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Industries/Electrical/CRM

Electrician CRM

Electrician CRM from first call to final inspection

ECHOPS is an electrician CRM that keeps every lead, walkthrough, quote and permit in one place, from the EV charger inquiry to the panel upgrade that passes inspection.

How it works

How an electrician CRM moves an EV charger lead

  1. The inquiry lands with its sourceWebsite forms, Google Ads lead forms, CallRail calls and forwarded marketplace emails arrive on one board. The board shows how long each new lead has waited, so the oldest gets a call first.
  2. Ask the questions before the visitGive the walkthrough its own appointment type with your questions: where the car parks, the panel’s size, how old the house is. The answers are saved with the appointment.
  3. Send the right electricianAssign estimates shows who’s free and each person’s load. Assigning gives that electrician the lead and the deal.
  4. Quote with the permit priced inPrice devices, circuits, fixtures and labor from your price book, with the permit as its own item. Offer the charger on its own and the charger with a panel upgrade as two options.
  5. Signed, permitted, inspectedThe customer signs online or in person. The project’s stage checks hold the permit and the inspection, and the permit papers and inspection photos go in the Permits folder.
  6. Extras and callbacksThree more recessed lights mid-job? Write a change order, get it signed by link, and it bills itself as its own invoice. A callback gets a service ticket with the warranty answer from the completion date.
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On real jobs

Electrical jobs and how they run

Job
How it runs in ECHOPS
EV charger install
A walkthrough type with your questions, a quote with the permit and an upgrade option, and a stage check for the inspection.
Panel upgrade or service change
A project with stages, a payment plan by stage, and the permit and utility paperwork in the job’s folders.
Rewire or remodel wiring
Progress invoices from the payment plan, change orders for added devices, and the scope on the crew portal if you sub out part of it.
Small repair
A short quote signed on site and the payment recorded. If you run many of these a day, try that flow in the trial first.

Features

What a CRM for electricians keeps track of

An electrical CRM with the phone built in

With Phone & texts, calls ring in the browser, then a cell phone. Recordings, voicemail and AI summaries sit on the lead.

Pricing by device or circuit

Price Book items by the unit, by project size or as an allowance, with the cost behind each line and your markup.

Permits in the quote

Permits are price book items, so every quote that needs one carries it.

Stage checks

Each stage has its checks. Answer them as the job moves, so rough-in and final inspections stay on the list.

Files where the crew finds them

Permits, drawings and photos in folders on the project.

Follow-ups that count

Every call, text and email counts toward the lead’s follow-up grid, and due follow-ups arrive by email each morning.

Buying advice

What to check in an electrical contractor CRM

Electrical work splits into quick calls, residential projects and plan-based bids. The right fit depends on which one pays your bills.

  • How it prices. You want per-device and per-circuit prices you control, with permits and your markup built in.
  • Permits and inspections on the job. The inspection shouldn’t live in someone’s head. Check that the job’s steps include it.
  • Takeoffs. If you bid new construction from plans, you need takeoffs. ECHOPS measures plans for lengths, areas and counts and sends the quantities to the quote.
  • Residential or commercial. ECHOPS is built for residential contractors. Commercial bidding and submittals call for a different kind of tool.
  • Lead speed. EV charger and generator shoppers often ask more than one electrician. Check how quickly a new form reaches a person.
  • Price and seats. Know the monthly cost, the users included and whether payroll costs more.

Comparing names? See ECHOPS vs ServiceTitan and ECHOPS vs Contractor Foreman.

Straight answers

What electricians ask about and where ECHOPS stands

  • Takeoffs from plans: yes, measured on the plan and sent to the quote.
  • Card payments online or in the field: online, yes. Clients pay invoice links by card, Apple Pay, Google Pay or ACH; there’s no card reader, and payments you take elsewhere are logged with only a card’s last 4 digits.
  • Google Local Services and Facebook lead ads: Local Services leads come in on their own now; Facebook lead ads once Meta finishes its app review.
  • App-store apps, offline mode and GPS: ECHOPS runs in the phone’s browser and adds to the home screen; an iPhone app is on the way. There’s no offline mode or GPS tracking.
  • QuickBooks Online: live; clients, jobs, invoices, payments and job costs go to your books on their own. Google Calendar and Outlook sync are live too.
  • Payroll: Company plan only. It prepares pay runs for your payroll provider and doesn’t pay anyone or file taxes.

Price

What an electrician CRM costs with ECHOPS

What
Price
Plans
Solo is $149 a month for 3 users, Crew $299 for 8 and Company $599 for 20. Extra users are $25 a month, and paying for a year costs 10 months.
Phone & texts
$79 a month on Solo and Crew; Company includes it. Extra numbers are $10 a month.
Special price
Your first two months are $49 (Solo), $59 (Crew) or $69 (Company) a month, then the regular price. Limited spots.
Payroll and time sheets
Company only.

See it with your own jobs. The trial is free for 14 days with no credit card, and the workspace is ready in minutes. Compare plans on the pricing page.

Questions

Electrician CRM questions

What are the best CRM tools for electricians?

The ones that fit your work. Residential shops need fast lead response, quotes by device or circuit with permits, and counted follow-ups. Contractors who bid from plans need takeoffs. ECHOPS covers the residential side from lead to final invoice, with online payments and takeoffs from plans.

How much does an electrician CRM cost?

With ECHOPS, Solo is $149 a month with 3 users, Crew $299 with 8 and Company $599 with 20. Each extra user is $25 a month, and a year paid up front costs 10 months. Phone & texts is an extra $79 a month on Solo and Crew. No setup fee, and a 14-day trial with no card.

Can I price permits into my quotes?

Yes. Permits are Price Book items, so they price into the quote with the devices, circuits and labor.

Does ECHOPS do takeoffs from plans?

Yes. Add the plans to a quote, set the scale, count devices and measure runs, and send the quantities to the quote, where your price book prices them with your markups.

Can my electricians use it on their phones?

Yes. Your team opens ECHOPS in the phone’s browser and can add it to the home screen; an iPhone app is on the way. Subs you hire get the crew portal, with the scope, change orders and their payments in English or Spanish.

Does it work for commercial electrical?

ECHOPS is built for residential work. Any job you price from your book and schedule fits, and it does takeoffs from plans, but there are no bid invitations or submittals.

Related

Keep reading

ECHOPS for electricians

Quotes, permits, crews and invoices.

See the trade page →

CRM for contractors

The leads board, follow-ups and deals.

See the CRM →

Estimates and quotes

Price book, options and quote links.

See estimating →

Projects and scheduling

Stages, checks and the weekly schedule.

See projects →

Payroll

Time sheets, overtime and pay runs.

See payroll →

Phone and texting

Calls, texts and speed-to-dial.

See phone and texting →

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

Start free trialBook a demo

Special price: your first 2 months from $49/mo. Limited spots, so sign up today.