Electrical businesses

Every business on SMG Tools starts with quoting, jobs, scheduling and billing. The Electrical kit adds the tools below and the starter content that makes them useful the first day — and setup shows it to an electrical business line by line, every part of it yours to leave out.

Made for electrical work

• Online Booking — Customers pick a real time from your availability and book it.
• Measurements — Readings with the range each should fall in, and their history.
• Client Equipment — The units at a customer's property, and what was done to each.
• Compliance — Licenses, certifications and expiry tracking for regulated work.
• Equipment — Your own vans, trailers and machines: who has them, what they cost a job.

And what nearly every service business uses

• Leads & Pipeline — Inquiries before they became a client, and where each one stands.
• Public Page & request form — A page for your business, with a form a stranger can fill in.
• Referrals — Who sent each customer, and a link your clients can share.
• Proposal Assistant — A draft scope and contract sections from a description of the job. (Professional)
• Day Board — The day as lanes, one per person, and who is running behind.
• On the Way — A tracking page for the customer, and the text that says you are coming.
• Checklists — The steps a kind of work always has, worked on the job and sent to the customer.
• Warranties — What you promised, for how long, on which job, and when it runs out.
• Expenses & receipt scanning — What you spend, tracked against jobs and tax.
• Mileage — Trips driven for work, for tax deduction.
• Tax set-aside & reporting — What to put aside for tax, and the summary your accountant asks for.
• QuickBooks export — Your invoices, payments and expenses, in the shape QuickBooks imports.
• Reports — Profitability, tax and compliance reporting.
• Margin Intelligence — Target margins, alerts when a job is drifting, and the forecast.
• Ask About Your Business — Ask why a job came in under, or what moved this quarter, and get an answer from your own figures. (Professional)
• Client Reminders — Appointment and invoice reminders, review requests, sent for you.
• Automations — Follow-up that happens on its own, so you do not have to remember it.
• Client Hub — One page a customer opens for everything you have sent them.
• Assistant — Say or type what you want done; confirm it before it is written. (Professional)

What it sets up for you

• The kinds of work you do: Troubleshooting, Panel upgrade, Circuit installation, Lighting installation, Generator installation.
• A visit checklist, Panel inspection: 5 steps the crew works through on the job.
• The readings a visit takes: Voltage (V), Current draw (A), Insulation resistance (MΩ), Ground resistance (Ω).
• The kinds of unit you work on: Electrical panel (lasts about 30 years), Generator (lasts about 20 years).

Start with it

Tell setup you are an electrical business and it shows you this kit before anything is added; untick what you do not want. Already set up? Start from a kit on the Tools page adds only what you do not have yet. See Trade kits for how either works, and the plans for what each includes.