CRM for Electrical

Electrical Contractor Software 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.

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Smarfle CRM - Electrical Dashboard
Active Projects

23

Inspections This Week

4

Revenue This Month

$34,600

Permits Open

7

Recent Jobs

Greenfield Office Build

Electrical Rough-In (Phase 2 of 3)

In Progress

Patel Residence

200A Panel Upgrade

Scheduled

Lakeview Retail Center

Emergency Breaker Repair

Completed

Sound familiar?

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.

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Top feature for electrical

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.

Panel RecordsPermit TrackingPhase ManagementInspection Logs

Everything your electrical business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

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.

2

Permit and Inspection Tracking

Log permit numbers, pull dates, and inspection results directly on work orders. Attach approval photos and never miss a deadline.

3

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.

Plans that grow with your electrical business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Electrical CRM questions

Yes. You can create work orders with phases, each with its own assigned technician, status, and notes. The entire project stays on one record so the billing and history stay connected.
Each work order has fields for permit number, pull date, and inspection notes. You can attach permit approval photos directly to the job record and log inspection outcomes as they happen.
All prior work notes, photos, and panel records are stored on the client record. Any technician dispatched to that property can review the full history on their phone before arriving.
Yes. You can create invoices tied to specific job phases or milestones, collecting progress payments as work is completed rather than waiting until the full project is done.
Yes. The same client and work order system handles both. Commercial clients can have multiple contacts, project-based billing, and longer-term service agreements alongside routine service calls.
Yes. Clients with a portal login can see work order status, completed phases, attached documents, and any outstanding invoices. This reduces status calls on longer jobs.

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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