Quotes, jobs and certificates without the paperwork
CRM for electrical contractors
Domestic rewires, commercial fit outs, EV chargers and periodic testing tracked from enquiry to certificate, with the compliance documents stored where the next job can find them.
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JobBoard: the electrical contractors edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the electrical contractors demo on its own page.
Who this is for
Built for electrical contractors
Electrical contractors with 2 to 50 electricians handling a mix of domestic, commercial and periodic inspection work, who need certificates, quotes and schedules in one place rather than three apps and a filing cabinet.
Periodic inspections that book themselves
Landlord and commercial sites carry their inspection cycle. Sixty days before expiry the site appears in the due list, the customer is emailed and the job is ready to schedule.
Certificates attached to the site, not lost in email
Test results entered on site, certificate generated as a PDF, stored on the site record and sent to the customer. The next electrician sees every previous certificate before they open the board.
EV charger and solar jobs with grant paperwork
Job types with their own checklists, the documents the grant scheme or DNO requires, and a status the customer can see, so nobody chases the office for an update.
Materials that flow to the supplier order
Quote line items become a materials list, grouped by supplier, exported or emailed as the order. Actual materials used are recorded on the job for margin reporting.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry
- Survey booked
- Quote sent
- Accepted, scheduled
- In progress
- Certified and invoiced
- Paid
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Xero
- QuickBooks
- Sage
- Google Calendar
- SMS
- Supplier price lists by CSV
Questions we get asked
How much is a custom CRM for an electrical business?
Typically 7,900 to 13,900 US dollars fixed for quotes, jobs, scheduling, certificates and accounting sync, delivered in six to eight weeks. A smaller quote and job tracker starts at 4,900. Your certificate templates are built in at no extra cost if you supply the current forms.
Can it produce electrical certificates?
Yes. Test results are entered on site from a phone, the certificate is generated as a PDF in your layout with your logo and registration details, numbered in sequence, stored on the site record and emailed to the customer. Templates for EICR, EIC and minor works are included; other forms are added on request.
Does it track periodic inspection dates?
Every site has a next inspection date. A due list shows what expires this month and next, customers receive an automatic reminder, and the office books the job from the list. This alone usually recovers thousands in repeat inspection work that used to be forgotten.
Can electricians use it on site?
Yes. The site view on a phone shows the address, previous certificates, access notes and today's checklist. Electricians capture photos, enter test readings, record materials and collect a signature. Work is saved offline and synced later. The office sees completed work and test readings the same day, and certificates are generated as soon as the readings are entered.
Tell us how your electrical contractors business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.