CRM for electricians
Keep every customer, site and job history in one place, connected to the quotes you send and the work you complete.
A CRM built for electrical work
Electricians need more than a contact list. Toolbase links each customer and commercial account to their sites, quotes, jobs and test records.
- Customers, companies and sites
- Multiple deals per customer
- Full job and quote history
From enquiry to booked job
Capture enquiries from your website and phone, assign them and turn them into a quote without retyping details.
- Lead capture with source
- Follow-up tasks
- Quotes created from the deal
Repeat and commercial customers
See what you have done for a customer before you pick up the phone, and keep recurring work organised.
- Service history by site
- Commercial account contacts
- Recurring work tracked
Reporting that includes profit
Because the CRM connects to job costing, you can see revenue and margin by customer and lead source.
- Revenue by customer
- Lead source reporting
- Margin by job type
Keep exploring
Related pages
FAQ
Common questions
Is Toolbase a CRM or a job management system?
Both. CRM, quoting and jobs are modules of one platform and share the same records.
Can I import my customer list?
Yes. Customers can be imported from CSV.
Can technicians see customer history?
Yes, subject to the permissions you set.
Ready to replace disconnected software?
Get Toolbase configured around your business.