Electrical software for service calls and the jobs that outgrow them
A panel upgrade is not a service call. Elevate Team handles both: dispatch for the two-hour ticket, phases and progress billing for the three-week build.
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What it costs today
Project work does not fit a service ticket
A rough-in, an inspection and a trim-out are three visits weeks apart, but most service software wants them to be one job that closes in a day.
Permits fall between the office and the field
Everyone assumes the inspection was booked. Nobody booked the inspection.
Billing waits for the end
Cash goes out on materials in week one and comes back in week five, because there is no easy way to bill a phase that is genuinely finished.
Built for electrical
The parts of the job your software usually ignores
Multi-visit jobs with real phases
Rough-in, inspection, trim-out and punch list each get their own visit, crew and checklist, all rolling up to one job and one client record.
Progress billing
Invoice a percentage, a phase or a fixed milestone. What is billed and what is left is visible on the job, not tracked in a side spreadsheet.
Permits and inspections tracked to a date
A permit is a record with a number, an authority, a status and a due date. An open permit blocks the job from closing.
Licence and certification checks
Assignments respect who holds which licence class, so an apprentice is not dispatched alone to work that needs a journeyman signature.
Materials and takeoffs
Load a material list onto a job, consume it as the work proceeds, and see the gap between what was estimated and what was actually pulled.
As-built photos that stay findable
Photos attach to the visit and the site, so the picture of the panel before the drywall went up is one search away, not lost in a group chat.
How a job runs
Four steps, one record
- 1
Scope becomes a quote
Build from your assembly catalogue of panels, circuits and fixtures, with labour hours per assembly rather than a lump-sum guess.
- 2
The job is planned in phases
Each phase is scheduled independently, with the inspection sitting between rough-in and trim as its own visit.
- 3
Work is billed as it completes
Close a phase, issue that phase's invoice, and the remaining balance updates on the job.
- 4
The job closes when the paperwork does
Open permits, unsigned inspections and unreturned materials all keep the job open until they are dealt with.
Questions
Electrical, specifically
Still unanswered? The docs go deeper, and a reply from us is usually faster than a demo.
- Can I run service calls and projects in the same account?
- Yes, and that is the point. Job types decide which fields, checklists and billing behaviour apply, so a two-hour service call stays simple while a multi-week project gets phases and progress billing.
- Does it handle retainage?
- You can hold a percentage back on progress invoices and release it on a final invoice when the job closes.
- Can the office see where a project stands without calling the foreman?
- The job shows every visit, what is complete, what is billed, which permits are open and the last photos from site, updated from the field as the work happens.
- What about service agreements for commercial clients?
- Recurring maintenance (thermographic scans, panel inspections, generator tests) is set up as an agreement that generates its visits automatically.
Run your electrical work on one board.
Free for one crew, forever. Import your price book and book the first job today.