Industries · Electrical
Toolbase for Electrical Contractors
One platform for leads, quoting, jobs, technicians, profitability and reporting.
The challenges
What gets in the way for electrical contractors
Small jobs and large projects in one business
A power point install and a commercial fit-out need different handling, but usually share one diary and one office.
Labour is where the margin goes
A job quoted at four hours that takes seven has lost its profit, and you often do not find out.
Material prices keep moving
Cable and switchgear costs change, and quotes built on last quarter's price list undercharge.
Compliance paperwork gets separated from the job
Test results and certificates end up in a ute or an inbox rather than on the job record.
Built around your industry
Toolbase speaks electrical
Choosing your industry changes the terminology, fields, pipeline stages, quote structure and dashboards you see.
| Standard Toolbase | In your Toolbase |
|---|---|
| Staff member | Technician |
| Site visit | Call-out |
| Job | Service job or install |
| Form | Test and safety checklist |
| Company | Commercial account |
Workflow
From first enquiry to profit, the electrical way
The labour hours and materials you quoted become the estimate each job is measured against.
- Enquiry
- Site Visit
- Quote
- Approval
- Job
- Technician
- Materials
- Completion
- Invoice
- Profitability
Electrical quotes from labour rates and materials
Pick the work, add materials from your catalogue and let Toolbase apply labour rates, markup and GST. Templates cover the jobs you quote every week.
- Templates for common jobs
- Labour by category and time of day
- Supplier costs and markups
- Margin visible before sending
Service jobs and scheduling
Book call-outs and installs to technicians, with the quote, site notes and customer history attached to every job.
- Technician schedule
- Job statuses including Waiting on Stock
- Checklists and test results
- Photos and notes from site
Projects and commercial work
Run fit-outs and larger installs as projects with stages, tasks and multiple visits, and keep commercial accounts and their sites together.
- Stages and tasks
- Multiple jobs per project
- Commercial accounts and recurring customers
- Documents on the project
Job costing that shows where labour ran over
Compare quoted and actual labour and materials for every job, then see the pattern by job type.
- Estimated against actual labour
- Materials and other costs
- Gross profit and margin per job
- Profitability by job type
Industry-specific quoting
Quote electrical work the way you price it
Build electrical quotes from labour categories and a materials catalogue with current supplier costs.
Common quoted work
- Switchboard upgrades
- LED lighting
- Power points
- EV chargers
- Air conditioning circuits
- Data cabling
- Safety switches
Labour categories
- Electrician
- Apprentice
- After hours
- Commercial rate
Materials
- Cable
- Switchgear and breakers
- Fittings and accessories
- Conduit and fixings
Fees
- Call-out fee
- Minimum charge
- Travel
- Testing and certification
Dashboards
The numbers electrical contractors watch
Labour variance
Quoted hours against actual hours, by job type.
Gross margin by job type
Service, install and project work compared.
Jobs by status
Scheduled, in progress, waiting on stock, ready to invoice.
Quote conversion
Quotes sent against quotes won.
Revenue by technician
Work completed per technician.
Recurring customers
Repeat work from commercial accounts.
Recommended modules
Where most electrical businesses start
These are suggestions. Turn on only what you need and add modules later.
CRM
Every customer, deal and conversation in one history.
Leads
Capture, qualify and follow up every enquiry.
Quoting
Accurate, industry-specific quotes with margin built in.
Products & Pricing
Your catalogue, labour rates and pricing rules in one place.
Jobs
Schedule, assign and complete work in the field.
Projects
Plan and track multi-stage work from sale to completion.
Forms
Collect information once, straight into the right record.
Job Costing
Quoted against actual, for every job.
Reporting
Dashboards and reports on every part of the business.
Integrations
Connect the tools you already use
FAQ
Toolbase for electrical: common questions
Can Toolbase handle both service work and projects?
Yes. Single-visit jobs and multi-stage projects are both supported and share the same customers and schedule.
Can I set different labour rates?
Yes. Labour categories such as electrician, apprentice and after hours each have their own rate.
Can technicians record test results on site?
Yes. Forms and checklists can be completed on the job from a phone.
Configure Toolbase for your business
Pick your industry, choose your modules and see your recommended setup in a few minutes.