Documents drift away from the job
Certificates, approvals, photos, and closeout notes stay attached to the job timeline.
Track switchboard work, safety checks, callouts, site photos, documents, quote approvals, invoices, and review requests from one job record the office and field team can trust.
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The office needs quote status, the electrician needs the job details, the customer wants updates, and documents still need to be chased after the work is done.
Certificates, approvals, photos, and closeout notes stay attached to the job timeline.
Follow up switchboard, upgrade, and repair quotes while they are still warm.
See urgent work beside planned jobs so dispatch is based on the real day.
Move from complete to invoice to paid without rebuilding the job in another tool.
Give the office, electricians, and accounts team the same source of truth.
Callouts, enquiries, service work, and repeat customers start on one customer record.
Track open quotes and let reminders handle the quiet ones.
Keep photos, notes, documents, and certificate status visible before closeout.
Send the invoice, follow up payment, and ask for a review after the job is done.
Track what has been collected, what is missing, and what is needed before closeout.
Keep larger quoted jobs visible until accepted, declined, or followed up.
Balance callouts with booked work, team availability, and site location.
Give the office the proof and detail needed without chasing messages.
Request missing approvals, forms, certificates, and customer details.
Ask happy customers for reviews after the job is complete or paid.
Start with the follow-up that saves the most office time, then add more once the team is comfortable.
Chase open quotes before they go cold.
Keep certificates, approvals, and missing files moving.
Follow up overdue invoices by status and age.
Ask for reviews when the work has actually been completed.
Yes. Documents, approvals, job photos, and closeout notes can stay attached to the job so they are not buried in messages.
Yes. Team roles can be set so technicians see the work they need without getting access to areas they should not manage.
Yes. Quote follow-up can run from quote status so the office does not need a separate reminder list.
Use the electrical setup, invite your team, and keep callouts, certificates, quotes, and invoices connected from day one.