Your Shop Desk
Electrician · Custom Shop Desk CRM

A Custom CRM for Electrical Contractors

Panel upgrades and EV chargers mean permits, utility dates and inspections, and a lot of waiting in between. Your desk tracks every one of those steps so the job moves and the invoice goes out.

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A Shop Desk set up the way a electrician business would run it
A Shop Desk set up the way a electrician business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Electrician Words

Every electrical job moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Site Visit
  3. 03Quote
  4. 04Permit
  5. 05Rough In
  6. 06Inspection
  7. 07Paid

An electrical job on your desk hangs off the property and its service.

So the card asks for what you actually need, and nothing a electrician business would never fill in.

  • Panel brand and size
  • Service amps
  • Circuits added
  • Permit and inspection dates
  • Utility disconnect date
  • Photos behind the wall
Where it leaks

Where Electrician Businesses Lose Work

Upgrade Quotes That Stall

A panel or EV charger quote is a real number and people think it over. Without a follow up, they forget, or a cheaper electrician calls first.

Failed Inspections With No Rebook

The inspector flags a small item and the job goes quiet. Weeks later nobody remembers it is still open and unpaid.

Small Service Calls Billed Short

A tech adds an outlet and swaps a breaker while on site. It never makes it onto the ticket.

What we would build

Fitted to How You Already Work

  • Quotes Built From Your Own Rates

    Your estimator builds the panel or charger quote from your price book and sends it from the driveway. The homeowner signs from their phone.

  • Permit, Utility and Inspection in One Line

    Every job shows the permit, the utility disconnect date and the inspection. Your board shows which ones are waiting and on whom.

  • Photos Before the Drywall Goes Back

    Your electrician snaps the rough in before it gets covered. Those photos live on the property for the inspector and for the next call.

  • Add Ons Straight to the Ticket

    Extra work gets added on the job card with an okay from the customer. The invoice matches what was actually done.

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Questions

What Electrician Owners Ask

Can it track utility dates for a service upgrade?
Yes. The disconnect and reconnect dates sit on the job next to the permit. The homeowner gets a heads up about when the power will be off.
Can I run residential and commercial jobs in the same desk?
Yes. Each gets its own stages and job card fields. Your commercial jobs can hang off the building and the general contractor.
Can the homeowner see when their inspection is booked?
Yes. Their customer page shows the inspection date and any notes. It saves your office a round of phone calls.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Electrician Business Runs

We will tell you honestly what a desk fitted to it would take.

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