Electrician software for a small crew
Before you choose electrician software, check last week's customer texts and voicemails for requests that included two jobs. How many became just one calendar entry?
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Mia's computerChief of staff
Sample dataTaskOutlet sparks and smells burnt
- Reads the text and outlet detail
- Flags sparks and a burning smell
- Marks the job urgent and first
Needs your approval
Safety rule first, urgent mark kept
No electrician or time promised. Waits for your decision.
Job 1 of 3See this job step by step
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A calendar entry for one job needs an address and a license class. Flickering lights and an EV charger request mean a diagnosis visit and a charger quote. Put both under one calendar entry, and the second job has no separate place to track the electrician or estimate.
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Set aside five minutes for three checks using seven days of messages. Circle requests with two jobs, find each job in your calendar, and check your QuickBooks invoice list for completed work. Write your own service visit value here, $____, and mark any job you cannot trace.
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We build custom electrical workflows on Custom Build or Enterprise. We set up Mia to read requests, split jobs, and list electricians whose license class fits, Hank to prepare dispatch, Cody to prepare estimate follow up, and Nora to draft invoices. Each works on its own computer where you can watch, pause, and take over.
Sending, booking, assigning an electrician, quoting, price changes, and record changes wait for your approval.
An electrician's week, from the first call to the paid invoice
Follow the call, dispatch by license class, the estimate, the invoice, and follow up through your own records. A calendar covers appointments, while estimating and accounting software cover the estimate and invoice. Check whether the decision about who takes each job still depends on a whiteboard or a text thread.
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The call
Keep the request and customer details together
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Dispatch
Match the recorded license class and availability to each job
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The estimate
Attach the panel and circuit details to the estimate
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The invoice
Prepare an invoice for review against the completed work
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Follow-up
Keep the next estimate or invoice follow up with the job
What a small electrical crew needs first
Start with electrical contractor software that keeps the request and customer record together. Your calendar needs each electrician's recorded license class and availability, and estimates need the panel and circuit details attached. Check that completed work has an invoice you can find in your books.
Use a recent job to test that sequence before buying more tools. Ask the office person to find the original request, then ask the electrician to find the estimate details. If you run the office yourself, try both steps without searching a separate text thread.
A small service crew can postpone takeoff tools or progress billing for large commercial jobs until its work requires them. Choose around the service jobs you handle now and the records you need to finish them.
Where the call ends and the right electrician begins
A vague request, two jobs in one text, or a missing panel age leaves dispatch with unanswered questions. In a custom implementation, we set up Mia to ask follow up questions, save the answers, separate mixed requests, and list electricians whose recorded license class fits. We set up Hank to prepare dispatch for your approval before assignment or booking.
Sample data. Made-up business.
At Brightline Electric, Anita Shah requests help with flickering lights and an EV charger. In the electrical service requests example, Mia separates a diagnosis visit from a charger quote, and the office approves the visit and text.
The license match uses the information your shop records for each electrician; it does not check a state database. If you use permit or inspector tools, we connect them during setup as part of your custom implementation. See the dispatch and scheduling example for the handoff to Hank.
Electrician software and QuickBooks
Searches such as "quickbooks electrician software" and "electrician software compatible with quickbooks" need a more specific answer than a logo. Ask the vendor which records go in each direction, who maps the accounts, and who reviews the work. Have that scope written into the setup agreement.
For an Omni custom implementation, we connect your QuickBooks account during setup. We set up Nora to prepare invoice drafts for your approval. Agree on the accounting work with your bookkeeper before setup, including who checks a draft against the job record.
What electrician software costs, and what the quote leaves out
Fill these lines with amounts from the written quote. Use the same active crew count for every quote you compare.
- Line 1. Monthly base fee, $____
- Line 2. Total monthly fees for electricians or seats, $____
- Line 3. Setup fee divided by twelve months, $____
- Line 4. Monthly phone and text charges, $____
- Line 5. Monthly payment fees, $____
- Line 6. Monthly add ons divided by active electricians, $____ per electrician
Multiply line six by your active electrician count before adding it to the other monthly amounts. Record the count beside the worksheet and ask which charges vary with usage. Keep the original setup fee beside its monthly equivalent so you can see what is due at the start.
For dated competitor figures, read the ServiceTitan comparison, Jobber comparison, and Housecall Pro comparison. Check the quoted scope against the worksheet.
See Omni pricing for plans. Custom electrical workflows belong on Custom Build or Enterprise and are not included in Pilot. Twilio, a phone and text carrier, bills your own account directly for phone numbers and message delivery; see Is anything billed on top of the plan?.
The six things to check before you buy
Ask each vendor to walk through the same recent request with you.
- Open the request record from the first call. Find the panel age, affected rooms, and what happens when the problem occurs.
- Check dispatch by license class and availability. Ask where the license information comes from and who keeps it current.
- Try a mixed request for flickering lights and an EV charger. Follow the diagnosis visit and charger quote as separate jobs.
- Open the estimate and its next follow up. Check that the panel and circuit details remain attached to the job.
- Review the QuickBooks and invoice handoff. Ask who checks the draft, who approves it, and what the setup agreement covers.
- Request a data export and the total billed scope. Complete the cost worksheet using your crew count and the written quote.
What Omni does in this category, and what it does not
Compare Omni alongside the software jobs your crew needs covered. We build the electrical workflow as a custom implementation and connect the tools you already use during setup.
- Requests and dispatch. We set up Mia and Hank around your recorded job details and crew information.
- Estimates and billing. We set up Cody for estimate follow up and Nora for invoice drafts and payment reminders.
- Trade decisions. People handle price quotes before an electrician sees the job, safety and code judgments, permits, inspections, arrival promises, and refunds.
Omni is not a bid takeoff or code tool. Start with the Free 14-day workspace, no credit card on sample data. Calls, texts, and email are simulated.
Hard limits
- Never declares electrical work safe or compliant with code.
- Never gives callers electrical safety instructions, including directions to reset a breaker or open a panel.
- Never commits to a visit or assigns an electrician before you approve.
- Never sends a customer text or quote before you approve.
- Never changes a price or business record before you approve.
Frequently asked questions
What software does a small electrical contractor need first?
Start with a customer and request record, a calendar with each electrician's license class and availability, estimates with job details, and invoices you can find in your books. Test a recent service job before adding tools for commercial projects.
Is electrician software the same as field service software?
They overlap. Field service software covers work such as scheduling, estimates, and invoicing across trades. For electrical work, check how it handles recorded license classes, panel and circuit details, and a mixed request that needs separate jobs.
Does electrician software work with QuickBooks?
Ask what the vendor means by compatible with QuickBooks and get the setup scope in writing. In an Omni custom implementation, we connect your QuickBooks account during setup and set up Nora to prepare invoice drafts for your approval.
What does electrician software cost for a small crew?
Use the worksheet above with your crew count and written quote. Include the base fee, seat fees, setup, phone and text charges, payment fees, and add ons. See Omni pricing for plans; custom electrical workflows are not included in Pilot.
Can AI answer the phone for an electrical contractor?
Yes, we set up Mia to answer the outside phone line and prepare drafts as a custom implementation. A person approves the customer messages and bookings. See the electrical service requests example for the request and dispatch handoff.
How do I choose between electrician software programs?
Run the six checks above on the same recent request with each vendor. Inspect the first call record, dispatch by license class, separate jobs, estimate follow up, the QuickBooks and invoice handoff, and data export with total billed scope.
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