Electrical Contractor CRM: What to Track and Why It Matters
A CRM built for electricians tracks more than contacts. Here's what you should be tracking to grow your electrical business.
As an electrical contractor, you're managing complex jobs that span multiple visits, require permit tracking, involve equipment with warranties, and often grow from simple service calls into major projects.
A generic CRM doesn't understand this. It treats electrical work like selling widgets. But the right CRM—set up correctly—can transform how you manage customers, jobs, and growth opportunities.
Here's what every electrical contractor should be tracking, and why.
Beyond Contact Info: What Electricians Need to Track
Customer Property Data
Every property you work on has characteristics that affect future work:
- Panel type and amperage (100A, 200A, etc.)
- Panel age and brand
- Known issues or concerns ('aluminum wiring', 'Federal Pacific panel')
- Service entrance location and type
- Meter configuration (commercial, residential, multi-unit)
- Photos of panel and service entrance
Why it matters: When a customer calls about a new circuit, you already know if they have capacity. When their panel ages out, you can proactively reach out about upgrades.
Job History with Details
For each job, track:
- Work performed (specific circuits, outlets, fixtures)
- Materials used with specifications
- Photos of work (before, during, after)
- Any issues encountered or limitations discovered
- Permit number and inspection status
- Warranty information on parts and labor
Why it matters: When a customer calls back about a circuit you installed two years ago, you have complete records. When there's a warranty claim, you know exactly what was done and when.
Permit and Inspection Tracking
Electrical work often requires permits. Your CRM should track:
- Permit applications (submitted, pending, approved)
- Permit numbers and links to documents
- Inspection dates (scheduled, passed, failed)
- Inspection notes and any required corrections
- Final inspection completion
Why it matters: Permits that slip through the cracks create liability. Automatic reminders for upcoming inspections keep projects moving and protect you legally.
Multi-Visit Project Management
Many electrical jobs span multiple visits. Track:
- Project phases (rough-in, trim, finish)
- Dependencies (waiting for inspection, waiting for other trades)
- Materials ordered vs. on-site
- Customer communication at each phase
- Change orders and scope adjustments
Why it matters: Complex projects fall apart when details get lost between visits. A clear project record keeps everyone aligned and reduces callbacks.
Turning Data Into Revenue
All this tracking isn't just for organization—it drives revenue growth:
Panel Upgrade Opportunities
Filter customers with panels over 20 years old or 100A panels in homes with modern electrical demands. Proactively reach out about upgrades.
EV Charger Add-Ons
Track which customers have 200A panels with capacity to spare. They're prime candidates for EV charger installations as electric vehicles become more common.
Whole-Home Surge Protection
Customers who've had lightning damage or expensive electronics are good candidates for whole-home surge protection. Your CRM should flag these opportunities.
Generator Prospects
After power outages in your service area, query customers who've mentioned generator interest or have medical equipment requiring constant power.
Setting Up Your CRM Right
- Create custom fields for electrical-specific data (panel specs, service info)
- Set up job templates for common work types (service calls, panel upgrades, new construction)
- Configure automated reminders for permit expiration and inspection scheduling
- Create tags for opportunity types (panel upgrade candidate, EV charger prospect)
- Set up follow-up sequences for quotes over 30 days old
CRM Built for Electrical Contractors
Local Business Pro includes all the fields and workflows electrical contractors need, pre-configured.
See It In ActionThe Bottom Line
A CRM is only as valuable as the data you put in it and how you use that data. For electrical contractors, that means going beyond basic contact management to track property details, equipment specs, permits, and multi-phase projects.
The payoff? Better customer service, fewer dropped balls, and systematic revenue opportunities from your existing customer base.
About Mike Chen
15-year HVAC veteran turned business consultant. Helps contractors streamline operations and grow revenue.
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