An electrical CRM that will not call a job done until the inspector signs and the utility reconnects.
An electrical job is rarely done when the crew leaves. There is a permit to close, an inspection to pass, sometimes a correction, and for service upgrades a utility reconnect to wait on. Generic field software marks the job complete when the invoice is sent. We build the CRM to hold it open until the paperwork says it is.
Two kinds of work, a dozen jurisdictions and a utility that keeps its own calendar
Service calls are priced by assembly: the device, the fixture, the circuit, with a trip charge and a first-versus-additional rule, and troubleshooting sold in blocks with an approval point. Projects are different animals: a panel upgrade, an EV charger, a standby generator, a remodel, each with photos, a load calculation, a quote with options, a deposit, a permit, materials with lead times, a crew day, an inspection and a final. The same system has to carry both, and a generator install is not a service call that ran long.
Permits make the trade unusual. Each town has its own office, fees, inspection types, scheduling method and code edition, and the job cannot bill in full until the inspector signs. Service upgrades add the utility: a request, a disconnect window, a reconnect that may slip. Generators add lead times and another trade for the gas line. A job can be waiting on four outside parties at once, and if the waiting is tracked in someone's head, something gets forgotten and the customer calls to ask why their power is still off.
Then the accounts. A builder with several houses in progress, progress billing, retainage and change orders for what turned up behind the drywall. A property manager with a lighting retrofit across three buildings. Each electrician's license and continuing education with renewal dates, and the master's license on every permit. Off-the-shelf software folds all of this into notes.
What an electrical contractor's CRM has to track
Every item below is a place where a job stalls when it lives on a sticky note.
Photos on the lead before the quote
The panel, the main breaker, the meter and the route, uploaded by the homeowner from the website or the receptionist's text link, with the estimator's notes and the load calculation attached. The quote starts from the photos, and the first visit is often the install.
Quotes built from assemblies with your labor units
Each device, fixture and circuit as a line with your measured labor time, the first-versus-additional rule, an access factor for finished ceilings and tight attics, an allowance for older homes, troubleshooting blocks and a written change-order rule. See how electrical pricing is built.
Permits and inspections per jurisdiction
Permit number, office, fee, code edition in force, inspection types, dates, results and correction lists on every job, plus a board of every job waiting on an inspector, so nothing sits forgotten for a month.
The utility's side of the job
On service upgrades and meter work: when the request went in, the confirmation, the disconnect and reconnect windows, who you spoke to, and the notice to the homeowner that the power will be off, all on the job record.
Projects with stages and materials
The panel upgrade from photos to reconnect, the generator from site visit through pad, gas line coordination, transfer switch, start-up, warranty registration and the first maintenance visit, each stage with an owner, a date and the materials ordered against it.
Builder and property manager accounts
Multiple jobs under one account, progress invoices, retainage, lien waivers, certificates of insurance on file, change orders approved by text, and a statement per project, so the office is not rebuilding the account in a spreadsheet each month.
How we build an electrical contractor's CRM
The first version was built for our own service companies; yours is shaped around your jurisdictions, your assemblies and your accounts.
Pipelines by kind of work
Service, EV chargers, panel and service upgrades, generators, remodel and commercial each move through stages named your way, and the board shows how many jobs and how many dollars sit at each one.
Generator maintenance that schedules itself
Every generator sold becomes a recurring maintenance visit on the interval the manufacturer specifies, with a reminder to the owner and a slot on the board before storm season.
Licenses and continuing education per electrician
Each electrician's license class, number, renewal date and continuing education hours, with the master's license attached to permits, and a reminder before anything lapses.
Signed, paid and changed by phone
Options on the quote, a signature, the deposit, and change orders for what the crew found behind the wall approved by text and logged on the job. Approval triggers a server-side re-price, which is what stops a tampered total.
The report the owner reads on Monday
Quote close rate by project type, days waiting on inspections by jurisdiction, callbacks and failed inspections per electrician, revenue by work type and by account, this year against last, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for electrical, answered.
Is a custom CRM better than Jobber or ServiceTitan for an electrical shop?
They are solid products for the average contractor, and our comparison is fair to them. A custom build is molded to one contractor: your assemblies, your jurisdictions, your builder accounts and your reports, and because it lives in your own accounts, no vendor can charge per seat or raise the rent.
Can it track permits across several towns with different rules?
Yes. Each jurisdiction carries its own office, fees, inspection types, scheduling method and code edition, and every job inherits them from its address, so the office is not looking up the rules each time.
Can customers upload photos before we quote?
Yes. The website form and the receptionist's text link both put photos on the lead, and the estimator sees them with the address and the project type before calling back.
Does it handle builders with progress billing and retainage?
Yes. Builder accounts hold multiple jobs, progress draws at rough-in and at trim-out, retainage, lien waivers and change orders, with a statement per project at month end.
Can we bring our jobs over from the software we use now?
The customer list and the invoices nearly always come across; permit records and photos depend on what the vendor lets out. We read the export first, map it, and keep the old system readable for a while. Our guide to switching without losing data explains the steps.
Custom CRM for electrical. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole electrical setup.
Instant website checkup