In short: an electrical contractor CRM should keep track of the work that happens around the wiring: the inquiry, the assessment, the estimate, the permit and inspection steps, the invoice and the next job from the same customer. GPT Business does that with an AI Manager that follows your rules. This is practical AI for electrical contractors: it prepares and drafts, you or your licensed electricians decide, and it never diagnoses a fault, gives wiring advice or promises a date you have not set.
Where electrical contractors lose jobs.
Electrical work has a long tail. A panel upgrade can mean a site visit, a load question, a utility disconnect, a permit, a rough-in inspection and a final. An EV charger install depends on the panel, the distance to the parking spot and sometimes the landlord. When the owner is also the lead electrician, those steps live in a notebook and a phone full of texts, and the customer who called about a generator in October hears back in December.
GPT Business gives each customer and each job one record with the stages you use, starting from New, Contacted, Quoted, Booked, Done and Lost. Each record says what the customer reported, what the electrician still needs to know, who owns the next step and when it is due.
The kinds of electrical work the Manager sorts.
You tell the Manager what you do and what you refer out. A typical residential and light commercial setup looks like this:
| Request | Urgency | What the Manager collects before booking |
|---|---|---|
| Sparking, smoke, burning smell or a shock | Emergency | Tells the caller not to touch the equipment or anyone still in contact with it, to get to safety and contact emergency services, then alerts your on-call contact if you have one |
| Partial power loss, breaker that will not reset | Urgent or same-day under your rules | What is out, since when, and whether neighbors are affected (which may point to the utility) |
| Outlets, switches, fixtures, ceiling fans | Routine service call | Rooms and number of items, access, preferred window |
| Panel upgrade or service change | Project | Customer-reported panel size and age if known, planned additions, utility coordination needs |
| EV charger install | Project | Vehicle and charger if chosen, parking location, ownership or landlord permission |
| Standby generator or transfer switch | Project, often seasonal | What the customer wants to keep running, fuel source, site access |
| Remodel or tenant improvement wiring | Project or bid | Plans or scope if available, general contractor contact, timeline |
All of this is recorded as what the customer told you. The diagnosis and the scope belong to your electrician.
Estimates, permits and inspections on one record.
Electrical estimates tend to stall between the site visit and the signature. The Manager helps at each step:
- Assessment visit. It books the visit with an electrician whose license and experience you have confirmed for that kind of job.
- Estimate draft. After the electrician confirms the scope, it drafts the estimate from your approved prices and line items. You approve it, and the customer accepts and signs it online.
- Permit and inspection check. It drafts a checklist of the license, permit and inspection steps you have told it apply to that job type, so nothing is scheduled before the paperwork is in place.
- Materials readiness. It drafts a reminder of the components and equipment the job needs from your approved list, before the install day.
- Scope change. When the electrician opens a wall and finds old wiring, the change goes to the customer as a revised scope for approval.
- Invoice and payment. After you confirm the work and the billing terms, it drafts the invoice and the customer pays by card through your connected Stripe account.
Electrician scheduling software without the overhead.
Once your Google or Outlook calendar is connected, the Manager books into it, confirms the time zone and exact window, and checks again before writing so jobs do not collide. If a crew member is out, it shows which booked customers are affected and drafts reschedule messages for you to approve. Appointment reminders and confirmations are in pilot, switched on business by business; until then the Manager drafts them for you. It is not a crew dispatch board, and it does not track where your trucks are.
Repeat work and seasonal campaigns.
Electrical customers come back for the next project if you stay in touch the right way:
- Generator season. Before your storm season, a drafted offer for standby generator service or inspection to customers who have one on record and agreed to hear from you.
- Inspection or maintenance offers. Periodic checks you choose to sell for eligible installations, such as commercial lighting or older panels.
- Referrals. When a happy customer offers a referral, the Manager records it and asks before contacting anyone.
- Quiet customers. Past customers you pick for a check-in, with a drafted note in your voice.
Review requests are in pilot and go only after you confirm the job went well. Complaints and repeat issues go to a named person with a due time.
AI for electricians that sells on the call.
