TagLedger

Your quick-start guide.

Set up your own workspace, record your results and come back ready for the next visit.

ACCESS + FIRST-TIME SETUP

Start with your own workspace.

You set up your own business, sites, rooms and items. TagLedger keeps the records together; you enter the readings from your appliance tester.

  1. Start your free trial

    Open tagledger-au.com and choose Start free trial. Enter your name, business, email and a password of at least 10 characters. You go straight into your private workspace. No payment details are needed for the seven-day trial.

  2. Choose a plan when you're ready

    Your trial countdown shows on the dashboard. To continue, open Subscribe / view plans and choose A$19 per month or A$190 per year. Checkout is handled securely by Stripe using your TagLedger email.

  3. Manage or cancel your subscription

    Subscribers can open Plans & billing, then Manage billing & invoices to update their card, download invoices or cancel. Your records stay saved.

  4. Sign in next time

    Use your email and password at tagledger-au.com/login. Forgotten your password? Choose Forgot your password? on the sign-in page and we'll email you a reset link.

  5. Add business and tester details

    Open Settings. Complete your business details for reports and invoices. Add your testing equipment: make/model, serial number, calibration due date and certificate reference.

SITES + ROOMS + ASSETS

Give every item a home.

A site is a property or workplace. A room is a location within that site. An asset is the individual item you inspect and test.

  1. Add a site

    Open Sites & locations, then Add site. Enter its name, business/client and address. Your workspace starts without preloaded motel rooms or items.

  2. Add rooms or other locations

    Under your site, open Rooms & locations. Type 1-12 to create Rooms 1 to 12, type a single number, or enter names such as Kitchen or Laundry. Select Add rooms.

  3. Add one item

    Choose Add asset. Enter a unique asset code and a specific item name, such as 3 Metre Lead or 4 Outlet. Select the site and room, confirm the appliance class and enter an appropriate retest interval.

  4. Or add common items in a batch

    Open Core items, choose the items and select your site. Choose existing rooms, or enter a room range. Set the quantity per room, review the asset list, then add it.

  5. Move an item or delete an empty room

    Open the room under Sites & locations. Use the asset location selector to move an item to another room at the same site. A room can be deleted only after all its assets have been moved.

INSPECTIONS + READINGS + OUTCOMES

Record the test you performed.

Perform the inspection and testing using your training and equipment. TagLedger stores the record; it does not perform the electrical test.

  1. Open the item

    From Assets, choose View, then Record test / retest. You can also use Scan / find to locate an existing QR-labelled item.

  2. Confirm who, when and which tester

    Select the asset and testing equipment. Check the tester name, test date and calibration information.

  3. Record each applicable outcome

    Set the visual inspection outcome. Enter actual readings for the checks you performed. Beside each reading, choose Pass or Fail. Choose Incomplete for an unfinished check or Not applicable when that check does not apply; leave its numeric reading blank.

  4. Choose the method and overall result

    Select the test method used. For TL, choose TL - Touch leakage and enter the actual mA reading. Select Pass, Fail, Incomplete or Not applicable as the overall result. Passing requires completed applicable checks.

  5. Add comments and save

    Use Quick comments as a starting point and edit the notes to match the item. Explain faults, repair/removal action, incomplete work or why checks do not apply. Choose Save test. If asked about an invoice, start one or save without an invoice.

PRINTING + REPORTS + THE NEXT VISIT

Label it. Find it. Follow it up.

A label helps you return to the right asset. The signed-in record holds the full details and test history.

  1. Print a thermal label

    Open the asset and choose Print 50 x 100 mm. Select a printer and label stock that support that size. Check the preview and print at actual size.

  2. Print eight labels on A4

    Open Reports and scroll to Print sticker sheets. Select your assets. Set any blank starting positions, then choose Print / Save A4 PDF. Use A4 portrait, 100% / Actual Size and turn browser headers and footers off. Test alignment on plain paper first.

  3. Return for a retest

    Choose Scan / find, or scan the printed QR. Sign in if requested. Open the item and choose Record test / retest. The new result is added to its history.

  4. Export records and finish invoices

    In Reports, filter the site and choose CSV or Print / PDF. Keep an exported copy of your register. For invoices, complete business details in Settings, manage clients in Accounts and finish any invoice shown in progress.

  5. Keep access current

    Stripe confirms successful payments and automatically updates access periods for matching accounts. If your trial or subscription expires, access is paused but your records stay saved. Contact [email protected] for billing help.