The Electrician’s Guide to Staying Organised in 2025
Running an electrical business in the US means juggling service calls, panel upgrades, EV charger installs, inspections and emergency callouts – often across different cities, ZIP codes and job sites. When customer details live in paper notebooks, text messages or scattered apps, it’s easy to lose track of quotes, permits and follow-ups. A simple, free, mobile-first CRM gives you one place to store everything so you can stay organised, stay compliant with local code requirements and keep your crew focused on paid work rather than paperwork.
Core CRM Features for US Electricians
Manage Every Customer, Contact and Service Call
The CRM lets you store company records, individual contacts and full activity history in one place. Log general contractors, HOAs and property management firms as companies, and link homeowners, tenants, facility managers and site contacts as contacts. You can see who you spoke to, what was discussed, which service call it related to and when it happened – so you’re never guessing before a panel upgrade, troubleshooting visit or warranty repair.
Custom Fields Tailored to US Electrical Work
Every electrical contractor runs jobs a little differently, and different states and counties have different requirements. With flexible custom fields, you can tailor the CRM to your workflow and local rules. Capture details like service amperage (100A / 150A / 200A), panel brand and model, permit numbers, inspection dates, NEC-related notes, warranty expiry, breaker locations, EV charger type or maintenance contract terms. The CRM feels like it was built for your crew, not for generic office sales teams.
Advanced Search & a Clean, Simple Dashboard
When the schedule is packed, you don’t have time to dig around for information. Use advanced search and powerful filters to find exactly what you need: open estimates in a specific ZIP code, recurring maintenance jobs due this month, customers with panels older than a certain year, or inspections that still need a follow-up. The dashboard stays clean and lightweight, showing core information such as the number of companies and contacts you’re working with and your most recent activities, without complicated sales pipelines or charts you’ll never use.
Why This CRM Works for US Electrical Contractors
Mobile-First, Fast and Built for Work in the Field
The CRM is designed from the ground up to work brilliantly on phones and tablets. Techs can look up customer history, gate codes, panel photos and job notes directly from their phone in the truck or on-site. Because the system is fast and mobile-first, they can update records, add notes after a service call, or log a new enquiry between jobs without waiting on slow, clunky screens. Office staff and field electricians are always working from the same up-to-date information.
Built-In Support Tickets for CRM Users
If you ever need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. Ask questions, report issues or request improvements and track everything in one place, so you know your requests are being handled. This ticketing is for you as a user of the CRM – it’s not designed to manage your own customer support, so the focus stays on keeping your electrical business running smoothly in the system.
Free for Up to 30 Users, with API for US-Based Growth
The CRM is completely free for up to 30 users, making it ideal for solo electricians, small teams and growing electrical contractors with apprentices, journeymen, subcontractors or office staff. As you grow, a developer-friendly API lets you connect website enquiry forms, job request portals or other systems so new leads and service requests flow straight into the CRM. Our free CRM platform is available to companies in the US only, giving American electrical businesses a central, future-proof place to manage enquiries, contacts and jobs without subscription costs.