CRM for Electrical Contractors

• The problem

  A permit application sits on someone's desk and the panel upgrade cannot start.

  In Kompot.ai

  Give your jobs stages such as permit applied, permit issued, rough-in, inspection and final. The job board shows every install that is waiting on the permit office, and a task with a due date makes one person answerable for chasing it.

• The problem

  The rough-in inspection passes and the crew finds out days later.

  In Kompot.ai

  Put the inspection on the shared calendar and record the result on the job. A workflow triggered by the stage change notifies the foreman and creates the task to schedule trim-out, so the drywallers are not left waiting on you.

• The problem

  The homeowner adds recessed lights mid-job and the extra work is never billed.

  In Kompot.ai

  Write the addition as a change order from a document template, send it for e-signature by link and keep the signed copy on the job. The added devices go onto an estimate and then the invoice, with the audit trail behind them.

• The problem

  A general contractor asks where the wiring stands and you have to call the foreman.

  In Kompot.ai

  Group the jobs, tasks and invoices of one build into a project and share it by link. The contractor sees which tasks are finished and leaves comments there, without phoning your office to ask whether rough-in is complete.

• The problem

  The deposit, the rough-in draw and the final payment are tracked in a notebook.

  In Kompot.ai

  Invoice each draw separately — deposit, rough-in, final — each with its own payment link for card payment. A draw that comes by check or transfer is recorded by your office, every invoice shows what is paid and what is still open, and one left past its due date is flagged as overdue.

What you keep on record

Permits and inspections

Permit number, issue date and each inspection result on the job, with the permit and the inspector's sign-off attached as files.

Panel and service details

Panel brand, service size, grounding and known problem circuits, as custom fields on the customer.

Change orders

Each addition signed by the customer from a template and stored with its audit trail next to the original contract.

Labor and material price list

Service call rates, per-device prices, panel swaps and common materials in the product catalogue for estimates and invoices.

Questions owners ask

Can I track permits and inspections for each job?

Yes. Define job stages for the permit and inspection steps, keep the permit number and dates as fields, attach the paperwork as files and put inspections on the calendar. Kompot.ai does not file permits with the authority for you; it shows where each one stands.

How do change orders work?

Make a change order template with merge fields for the customer, the job and the added work. Send it by email, link or QR code; the customer signs it, and the signed PDF with its audit trail stays on the record.

Does it suit both service calls and multi-week installs?

Yes. A service call needs nothing more than a job and its invoice. A rewire or a new build is a project that groups several jobs, the tasks, the contract and the invoices, and you can share it with the owner or the general contractor by link.

Can electricians read the job details on site?

They open Kompot.ai in the browser on their phone. The job shows the address, the time window, the panel notes and the attached plans, and they can add photos of the finished work and move the job to its next stage.