A simple but effective approach to customer management.
Customer & Job Tracking
See it all; control it all.
Track every customer and job, view and edit their information, and take important actions like setting an appointment, leaving a note, or contacting the customer.
Information & Preferences
It’s all in the details.
Never miss a thing about a customer or job again. Our electrician CRM keeps all customer information and preferences in one place, where you can view, add to, or edit it at any time.
Customer Pipeline
A custom roadmap for your customers.
We’ve built a clear path to manage each customer’s journey with a pipeline that ranges from initial contact to closed job to recurring customer and back again. It’s all there for you.
A clear path
Each customer takes a specific journey as they work with your electrical company. Track and manage that journey with less effort and time than ever before.
Better insight
Never wonder what’s happening with a job or how to get in touch with a customer. It’s all at your fingertips, helping you give each customer a better experience and result.
Full control
Stay in control with a clear workflow that offers full transparency, maximizes efficiency, increases revenue, and helps you manage leads, customers, and jobs at every stage.
We solved customer management
for electricians.
Learn how to get more even more value & time back from your business.
Monitor and control every part of the customer journey with a system that’s designed just for electrical contractors. The entire road has been laid out for you, all you have to do is drive.
Field Services App
When they’re out in the field, your techs need an app that lets them create estimates, accept payments, see upcoming jobs, and more. Our electrician field services app does this and so much more!
Streamline dispatch and schedule jobs the smart way with a system that’s accessible from your phone or computer. We’ve developed dispatch technology that makes everything easier.
It’s easy to create, send, and accept estimates for electrical jobs from the field or the office. Impress customers, book more jobs, and help your techs get started on the work faster than ever.
Stop wasting your time with double entries and manual account reconciliation. Our invoice and accounting system allows for full QuickBooks integration. It’s easier accounting for electricians.
Now more than ever, customers are used to making fast and easy payments. Payment processing through Electricians.AI is safe, secure, and simple. Send payment links and process payments anywhere.
Always know what’s happening with every part of your electrical business. Your dashboard, complete with real-time reporting, makes it easy to see it all so you can manage it all.
Set prices for your services, equipment, and parts to make estimates and invoicing streamlined and simple. The Electricians.AI pricebook management system lays it all out for you!
Tackle your to-do list and manage tasks with less fuss. The task management system was built with electricians in mind, streamlining tasks, and ensuring nothing falls through the cracks again.
