Electrical CRM
Electrical contractors use the same shop system built for HVAC and plumbing crews. One board for the office and the techs. The report is the electrical job, not a refrigerant checklist.
14-day trial. Card on file. If you never add a customer, job, quote, or invoice, we don’t charge.
What you get today
Pick electrical at signup. The service report stays on that work. An electrical shop does not inherit HVAC readings, R-22 flags, or a no-cooling checklist.
Schedule the work, hand the tech my-day, and keep clock in and out on the job. Arrived and on-my-way notices go out from that job. Access flags cover the dog, HOA, gate, and lockbox.
Send a quote with terms and a deposit percent. When they approve it, convert to an invoice. They pay the remaining balance on the customer portal or a pay link.
Photos on the service report are what the customer sees. The portal keeps invoices, the work you did, and the next visit on a link that does not expire.
Yes. Same jobs, quotes, invoices, and portal. The report is the electrical job, not a refrigerant checklist.
On this site
Name, logo, timezone, Gmail. Add a customer. Put a job on the board. That is the first morning.