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Conest IntelliBid is a job cost estimating system designed specifically for commercial, industrial and residential electrical contractors. At its core, IntelliBid is a bid management and cost estimating system that helps contracto...Read more
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Contractor WorkZone by Trimble is a cloud-based construction management solution designed primarily for small businesses and contractors. Built for contractors managing their business from job site to job site. The solution c...Read more
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Electrical contractors must manage work orders, handle customer service requests, create project cost estimates, assign jobs to field technicians, and more.
Managing these disparate processes through manual methods, such as manually tracking billable hours on Excel spreadsheets, is time-consuming and error-prone.
To save time and reduce errors, there is dedicated electrical contractor software that comes with features to support the specific business workflows of electrical contractors and improve team efficiency. This type of software is part of the larger category of construction management solutions.
That said, we understand that businesses don't have the time to do extensive software research comparing hundreds of products on different parameters—features, pricing, deployment options, to name a few.
So, we've put together this buyers guide to help you get started and make an informed decision when buying electrical contractor software.
Here's what we'll cover:
Electrical contractor software is a type of software that helps electrical contracting businesses manage various aspects of their workflows. These solutions offer functionalities to automate task scheduling; record the time employees spend on a project; track customer requests; and generate project cost estimates, quotes, and invoices.
Businesses can also automate recurring jobs and generate reports to get insights into business performance and customer feedback.
Here, we’ll take a closer look at the features that make up electrical contractor software.
Task scheduling |
Assign jobs to employees on a built-in calendar based on their availability and skill sets; track the status of tasks on shared dashboards. |
Work order management |
Capture and track customer orders for servicing, maintenance, repairs, etc. on digital forms. |
Customer database |
Store customer information, such as names, addresses, phone numbers, contracts, and services requests, in a centralized location. |
Time tracking |
Track the time employees spend on a task, such as the total hours taken by a field agent to complete an installation or repair request. |
Billing and invoicing |
Generate invoices for services provided; send out the invoices automatically via email. |
Quotes and estimates |
Create job estimates and quotes, automatically calculating labor and materials costs using premade cost estimation templates. |
There are two kinds of buyers of electrical contractor software: small and midsize firms and large businesses.
Small and midsize businesses (fewer than 1,000 employees): These buyers will typically opt for cloud-based tools that don't require a significant upfront investment. Cloud-based tools won’t require software maintenance and data backup responsibilities on the buyer’s part, which is appealing for small and midsize businesses that don’t have in-house IT support.
Large businesses (1,000 employees or more): These buyers have complex more complex business requirements, and as a result, may opt for full-suite construction management solutions that come with advanced features for team performance tracking, visibility into project finances, and real-time team collaboration.
In addition to understanding the key features of electrical contractor software, there are several other considerations businesses should factor in before investing.
Here are some of the top considerations businesses should keep in mind:
Mobile accessibility: Electrical contracting firms generally have a team of field technicians who are constantly shuttling between client sites. These field workers need a tool that supports mobile apps (Android and iOS) to help them share files, take down work orders, view their schedules, and access project communications while on the go.
Integrations: Integrations with other software tools make it possible to transfer data between these systems. For instance, an integration with an accounting solution can help consolidate data on payments received and expenses incurred. Likewise, integration with customer relationship management (CRM) solutions will help you automatically update customer details in the electrical contractor tool as soon as a new lead is captured in the CRM.
Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.