26, September, 2024
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Best CRM Software for Electrical Contractors
Biography
At 30 years old, Gary Rossi isn't your average realtor. Building his own real estate business from the ground up, Michael understands the importance of leveraging technology. His blog contributions focus on how CRMs can empower new and established agents alike, streamlining workflows and enhancing client communication - the most important aspects of a successful real estate business.
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Latest Update:
Sep 25, 2024, 2:36 pm
In a Nutshell
When it comes to choosing the best CRM for electric contractors, you’re spoiled for choice. There are so many great industry-specific options available for consideration. During my review of the best software for this niche, I came across a few very good options. If you’re looking for a great all-around CRM for your electrical business, then ServiceTitan is well worth a look because of its robust features. If you’re looking for a more affordable option that still provides a great feature set, then Housecall Pro or Jobber might be for you.
5 Best CRM Software for Electric Contractors
As a CRM reviewer, I’ve evaluated many different CRM tools for various industries. I was excited to see what CRM software had in store for electrical contractors and was pleasantly surprised by the amount of tools available. After extensive evaluations, here are my picks for the five best CRM for electric contractors:
- ServiceTitan: Overall best CRM for electric contractors
- Commusoft: Best for work order management
- Housecall Pro: Best for scheduling
- Jobber: Best for tracking expenses
- FieldPulse: Best for team collaboration
Why Electrical Contractors Need CRM Software
Electrical contractors have a number of tasks they need to complete throughout the lifecycle of any job. Among these responsibilities are taking customer calls, noting project details, dispatching electricians, updating clients on-the-job status, tracking follow-ups, and processing payments.
CRM software helps these businesses by keeping all of the client information, project details, and interactions conveniently in one place. CRM software helps to streamline your workflows to ensure contractors know which projects need to be completed and when.
Using the best CRM software for electrical engineers has the following benefits:
- Contractors close more deals
- Saves valuable time
- Increases efficiency
- Improves collaboration
- Boosts the customer experience
- Provides insights into business performance
- Helps to grow your business
I spent my time reviewing a number of different CRM solutions to evaluate how useful they are for electrical contractors. Let’s take a look at why I chose my top five best CRM software for electrical contractors.
Top 5 Best CRM Software for Electrical Contractors
Free Plan: No
ServiceTitan is a great overall CRM specifically developed for the field service industry.
Why I Like It
ServiceTitan is a robust CRM that’s specifically developed for the home services industry. I liked how easily the tool worked, and crucial features were straightforward to find and use. I also enjoyed the amount of useful features for the industry, such as a mobile app, call tracking, dispatching, and invoicing.
ServiceTitan offers a few integrations, mostly with Quickbooks and native apps. However, I did notice some issues with integrating QuickBooks. The process wasn’t as easy as I’d like, and there were a few syncing issues.
ServiceTitan doesn’t display their pricing on the website, and you need to contact them for it.
Most Important Electrical Businesses Features
Key features of ServiceTitan for electrical contractors:
- Intuitive dispatching
- Call recording
- Adaptive marketing
- Automated checklists
- In-depth reporting
Pros & Cons
Pros
- Robust features
- Intuitive interface
- Easy to use
Cons
- Some integrations are tricky
Free Plan: No
Commusoft is a great CRM that focuses on work order management specifically related to field service companies.
Why I Like It
I like the robust set of features that Commusoft offers. Being able to access customer information via the app is very useful for electricians on job sites. Additionally, the feature to create and email invoices while on a call is very useful. They also provide tutorials and online help for users starting to use the software.
While the tool is easy enough to use if you’re familiar with CRM software, I think beginners might find the learning curve a little steep. Also, I had some issues with the mobile app not working as seamlessly as I expected.
Commusoft doesn’t display its prices on the website. As such, you need to contact them for this information.
Most Important Electrical Businesses Features
Key features of Commusoft for electrical contractors:
- Proposal builder and invoicing
- Work order and service scheduling
- Job costing, inventory, and asset management
- Online bookings, alerts, notifications, and service reminders
Pros & Cons
Pros
- Robust set of specialized features
- Good customer service
- Streamlined operations
Cons
- Learning curve
- Mobile apps and integrations can be tricky
Free Plan: No
Starting at $49
Housecall Pro is an exceptional CRM due to its great scheduling and dispatch features and affordable price tag.
