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EICR Tracker Spreadsheet

EICR tracking spreadsheet for landlords and property managers to monitor inspection dates, expiry reminders, remedial work status, and compliance across multiple properties. Free PDF download.

EICR Tracker Spreadsheet

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What Is It?

An EICR tracker spreadsheet is a tabular document designed to record and monitor the EICR status of every property in a landlord's or agent's portfolio. Each row represents a property, with columns for the property address, EICR date, expiry date, inspector details, overall result, remedial work status, tenant notification dates, and next action required. It serves as a single source of truth for electrical compliance, making it easy to identify which properties are due for inspection, which have outstanding remedial work, and which are fully compliant.

About This Template

Managing EICR compliance across multiple properties is one of the most common pain points for landlords and property management companies. With the Electrical Safety Standards in the Private Rented Sector (England) Regulations 2020 imposing fines of up to £30,000 per breach, having a reliable system to track inspection dates, expiry reminders, and remedial work deadlines is essential. This EICR tracker spreadsheet provides a structured format for recording every property's EICR status at a glance, so nothing falls through the cracks.

When to Use

  • When managing 2 or more rental properties and needing to track EICR compliance across the portfolio
  • At quarterly or annual portfolio reviews to verify no certifications have lapsed or are about to expire
  • When onboarding new properties to a management portfolio to establish baseline compliance records
  • When a local authority issues an improvement notice or requests evidence of electrical safety compliance across multiple properties
  • When handing over property management responsibilities to a new agent or in-house team

What to Include

  • Property reference or ID number for easy cross-referencing with other management systems
  • Full property address including postcode for unambiguous identification
  • Property type: flat, house, HMO, or commercial — as this affects inspection frequency and scope
  • Date of last EICR and the inspector's name, company, and registration scheme (NICEIC, NAPIT, ELECSA)
  • EICR overall result: Satisfactory or Unsatisfactory, with the number of C1, C2, C3, and FI observations recorded
  • EICR expiry date calculated as 5 years from the inspection date (or sooner if recommended by the inspector)
  • Remedial work status: Not Required, In Progress, Completed, or Overdue — with target completion date and actual completion date
  • Tenant notification dates: date EICR copy was provided to current tenants and date provided to any new tenants at the start of their tenancy
  • RAG (Red/Amber/Green) status column for at-a-glance compliance overview: Green = compliant, Amber = due within 3 months, Red = overdue or unsatisfactory
  • Notes column for recording any special circumstances, access issues, or follow-up actions required

Tips

1

Update the tracker immediately after every EICR is completed — do not batch updates, as this is when properties get missed and deadlines slip

2

Set up automated reminders at 6 months, 3 months, and 1 month before each EICR expiry. The 6-month reminder gives you time to book an electrician; the 1-month reminder is your final safety net

3

Use the RAG status column in portfolio meetings and board reports to give non-technical stakeholders a clear picture of compliance across the portfolio

4

Store digital copies of every EICR alongside the tracker so that you can produce the actual certificate quickly when a local authority or tenant requests it

5

Review the tracker at every change of tenancy — even if the EICR is still valid, you are legally required to provide a copy to new tenants before they move in

6

For large portfolios, consider grouping properties by EICR expiry quarter so that you can negotiate bulk rates with electricians and manage inspections efficiently

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Frequently Asked Questions

How far in advance should I book EICR inspections?
Book at least 2-3 months before the expiry date. This gives you time to arrange tenant access, schedule the electrician, and — critically — allows a full 28 days for any remedial work if the EICR comes back unsatisfactory, all before the current certificate expires. During busy periods (spring and autumn), electricians may have longer lead times, so 3-4 months is safer for large portfolios.
Can I use a digital spreadsheet instead of this PDF version?
Absolutely. This PDF template is designed to be used as-is or as a starting point for your own digital version in Excel, Google Sheets, or property management software. The key is that you capture all the fields shown in the template. Digital versions have the advantage of automated date calculations, conditional formatting for RAG statuses, and the ability to set reminder notifications.
What should I do if a tenant refuses access for an EICR?
Document every attempt to arrange access in the notes column of your tracker. Under the regulations, if a tenant refuses access despite reasonable efforts by the landlord, the landlord may be able to demonstrate that they have taken all reasonable steps to comply. Keep written records of all communication (letters, emails, text messages) requesting access, with dates and times of attempted appointments. As a last resort, you may need to seek a court order for access.
Do I need to track EICRs for properties I own but live in myself?
The legal requirement for EICRs applies to rented properties, not owner-occupied homes. However, if you have a mixed portfolio of rental and owner-occupied properties, it is good practice to include all of them in the tracker. This ensures consistency and means that if you ever decide to rent out an owner-occupied property, the EICR status is already recorded and up to date.

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