Electrician CRM Built for Estimates, Permits, and Paid Invoices
Track every service call, panel upgrade, and rewire from first call to final inspection. Built for licensed electricians who run their own trucks and lose jobs when follow-up slips.
Shopping for a CRM, not just a template? See how RadiusOS works for electrician →
You quoted a $12K rewire, got buried on three other jobs, and lost the bid because you didn't follow up by Friday
Your permit numbers, inspection dates, and customer addresses live in your truck and on three different notepads
Last winter's panel-upgrade customers never heard from you about generator hookups, EV chargers, or this season's storm prep
Template preview
Electrician
For residential and light-commercial electrical contractors. Track every estimate, permit, install, and inspection from first call to final payment - so you stop losing $12K jobs because you were too busy on a job site to call back.
RadiusOS gives electrical contractors a pipeline built around how the work actually moves -- including the permit and inspection stages most CRMs ignore. Every customer flows from new lead through estimate, quote, permits, install, inspection, and paid. Walk & Talk lets you photograph the panel and talk through the scope while you're still on site -- the recap, photos, and follow-up tasks land on the customer record before you're back in the truck. AI scoring flags quotes going cold so you call back before they pick the cheaper bid, and customers approve and sign your quote from their phone. Email templates handle the repetitive stuff -- estimate confirmations, day-before reminders, inspection-passed receipts, and seasonal panel-check outreach -- so you spend your time pulling wire, not typing.
Pipeline stages (5)
Included modules
Custom fields (8)
Job Address
address
Job Type
select
Property Type
select
Permit Required
select
Permit Number
text
Estimate Amount
currency
Scheduled Date
date
Inspection Date
date
Terminology
How this pipeline works
New Lead
Someone called or submitted a request. Speed matters -- homeowners with electrical issues are usually calling two or three companies. The next electrician calls back inside 30 minutes. Beat them.
Quote Sent
The estimate is out, and most electrical jobs are won or lost in the 48 hours after it lands. Follow up by phone and walk them through the scope -- price alone rarely closes it. If the job needs a permit, say so now so the timeline is not a surprise later.
Scheduled
Booked, and the permit is filed if one is needed. The AHJ controls that timeline and the homeowner does not know it, so update them weekly even when nothing is moving. Send a confirmation naming the work window and what you need access to: panel, attic, breaker.
Completed
Work done and the inspection signed off. On a multi-day job, an end-of-day update stops the homeowner guessing; if something behind a wall changed the scope, get that in writing before you bill it. This is the moment they are most relieved and most likely to refer, so ask for the review now.
Paid
Final invoice collected. This customer is now a future lead for generator installs, EV chargers, panel upgrades, and storm-prep work. Keep them in your pipeline for seasonal outreach.
Frequently asked questions
What is the best CRM for electricians?
The best electrician CRM tracks the full job cycle including permits and inspections, not just leads. RadiusOS has stages built for the electrical workflow with AI follow-up reminders for quotes going cold. It's free to start. Field service tools like Service Fusion or ServiceTitan run $200+/month and assume you have a dispatcher; RadiusOS works for the solo licensed pro.
How do electricians follow up on quotes that went quiet?
RadiusOS tracks every quote you send and flags the ones that have gone quiet. AI scoring watches for dropped engagement -- if a customer hasn't replied in 48 hours, you get a follow-up nudge. Pro users can set up automated email sequences that send the follow-up for you so the $12K job doesn't slip while you're on a service call.
Is there electrician estimate software that doesn't cost a fortune?
RadiusOS is free to start with a pipeline built for electrical estimates -- new lead through quote, permits, install, and paid. Track estimate amounts, permit numbers, and scheduled dates on every customer card. Pro is $19/month for email sequences and AI-drafted quote follow-ups. No per-tech seat fees.
How much does an electrician CRM cost?
Field service platforms like ServiceTitan, Service Fusion, and Jobber run $50 to $200+ per user per month. RadiusOS starts free with the full electrical pipeline, AI scoring, and Gmail integration. Pro is $19/month for sequences and automated follow-ups. Built for solo electricians and small shops, not 50-truck operations.
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