Electrician CRM built for service calls, panel upgrades, and code compliance

Residential and commercial electrical work comes in fast—a breaker trips, a permit deadline looms, a property manager needs a quote by end of day. ProFlow360 centralizes every channel so dispatchers qualify requests, assign techs by skill set and availability, and confirm appointments without playing phone tag.

Custom intake forms capture panel age, amperage, and access notes so technicians show up with the right parts and tools. Automations send confirmation texts and arrival windows that reduce no-show rates and set customer expectations from the first touchpoint.

• Unified inbox for phone, web, and marketplace requests with SLA timers
• Tech skill tagging for service calls, installations, and commercial work
• Automated appointment confirmations and day-before reminders via SMS

Homeowners and GCs compare multiple quotes. ProFlow360 lets you build detailed electrical proposals that include scope breakdowns, wire run specifications, breaker panel specs, and optional upgrades—all formatted to look professional on any device.

Track when prospects open your proposal, add e-signature fields, and set automated follow-up sequences that check in at 24 and 72 hours. Your close rate improves not because you changed your pricing, but because you stay visible and responsive throughout the decision process.

• Proposal templates for panel upgrades, EV charger installs, and rewiring projects
• Open and view tracking with automated follow-up sequences
• Upsell prompts for surge protection, whole-home generators, and smart panel upgrades

Permit delays are one of the most common reasons electrical jobs run over budget. ProFlow360 attaches permit numbers, inspection dates, and AHJ notes directly to each job file. Milestone automations alert project coordinators when inspections need scheduling, preventing costly delays that stall final payment.

Store code references, arc fault requirements, and load calculation documents alongside the customer record. When an inspector asks a question six months later, the answer is a few clicks away—not buried in a filing cabinet.

• Permit tracking with status updates and inspection date reminders
• Document storage for load calculations, certificates of completion, and as-built diagrams
• Automated alerts when permit expirations or re-inspection windows are approaching

A service call that requires an apprentice is different from a 200A panel upgrade that needs a master electrician. ProFlow360 accounts for license levels, tool requirements, and drive time when building each day's schedule. Techs receive mobile job briefs with junction box notes, customer history, and safety flags before they leave the shop.

Emergency dispatch workflows bump urgent calls to the top and notify affected customers when schedules shift. Dispatchers spend less time on the phone and more time confirming same-day and next-day bookings.

• License and certification tags that match jobs to qualified technicians
• Mobile job packets with circuit diagrams, access instructions, and prior work notes
• Emergency rerouting that notifies affected customers automatically

One-time service calls pay the bills but maintenance agreements build the business. Use ProFlow360 to package annual panel inspections, GFCI outlet testing, smoke detector checks, and surge protector replacements into recurring service plans. Renewal reminders, billing automation, and expiration alerts keep your agreement base growing year over year.

Segment agreement customers by property type and equipment age to identify upgrade opportunities. Customers on maintenance plans are far more likely to choose you for larger projects—panel upgrades, whole-home rewiring, and EV infrastructure—because you already have the relationship.

• Recurring service plan templates with automated billing and renewal workflows
• Equipment lifecycle tracking to surface upgrade opportunities at the right time
• Segmentation by property type, panel age, and service plan tier

Electricians lose margin on jobs that run long, require extra materials, or require return trips for failed inspections. ProFlow360 tracks labor hours, material costs, and change orders per job so owners know exactly where profit went and what to price differently next time.

Tech performance dashboards show close rates on service call upsells, customer satisfaction scores, and on-time arrival rates. Regular reviews make coaching specific and keep your best people motivated with clear performance data.

• Job cost tracking with labor, materials, and permit fees broken out
• Technician scorecards covering upsell rate, completion time, and satisfaction
• Forecasting tools that combine booked jobs, open bids, and agreement renewals