How the app works
Test & Tag Pro follows a simple workflow. Once your business is set up, everything flows from client to equipment to testing to invoicing.
Your Data is Private
All your clients, equipment and records are completely separate from other users of the system. Nobody else can see your data.
Works on Any Device
Access from your phone, tablet or laptop on site. Use a tablet to test and a laptop back at the office for invoicing.
Two Printers
The app uses a label printer for 50×100mm tags and a regular A4 printer for invoices. The print dialog lets you pick which one each time.
Business Setup
Do this once when you first log in. Go to Settings → Business Setup in the left sidebar.
Fill in your business details
Enter your business name, address, contact name, phone, and ABN. These appear on every invoice you print so make sure they are correct.
Upload your logo
Click 📁 Upload Logo and select your business logo image (JPG, PNG or WebP, max 2MB). Your logo will appear on printed tags and invoice headers. If you don't have a logo yet, your business name is used instead.
Set your pricing
Go to Pricing & Email tab. Set your GST rate (default 10%), call-out charge, and cost per item. These are used to auto-calculate invoice totals.
Add your technicians
Go to the Technicians tab. Click + Add Technician and enter each technician's name and electrical licence number. Mark one as default — they'll be pre-selected when testing. The licence number prints on every tag.
Change your password
Click your name in the bottom-left corner to open the change password screen. Change your temporary password to something secure straight away.
Set up bank details (optional)
Still under Business Info, enter your bank account name, BSB and account number. These print at the bottom of every invoice so clients know where to pay.
Adding Clients
Each client is a business or site you test for. Go to Clients in the sidebar.
Click + Add Client
Fill in the company name, address, contact person, phone and email. The address and contact appear on invoices. Email is used for sending reports and reminders.
Client code is automatic
Each client gets a unique client code (01, 02, 03…) automatically. You'll use this to filter their equipment and invoices quickly.
Use the search to find clients
As your client list grows, type in the search box at the top of the Clients page to filter by name instantly.
Adding Equipment
Equipment items are the individual appliances you test. Go to Equipment in the sidebar, select a client, then add their items.
Select the client first
Use the dropdown at the top of the Equipment page to choose which client's equipment you're managing. The item list will load for that client.
Click + Add Item
Enter the item type (e.g. "Extension Lead", "Power Drill", "Kettle"), description, and any other details. An item number is assigned automatically.
New items start as "New to service"
Brand new appliances that haven't been tested yet show this status. Once tested, they'll be marked Passed or Failed.
Testing & Tagging
This is the core of your job. Go to Test Items in the sidebar when you're on site and ready to test.
Select the client
Choose the client from the dropdown. All their equipment loads in the table below. You can see what was tested last time and when the next test is due.
Click 🔬 Test on an item
This opens the test form for that item. You'll see the item details plus fields for test date, next due date, and which technician is testing.
Perform visual and electrical checks
Tick Visual Check and Electrical Check as you complete them. Both must be ticked before you can mark an item as Passed.
Mark Passed or Failed
Click ✓ Mark Passed or ✗ Mark Failed. Set the retest interval (3, 6, or 12 months) — the next due date calculates automatically.
Save the item
Click Save. The item is recorded with the date, technician, result and next due date. The 🏷 Print Tag button will appear — click it to preview and print the tag immediately.
Printing Tags
Tags are printed on 50×100mm self-adhesive labels. When folded around the appliance cord, both sides are readable — the front shows the result, the back shows the details.
PASS Tag
| Item No.001 | Next Due01/01/26 |
| LicenceLIC-0001 | Test Date01/07/25 |
| Tested ByJ. Smith | |
FAIL Tag
How the label works
The label is 50mm wide × 100mm tall. The top half (back) prints upside-down so that when folded it reads the right way up from the opposite side.
Fold it at the midpoint around the appliance cord, press the adhesive ends together. Both sides are now readable without removing the tag.
↕ Fold at 50mm midpointPrinting steps
After saving a tested item, click 🏷 Print Tag
A print dialog opens — select your label printer
Set paper size to 50×100mm and margins to None
Click Print — the tag prints as one label, fold and apply
Creating Invoices
Go to Invoices in the sidebar. Invoices are generated per job and include all items tested, call-out charges, GST and bank details.
Click + New Invoice
Select the client from the dropdown. Today's date is filled in automatically. The call-out charge comes from your settings but can be adjusted per invoice.
