Electrician CRM software
Business Genie is electrician CRM software that keeps each customer’s calls, proposals, visits and invoices on one record, from the garage outlets to the panel upgrade to the EV charger it made room for. Customers can book online and use a customer portal.
Plans from $50 a monthOne month freeNo credit card
The next job is on the record
The next job is on the record
Electrical customers come back when the house asks for more power. The garage outlets lead to a kitchen breaker that keeps tripping, the full panel to an upgrade, the upgrade to an EV charger. Each call, proposal and invoice is on the same record, so whoever answers the phone sees what was done at the house before quoting the next job.
One house, a year of calls
The garage outlets, the tripping kitchen breaker, the panel upgrade’s proposal, visit and invoice, and the EV charger booked next, on one record.
Followed up automatically
The follow-up goes out on its own after the upgrade, with the EV charger already booked on the new panel.
The review, asked for
The review request goes out on its own a week after the upgrade, while the homeowners still notice the new panel.
Your customer list, moved over
Homeowners, property managers, the restaurant with the kitchen circuits: the Business Genie team moves your list over as part of the free setup.
What else it does, in every trade: the CRM in Business Genie.
Questions about electrician CRM software
Does the electrician CRM send review requests?
Yes. Review requests go out automatically when an electrical job is done, and automated follow-ups go out after it.
Will you move my customer list over?
Yes. Setup is free, and the Business Genie team moves your customer data over for you.
Can customers book an electrician online?
Yes. Online booking and a customer portal are part of Business Genie.
Does the CRM work with QuickBooks?
Yes. Invoices sync to QuickBooks Online, so each job’s invoice reaches your books without being entered twice.
An electrical job, from the quote to the follow-up
Business Genie runs the whole job, on the web and in the iOS and Android app. Each stage has its own page: the numbered stops are written for electrical; the grey rings are the same stage for every trade.
The trade
Electrical software- 1
- 2
Scheduled
Electrician scheduling software - 3
Dispatched
Electrical dispatch software - 4
Invoiced
Electrician invoicing software - 5
Next · your own jobs
Your electrical jobs, free for a month
No credit card to start. The team sets up your account and moves your customer data over at no charge. Plans start at $50 a month after the trial.
Start today, free until