new certificate can now pull straight from Simpro.

Coming soon

More job management integrations on the way

Fergus and Simpro are live, and we're already looking at the next one. If your team runs on a different job management platform, tell us, that's exactly what shapes what we connect to next.

Tell us which platform you use

Integration questions

Does connecting Fergus cost extra?

No. It's included on every CertMate Electrical plan at no extra cost.

Does this sync my whole customer list automatically?

No, and deliberately so. You search and pick the specific job you're certifying, so nothing gets pulled across that you didn't ask for.

Can I disconnect Fergus later?

Yes, any time, from the Integrations page in your settings. Certificates already linked to a Fergus job stay linked, you just won't be able to push new PDFs until you reconnect.

Is my Fergus login stored anywhere?

No. CertMate never sees your Fergus username or password. You generate a personal access token inside Fergus yourself, and that token is encrypted before it's stored.

Does connecting Simpro cost extra?

No. It's included on every CertMate Electrical plan at no extra cost.

Can I connect both Fergus and Simpro at once?

No, one job management connection at a time. Choose whichever platform your team actually runs on.

Is my Simpro login stored anywhere?

No. CertMate never sees your Simpro username or password. You connect via Simpro's own secure login screen, and only an encrypted access token is stored.

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