Fill in the line items
Each row is one item or group of items. Enter the item number, description, result (Pass/Fail), and quantity. The unit cost comes from your cost per item setting and the amount calculates automatically.
Review the totals
Subtotal, GST and total are calculated live as you type. Check everything looks right before saving.
Save and Print
Click 💾 Save Invoice to record it, then 🖨️ Print Invoice to open the print dialog. Select your A4 office printer — not the label printer.
Tracking Retests
The app automatically tracks when each item is due for retesting. Use the Due for Retest report to stay on top of your schedule.
Check the Due for Retest report
Go to Due for Retest in the sidebar. This shows all items whose next test date is approaching or has passed, across all your clients.
Check Failed Items
The Failed Items report lists every appliance currently tagged as failed. These should be taken out of service or repaired and retested. Follow up with the client to ensure compliance.
Print the reports
Both reports have a 🖨️ Print button. This opens a print-ready A4 landscape version of the table with your business logo — useful for leaving a copy with the client or keeping for your records.
Retest intervals
AS/NZS 3760 recommends different intervals based on environment and appliance type. Common intervals used in the app:
3 Months
Construction sites, hire equipment, harsh environments
6 Months
Factories, workshops, commercial kitchens
12 Months
Offices, schools, low-risk environments
Emailing Clients
Go to Email Clients in the sidebar to send retest reminders and reports directly from the app.
Set up your email first
Go to Settings → Pricing & Email and enter your email address, email password, SMTP server and port. Your email provider's SMTP details are usually available in their help centre.
Gmail:
smtp.gmail.com port 587Outlook:
smtp.office365.com port 587cPanel mail:
mail.yourdomain.com port 587Create email templates
In Email Clients, you can save template messages — for example a standard retest reminder you send every time an item is coming due. Set up the subject and body once and reuse it.
Select client and send
Choose the client from the dropdown, select or write your message, and click Send. The email goes from your SMTP address so clients can reply directly to you.
Test History Log
Every test event is now stored permanently as its own record. You get a complete audit trail per item — critical for compliance and useful when a client asks "when was this last tested and by who?"
History is recorded automatically
Every time you save a test result (pass or fail), a new entry is added to that item's history log. The history is never overwritten — each test event is a separate permanent record showing the date, result, technician, and any electrical measurements.
View history inside the item modal
Open any item from Equipment or Test Items. In the item window, click the History tab. All previous test events for that item are listed in reverse date order — most recent first.
View history across all items — Test History panel
Go to Test History in the sidebar. Select a client, then select a specific item from the second dropdown. The full history log for that item is displayed in a table, including all electrical measurements.
History result types
Each history event can be marked as one of four statuses:
Passed
Appliance passed both visual and electrical tests. Safe to use.
Failed
Appliance failed testing. Must be taken out of service.
Repaired
Appliance was repaired. Usually followed by a new Passed test.
Disposed
Appliance has been decommissioned and removed from service.
Electrical Measurements
You can now record the actual numerical readings from your PAT tester — not just Pass/Fail. This satisfies auditors and gives you a full record of appliance health over time.
Where to enter measurements
Click + Add Test Event from the History tab inside any item, or use the Test History panel's item selector. The test event form has a dedicated Electrical Measurements section — all fields are optional.
Fields available
Earth Continuity (Ω)
Resistance of the earth conductor. AS/NZS 3760 requires <1Ω for most appliances. Enter the reading in ohms, e.g. 0.12
Insulation Resistance (MΩ)
Resistance between live conductors and earth. Must be >1MΩ. Enter in megaohms, e.g. 99.9
Leakage Current (mA)
Touch leakage or earth leakage current. Maximum allowed varies by appliance class. Enter in milliamps, e.g. 0.25
RCD Trip Time (ms)
Time for the RCD to trip at test current. Must be <300ms at rated current. Enter in milliseconds, e.g. 28.5
Polarity
Select OK or Fail from the dropdown. Checks that Active, Neutral and Earth are correctly connected.
Locations & Sub-locations
Large clients often have equipment spread across multiple buildings, floors, or rooms. You can now organise items into a two-level location hierarchy so you always know where each appliance lives.
Create locations for a client
Go to Locations in the sidebar. Select the client from the dropdown, then click + Add Location. Give it a name like "Level 1", "Workshop", or "Building A". Leave the Parent Location field blank to make it a top-level location.
Add sub-locations
To create a sub-location (e.g. "Kitchen" under "Level 1"), click + Add Location again and this time select the parent from the Parent Location dropdown. Sub-locations appear indented under their parent in the list.
