Where do I manage shared clients in WireWrite?

Sign in and open Company Clients from your company dashboard. The page lists every client your team has added. You can add a new client, edit existing contact details, or remove a client that's no longer needed. Any change is immediately visible to the rest of the team.

What details are stored in a WireWrite client record?

Each client record stores the client's name, postal address, phone number, email address and free-text notes. When any team member starts a new certificate they can look up an existing client by name and all the details auto-fill into the certificate's Client section.

Will my electricians see clients added by other team members?

Yes. Clients added by any team member are automatically visible to everyone on the team. There are no duplicate records across electricians, everyone sees the same contact details, and updates made by one team member appear immediately for the rest of the team.

Can I see every Certificate of Compliance issued for a specific client?

Yes. Certificate history per client is shared across the team — open the client in Company Clients and you'll see every CoC and ESC issued for that client by anyone in your company, in date order, with the issuing electrician's name and EWRB registration number.

I'm on an older Individual Pro plan. How do clients work for me?

Existing Individual Pro subscribers have their own private client list — only they see it. Per-seat accounts get the shared database described on this page, so the whole team works from the same list. Moving from Pro to per-seat billing moves your existing clients into the shared database automatically.

Shared Clients Guide | WireWrite NZ Company Accounts

Client database

WireWrite Company accounts get a shared client database so the whole team works from the same list. Open Company Clients from your dashboard to manage it.

Each client record stores:

Client name
Postal address
Phone number and email address
Free-text notes (site access codes, preferred meter location, anything useful next visit)

When anyone on the team creates a new Certificate of Compliance or ESC, they can look up an existing client by name and all the details auto-fill into the certificate's Client section. No retyping, no transcription errors.

Sharing clients across the team

Clients added by any team member are automatically visible to everyone. That means:

No duplicate client records across electricians.
Everyone sees the same contact details, address and notes.
Updates made by one team member are visible to everyone immediately.
Certificate history per client is shared — you can see every CoC and ESC ever issued to that client by anyone in the company, in date order.

Shared Clients

Client database

Sharing clients across the team

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