Electrical Contractor CRM for Multi-Phase Jobs and Service Calls
From a single outlet repair to a full panel upgrade, Smarfle gives your electrical crew the job history, dispatch tools, and invoicing they need to close jobs faster and grow the business.
23
4
$34,600
7
Greenfield Office Build
Electrical Rough-In (Phase 2 of 3)
Patel Residence
200A Panel Upgrade
Lakeview Retail Center
Emergency Breaker Repair
An Electrician CRM That Knows Code, Permits, and Service Panels
Generic sales CRMs don't track NEC code revisions, permit status, or which panel is in your customer's basement. An electrician CRM has to. Smarfle stores a panel-level record per property, every breaker, every load calculation, every permit number, so the tech who shows up for a service call five years later can pull the original installer's notes in two taps. Whether you're a 2-truck residential service shop or a 30-electrician commercial contractor, the same electrical contractor CRM scales without rewiring your business processes.
Smarfle is the electrician CRM built around how licensed electrical contractors actually work, permits, panels, and code, not how SaaS companies sell software.
Permit tracking per job
Every permit number, inspection date, and outcome lives on the work order. AHJ asks for documentation? Pull the PDF from the file in five seconds. No paper chase across three filing cabinets.
Panel + circuit history per property
Smarfle stores the panel manufacturer, busbar amperage, breaker layout, and any code-violation notes. Next service call doesn't start from zero, the tech reads the install history before they ring the bell.
Multi-phase commercial jobs
Rough-in, finish, and inspection phases on the same project, each with its own crew assignment, parts list, and progress billing line. No spreadsheets, no email threads, no missed phase invoices.
Multi-truck dispatch with skill matching
Service calls, install work, and emergency outages all need different skill levels. Smarfle's dispatch matches the tech to the work without playing phone tag from the office.
Where electrical businesses lose time and money
The day-to-day friction every electrical owner recognizes.
Multi-Phase Projects Are Hard to Track
Electrical jobs often run across multiple visits: rough-in, inspection, and final trim. When each phase lives on a separate paper work order, things fall through the gaps, inspections get missed, and billing gets delayed.
Permit and Inspection Deadlines Get Overlooked
Pulled permits have expiration windows. When permit numbers and inspection dates are tracked informally, you risk failed inspections, re-pulls, and fines that eat into job margin.
Technicians Lack Access to Panel and Wiring Notes
A tech arriving at a return visit with no knowledge of the panel layout, prior work, or existing issues wastes time, creates safety risk, and frustrates clients who expect continuity.
Built for electrical businesses
Not a generic CRM. Every feature is tailored to how electrical companies actually work.
Multi-Phase Work Order Tracking
Break large jobs into phases on a single work order. Each phase has its own status, assigned technician, and notes. The job record stays unified so nothing falls between visits.
Permit and Inspection Notes per Job
Log permit numbers, pull dates, inspection windows, and results directly on the work order. Attach permit documents as photos. Never lose track of a permit deadline again.
Panel and Wiring Notes per Property
Store panel details, breaker layouts, wire gauge notes, and prior electrical work in the client record. Technicians review this on their phone before every service call.
Progress Billing on Large Contracts
For commercial or remodel jobs, send partial invoices tied to completed phases. Collect deposits upfront and intermediate payments at milestones without waiting for full project completion.
Safety Checklist Attachments
Attach inspection checklists and safety sign-off photos to completed work orders. This creates a documented audit trail for commercial clients and liability purposes.
Specialized electrical solutions
The workflows every electrical business lives or dies by, each with a dedicated guide.
Electrical Scheduling Software
Book recurring visits, one-off jobs, and appointments on a shared calendar that the office and field both see.
Learn moreElectrical Dispatch Software
Live job map, drag-to-reassign dispatch board, and route optimization keep your electrical fleet moving.
Learn moreElectrical Billing Software
Recurring service plans on auto-pilot. Save customer cards, auto-charge monthly maintenance, stop chasing payments.
Learn moreElectrical Invoicing Software
One-click invoicing from completed electrical jobs. Stripe payment links, aging report, and overdue reminders built in.
Learn moreIs Smarfle the right fit for your electrical business?
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Panel Records and Prior Work Notes on Every Property
Every client property stores its panel specifications, breaker map, wire gauge records, and a full history of prior electrical work. Technicians access this before walking in the door, which speeds up diagnostics and reduces the chance of errors on return visits.
Everything your electrical business needs
Three ways Smarfle transforms how you operate, get paid, and grow.
Multi-Phase Work Orders
Break large jobs into phases with separate statuses, assigned technicians, and notes. The entire project stays on one record so nothing falls between visits.
Permit and Inspection Tracking
Log permit numbers, pull dates, and inspection results directly on work orders. Attach approval photos and never miss a deadline.
Panel and Wiring Records
Store breaker layouts, wire gauge notes, and prior work per property. Any tech dispatched to that address reviews the full history on their phone.
How an electrical job flows through Smarfle
From service call to passed inspection — every step in one place.
- 1
Service request comes in
AI receptionist captures power-out emergencies after hours; daytime calls land in your inbox via web form or staff entry. Each lead becomes a client record.
- 2
Office books and assigns the licensed tech
Calendar shows tech availability and licenses. Work order captures the panel size, system age, and permit requirements via custom fields.
- 3
Tech rolls with route + materials
Route optimization for multi-stop service days. Tech sees prior work, panel diagrams via photos, and pulls breakers / wire / boxes from inventory before leaving the truck.
- 4
Work performed with photos + checklist
Job checklist covers shutoff, testing, label updates, and inspection-ready photos. Time tracking against billable hours; per-job expenses log permit fees and pull-permit time.
- 5
Invoice + warranty reminder fire automatically
Auto-invoice, Stripe payment link, review request. Maintenance reminders schedule warranty checkups; recurring work orders handle commercial generator service contracts.
Same flow for every electrical business, only the terminology and details change.
Stop losing electrical calls when the power's out
No power means no Wi-Fi, no fridge, no work-from-home. Customers call from their phone in a dark house and want help now. Whoever answers gets the job.
How AI Receptionist works- Power-out emergencies after storms
- Tripped panels homeowners can't reset themselves
- Smoke smell from outlets where the call can't wait
- Commercial calls outside business hours when downtime costs money
- AI books a same-day or first-light slot and SMS-confirms the customer
Always on. Never misses an after-hours electrical call.
Plans that grow with your electrical business
All plans include a 7-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 100 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Activity log, tags, custom fields
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 3 users (1 owner + 2 techs)
- Up to 200 clients
- 1 GB storage
- Everything in Solo
- Voice AI receptionist (usage-based)
- GMB rank tracking
- Search Console integration
- API access + webhooks
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- AI work order summaries
- GBP Posts + Dashboard
- Workflows automation
- Website builder + AI content
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Higher AI credit limits
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Electrical CRM questions
Switching to Electrical CRM from another tool?
Most electrical businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Ready to run your electrical business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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