Building A → Boardroom, Kitchen, Server Room
Building B → Workshop, Storeroom
Assign locations to items
Open any item from the Equipment page. Click the Location tab inside the item modal. Select a location and optionally a sub-location from the dropdowns. Save the item.
Location shows in the equipment list
The Equipment page now has a Location column. Items show their location and sub-location at a glance (e.g. "Building A › Kitchen") so you can quickly see where everything is when planning a job.
Locations are also imported automatically
When importing items via CSV, if you include a location or sub-location name that doesn't exist yet, it's created automatically. See Import / Export below for details.
Asset Detail Fields
Each equipment item can now store detailed asset information — brand, model, serial number, purchase date, supplier, cost and a photo. Useful for large clients who need a full asset register.
Open any item and click "Asset Details"
When you open an item (from Equipment or Test Items), you'll see three tabs below the standard test fields: Asset Details, Location, and History. Click Asset Details to see and edit the new fields.
Fields available
Brand & Model
Manufacturer and model name/number. e.g. Brand: Bosch, Model: GSB 18V-55
Serial Number
The item's unique serial number from the manufacturer's plate.
Purchase Date
When the appliance was purchased. Enter in dd/mm/yyyy format.
Supplier & Cost
Where it was purchased and how much it cost. Useful for asset depreciation records.
Photo
Upload a photo of the appliance. Useful for identification on large sites. Max 5MB, JPG/PNG/WebP.
All asset fields are included in CSV export
When you export items to CSV (see Import / Export below), all asset fields are included — brand, model, serial number, purchase date, supplier, and cost. This gives you a complete asset register you can open in Excel.
Import & Export
Go to Import / Export in the sidebar. You can export all your items to a CSV file, and import items in bulk from a spreadsheet — ideal when taking over a new client with an existing asset list.
Exporting items
Click ⬇️ Download CSV. Optionally filter by client first using the dropdown. The file downloads instantly and can be opened in Excel, Google Sheets, or Numbers. All fields are included: client, location, item type, description, asset details, status, test dates, and technician.
Importing items — get the template first
Click 📄 Download import template (CSV). This gives you a correctly formatted CSV file with all the right column headers and three example rows. Fill it in with your items (delete the example rows first), save it, then upload it.
CSV column reference
Required
description — the item description. This is the only column that must have a value. Rows without a description are skipped.
Common fields
item_type, brand, model, serial_no, supplier, cost, status
Dates (dd/mm/yyyy)
purchase_date, test_date, next_due
Locations
location, sub_location — names are matched to existing locations, or created automatically if they don't exist yet
Tester
tested_by, licence_no — the technician who performed the last test
Running the import
Select the client the items belong to, choose your CSV file, then click ⬆️ Import. When it's done you'll see a summary: how many rows were imported, how many were skipped, and any errors with row numbers so you can fix and re-import.
Valid status values
The status column accepts exactly: Passed, Failed, or New to service. Any other value (or blank) defaults to New to service.
Forgot Password
If you can't remember your password, you can verify your identity and receive a temporary password sent to your registered business email — without contacting an administrator.
Open the forgot password panel
On the login page, click the Forgot password? link below the Sign In and New Account buttons. The login card slides away and a verification form appears in its place.
Enter your identity details
Fill in all three fields exactly as they are registered in the system:
ABN
Your business ABN. Spaces and hyphens are ignored — 12 345 678 901 and 12345678901 both work.
Testing Licence No.
The testing licence number linked to your technician record in Business Setup → Technicians.
Full Name
Your full name as it appears in the Technicians list. This is case-insensitive.
Receive your temporary password
If the details match, the system generates a secure 10-character temporary password and emails it to your registered business email address. The screen will confirm the masked email and your username.
Log in and change your password
Use your username and the temporary password to log in. Then immediately click the 🔑 key icon at the bottom of the sidebar to open the Change Password dialog and set a permanent password of your choice.
For administrators
You can also reset any user's password directly. Go to Users in the sidebar, click the edit icon next to the user, enter a new password in the password field, and save. This works without needing to verify identity.
No SMTP configured?
If your business has no outgoing email configured in Business Setup, the reset will fail with a message saying so. In that case, an admin must reset the password manually via the Users panel.
Custom Report Designer
Go to Reports → Report Designer in the sidebar. The Report Designer lets you build a tailored equipment report — choose exactly which columns to include, filter by status or client, and sort however you like. Print it directly from the browser.
