Sample desk · fictional jobs

Electrical CRM

A desk built for electrical work.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

Brightline Electric · sample business

See Electrical templates Choose a plan

Pipeline stagesNew request → Site visit → Quote sent → Scheduled → Completed → Follow-up
Job-type tagsPanel, troubleshooting, install, EV charger, lighting
Permit notesFlag when a pull is needed before work
Photo notesPanel labels, breaker photos on the card
Sample estimatesQuotes marked sample only
AI draftsYou review and press send — never auto-sent

New request

1

Blake R.

Priority

Kitchen circuit tripping

Troubleshooting

Ashford · Today AM preferred

Trips when microwave + toaster run

Site visit

1

Elena M.

Garage subpanel check

PanelPhoto note

Crestview · Visit Wed 3:00

Photo of existing panel labels attached

Quote sent

1

Nina V.

200A panel upgrade

PanelPermit

Riverbend · Quote out Mon

$3,400 · sample

Permit required before schedule

AI draft — sample

Hi Nina — panel upgrade quote is ready. Permit is included in the price; once you approve I pull it and book the cutover day.

Scheduled

1

Drew C.

Ceiling fan install ×2

Install

Southpark · Thu 11:00–1:00

$380 · sample

Boxes already rated for fans

Completed

1

Samir K.

EV charger circuit

InstallPermit

Lakeside · Done last week

$1,850 · sample

Permit closed · sample

Follow-up

1

Priya S.

Whole-home surge protector

Install

Ashford · Ask after panel job

Mentioned during site visit

Static preview. Nothing here saves, dials, or emails. Stages match how electrical jobs usually move.

Choose a plan See templates for this trade View a finished sample