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.
+2 more stages
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. AI scoring flags quotes going cold so you call back before they pick the cheaper bid. 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 (8)
Included modules
Custom fields (7)
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.
Estimate Scheduled
You have a site visit booked. Confirm the appointment with a one-hour arrival window the day before. Log the address and the issue so you arrive with the right truck stock and meter.
Quote Sent
The estimate is out. Most electrical jobs are won or lost in the 48 hours after the quote lands. Follow up by phone or email and walk them through the scope -- price alone rarely closes the deal.
Permits Pulled
The job needs a permit and you've filed it. The AHJ controls the timeline, not you -- but the homeowner doesn't know that. Update them weekly even when nothing's moving so they don't assume you forgot.
Job Scheduled
Permit's clear and you have a date on the calendar. Send a confirmation with the work window, what you'll need access to (panel, attic, breaker), and any prep on their end.
In Progress
Work is underway. For multi-day jobs, send an end-of-day status update so the homeowner isn't guessing. If you find something behind a wall that changes the scope, log it and get written approval before you bill for it.
Inspection Passed
The AHJ signed off. Send a thank-you with a clean receipt of the work and ask for a Google review while the experience is fresh. Inspection-passed is the moment the homeowner is most relieved -- and most likely to refer.
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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