Electricians

Electrical job management without loose paperwork.

Track callouts, compliance certificates, switchboard work, quote approvals, site notes, invoices, and review requests from one job record.

Electricians workspace

Emergency calloutsTracked on the job record

Active

Compliance certificatesTracked on the job record

Done

Switchboard upgradesTracked on the job record

Active

Quote approvalsTracked on the job record

Done

Operating flow

From the first enquiry to the next booking

Capture calls, missed calls, quote requests, repeat work, and site details.

Assign the right tech or team with priority, service area, and schedule load visible.

Keep notes, documents, photos, approvals, and customer messages on one timeline.

Move from completion to invoice, review request, rebooking, and overdue follow-up.

Automation

Connects to invoice status and payment links so accounts work does not sit in someone’s memory.

Keeps quote follow-up tied to the job pipeline and sales owner.

Triggers after completion or payment so reputation work follows real job status.

Tracks missing permits, approvals, forms, certificates, and client files.

Other trades

Start with this trade setup, then add your team, jobs, calendar, and follow-up automations.