Set a report title
Type a name in the Report Title field. This title appears at the top of the printed page alongside your business name and the date it was printed. Examples: Failed Equipment — May 2026, ACME Corp Full Asset List.
Apply filters
Use the two filter dropdowns to narrow the report:
Filter by Status
Show only Passed, Failed, or New to Service items — or leave blank to include everything.
Filter by Client
Restrict the report to a single client's equipment, or leave blank to report across all clients.
Choose your columns
In the Columns to Include section, toggle the pill-style checkboxes to add or remove fields. Available columns are:
Default on
Item No. · Description · Type · Status · Test Date · Next Due · Client
Optional
Brand · Model · Serial No. · Tested By · Licence No. · Location
Sort the results
Choose a Sort By field (Description, Item No., Next Due, Status, or Test Date) and a direction — Ascending or Descending. The live preview table updates instantly.
Preview and print
The table at the bottom of the page shows a live preview of your report. The row count is displayed below it. When you're happy, click 🖨️ Print Report — a clean, print-ready page opens in a new tab with your business name, report title, date, and row count as a header.
Custom Tag Designer
Go to Reports → Tag Designer in the sidebar. Design your own tag layout: choose colours, fields, font options, tag shape, and whether to show your logo. Save multiple named templates and switch between them instantly. Print a sample directly to your label printer.
Customise the tag colours
Use the colour pickers in the Tag Colours panel to set:
Header BG & Text
The background and text colour of the top header bar — where "APPLIANCE TEST TAG" appears.
Body BG & Text
The main background and field text colour of the tag body.
Border
The outer border and internal grid lines colour.
Accent
Used for the warning banner strip ("DO NOT USE WITH EXPIRED TAG") if it is enabled.
The live preview on the right updates instantly as you adjust each colour.
Set tag text and options
In the Tag Options panel you can:
- Header Text — change "APPLIANCE TEST TAG" to any heading you prefer, e.g. ELECTRICAL SAFETY TAG.
- Standard Line — the compliance line under the header. Default: Tested in Accordance with AS/NZS 3760.
- Tag Shape — Square corners, Rounded corners, or Badge/Circle.
- Show logo / business name — toggles the logo box. If a logo is uploaded in Business Setup it shows; otherwise your business name is used as text.
- Show expiry warning banner — toggles the yellow "DO NOT USE WITH EXPIRED TAG" strip.
Choose and reorder fields
The Fields on Tag panel lists all available data fields. Use the checkboxes to show or hide each field. Drag the rows by the ⠿ handle to reorder them — the order you set here is the order they print on the tag.
Available fields
Item No. · Next Due · Test Date · Tested By · Licence No. · Description · Client · Serial No.
How many fields fit?
The front of the tag shows up to 4 fields in the bottom strip. The back shows up to 6 in a table. Enable only what fits cleanly at your printed size.
Save as a named template
When you're happy with a design, type a name in the Template name field at the bottom of the preview column and click 💾 Save Template. The template is stored in your browser and persists between sessions.
To apply a saved template, click the 📂 name button in the Saved Templates list. To remove it, click the ✕ button next to it.
Print a sample tag
Click 🖨️ Print Sample to open a print-ready page showing both the front and back of your custom tag at the correct 50mm × 100mm size. Use this to verify layout before applying it to live jobs.
Front vs Back
The preview shows both sides. The front is what faces outward when the tag is folded around a cord — it shows the result and logo. The back shows detailed test data in a table format.
Badge / Circle shape
The circle shape is best suited for equipment where a standard label won't fit — for example, attaching to a small plug. It condenses the layout into a round badge. Works best with 2–3 fields selected.
Frequently Asked Questions
Common questions from new users.
Yes — your data belongs to you. Here is what happens:
When your subscription expires
Your account is suspended and you will not be able to log in. However, all your data is retained on the server for 60 days after the expiry date. Nothing is deleted automatically during this period.
Option 1 — Reactivate your subscription
Contact us at support@byzhub.tech to reactivate. Your account will be restored exactly as you left it — all clients, equipment, test records and invoices intact.
Option 2 — Export your data first
Before your subscription ends, use Import / Export → Download CSV to download all your equipment records. You can also print reports from the Reports section. After 60 days without contact, your data may be permanently deleted.
💡 Best practice: Export your data regularly using the CSV export — it takes seconds and gives you a full offline backup of all your equipment and testing records.