Why I Like It
I like how seamless Housecall Pro’s scheduling and dispatch features are. I also liked how easy the app was to use while in the field to stay on top of all communications and projects. I also find their invoicing and payment process features to be easy to use and efficient.
While Housecall Pro is an affordable option, it does lack a few features I think could make it even more useful. The most notable feature that’s missing for electric contractors is a job costing function.
Housecall Pro’s pricing plans start from $69/month for one user.
Most Important Electrical Businesses Features
Key features of Housecall Pro for electrical contractors:
- Appointment scheduling
- Dispatching
- Invoicing
- Mobile app
Pros & Cons
Pros
- Robust scheduling feature
- Useful mobile app
- Clear invoicing with credit card link for payments
Cons
- No job costing feature
Free Plan: No
Starting at $42
Jobber is a great industry-specific CRM that makes managing your home services business easier and more efficient.
Why I Like It
I like that Jobber allows me to customize workflows to match my business processes. The software makes it easy to schedule jobs, optimize routes, and even track expenses. It’s also easy to send quotes and invoices by email or text, and you can get paid on-site through the mobile app.
Jobber doesn’t offer quite as many app integrations as I’d like. This could make it difficult for businesses that already have an established tech stack to incorporate CRM effectively. However, if you’re a new business without a current tech stack, you could set up Jobber and create accounts with the integrated apps for added functionality.
Jobber’s pricing plans start from $69/month for one user.
Most Important Electrical Businesses Features
Key features of Jobber for electrical contractors:
- Online booking
- Job scheduling
- Time and expense tracking
- Job costing
- Quotes and invoicing
Pros & Cons
Pros
- Simple employee performance tracking
- Full-featured mobile app
- Good customer support
Cons
- Limited integrations
Free Plan: No
FieldPulse is a great industry-specific CRM for electrical contractors who need to manage teams.
Why I Like It
I like the amount of features that FieldPulse offers that are specifically related to the services industry. FieldPulse places an emphasis on collaboration, which makes it easy to communicate and assign projects in a team. The platform has a user-friendly interface, which makes it effortless to find and use the features you need.
While most of FieldPulse’s features are intuitive and very user-friendly, the integrations were another story. Integrating with Quickbooks specifically was clunky, and I experienced some bugs with syncing.
FieldPulse’s pricing starts at $99/user/month.
Most Important Electrical Businesses Features
Key features of FieldPulse for electrical contractors:
- Time tracking
- Inventory management
- Project management
- Maintenance agreements and service reminders
- Purchase orders
- Asset management
Pros & Cons
Pros
- Robust industry-specific features
- Intuitive user interface
- Good customer service
Cons
- Quickbooks syncing is buggy
Criteria for Selecting the Best CRM for Electrical Contractors
CRM software usually comes with a few general features, such as contact management, workflows, and visual pipelines. However, certain industries may need specific features to really get value from their customer relationship management tools.
When it comes to a field service type of business, such as electrical contracting, there are a few specific features that you’d want to consider. Some of the key features to look for in CRM for electrical contractors include:
- Mobile accessibility: A mobile app is essential for electrical contractors to remain updated on all activities while on the go.
- Integrations: Ensure the CRM you choose has all the features you want or can integrate with your existing tech stack.
- Automation: Make sure your software has automation features such as reminders, text updates, invoice generation, and more.
- Reporting: Ensure that your tool has reporting features to provide you with insights into your business.
- Project management: Project or job management features can help you keep on track with your various projects in a single platform. This enables you to ensure all your projects are taken care of, and nothing is forgotten or missed.
Conclusion
Choosing the best CRM for electrical contractors can be a challenge. However, if you keep in mind the features you need, such as mobile accessibility, automation, reporting, and others, it becomes less of a challenge. If you’re involved in the electrical services industry, consider these five tools to help manage your customer relationships.
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