Once your phone number is connected, the agent can sell on the call: understand what the homeowner is trying to do, explain why your licensed team is the right choice, handle objections like "the other guy said he could do it cheaper" in the way you approve and close on a booked assessment. Prospects get sold; existing customers get care. It uses only your approved prices and never quotes a panel upgrade or EV charger install price you have not set. Missed-call text back is in pilot. Outbound speed-to-lead calls are in pilot and run only with consent. Every call and text passes consent, do-not-call and opt-out checks first.
For unpaid invoices, the Manager drafts reminders and leaves disputes to you; automatic overdue invoice follow-up is in pilot. Once QuickBooks or Xero is connected, it reads invoices and payments.
What GPT Business does not replace.
GPT Business is not estimating software for takeoffs from plans, and it does not do load calculations, route optimization, technician GPS tracking, payroll or parts inventory. If you bid larger commercial work from drawings, keep your estimating tool. If your team depends on a field service app for its mobile workflow, pricebook or truck stock, keep that too. Importing from ServiceTitan, Housecall Pro or Jobber is coming soon; a spreadsheet export works in the meantime. If your office already follows up on each estimate and tracks permits well, staying with your current setup is reasonable.
Set up by chat.
Tell your AI Manager how your shop runs: residential, commercial or both, the jobs you take and the ones you pass on, your approved prices and service call fee, where you work, your hours and emergency rules, and which electricians handle which work. It builds your intake, stages and follow-ups from that, with every customer message in approval mode at the start. Try the free live demo with a made-up panel upgrade inquiry. For call handling, read AI receptionist for electricians, and for the bigger picture see the AI workforce for electrical contractors. Plans are on the pricing page.
What works today for electrical contractors.
Each row below uses the same status as our What's live today table. "Needs setup" means it works once you connect your number or account during activation. "Pilot" means it is built and switched on business by business.
| In your electrical business | Capability | Status |
|---|---|---|
| Service calls and install inquiries answered and booked | Answer calls, qualify and book | Needs setup |
| Panel, EV charger and generator leads booked for an assessment | Sell on the call: qualify, handle objections, close on a booked slot | Needs setup |
| Estimates signed online | Quotes and signed agreements | Available now |
| Crew calendars for booked visits | Gmail and Google Calendar | Needs setup |
| A text back when you are on a job | Missed-call text back | Pilot |
| Reminders before assessments and installs | Appointment reminders and confirmations | Pilot |
| Card payment on the invoice | Take payments | Needs setup |
| Reviews after a confirmed good job | Review requests | Pilot |
| Moving your customer list from a field service app | Import from ServiceTitan, Housecall Pro or Jobber | Coming soon |
Common questions
What is the best CRM for an electrical contractor?
For a small residential or light commercial shop, the best fit is one that keeps inquiries, estimates, permits and invoices moving without extra office staff. GPT Business does that with an AI Manager. If you bid large projects from plans, pair it with a dedicated estimating tool.
Can AI help electrical contractors win more estimates?
It can answer inquiries quickly once your number is connected, book assessments and follow up on estimates that have not been signed, all in your approved wording. It does not set prices or scope; your electricians do.
Can the AI tell a customer what is wrong with their wiring?
No. It records what the customer reports and leaves the diagnosis to a licensed electrician. If someone reports sparking, smoke or a shock, it tells them to get to safety and contact emergency services first.
Does it integrate with ServiceTitan, Housecall Pro or Jobber?
Not yet. Importing from those apps is coming soon, and you can import a spreadsheet export during setup in the meantime.
Does it pull permits or schedule inspections with the city?
No. It drafts a checklist of the permit and inspection steps you say apply to each job type and reminds your team, but your office still files permits and books inspections.
Is it also an electrician invoicing tool?
Yes. It drafts invoices from the confirmed scope for your approval, and customers can pay by card once your Stripe account is connected. QuickBooks or Xero can be connected to read invoices and payments.
Other industries: Insurance agencies, Real estate, Moving companies, HVAC, Plumbing, Roofing, Landscaping and lawn care, Cleaning services, Auto repair shops, Salons and barbershops. See them all on the industries page.
Bring your business into the conversation. Create a useful draft before you sign up.