Electrical service calls, estimates, and scheduling — in one place
Bare Bones CRM turns your price list into an estimate in minutes, puts your crew on a schedule with photos on every job, and sends a review request the moment the work is done.
No credit card required
Today
Good morning
Outlet install — Oakwood Family Home
Today · 9:00 AM
EV charger install — Hilltop EV Owner
Today · 1:00 PM
Send review request — Cedar Office Park
Completed yesterday
Panel upgrade estimate — Riverside Residence
Estimate sent 2 days ago
Estimates take too long to put together.
Build a price list once, then turn it into an estimate in minutes — your client approves it online with one tap.
You can't prove the work was done safely.
A job checklist with photos on every visit shows exactly what was installed, tested, and labeled.
You forget to ask for a review after the job is done.
The moment you mark a job complete, a review request is ready to send, so you collect reviews while the client is still happy.
Built for the way you work
Price list estimates
Save your services and prices once, then pull them into an estimate in seconds. Send a link your client can approve online.
Job checklists with photos
Every job comes with a checklist and photo slots. Crew members can add photos from their phone using a free job link, no login needed.
Review requests
Send a link to your review page right after a job is done. Clients tap and leave a review in seconds.
Set up for your trade
Client fields
- Panel size in ampsNumber
- Panel brand
- Home ageNumber
- GeneratorDropdown
- EV chargerDropdown
- Access notesLong Text
Job checklist
- Confirm scope with client
- Turn off power and verify dead
- Repair or install
- Test circuits
- Label panel changes
- Clean up
- Photos
Price list
- Service call
- Outlet or switch install
- Light fixture install
- Ceiling fan install
- Panel upgrade
- EV charger install
- Generator install
- Whole-home surge protector
Schedule your team
Assign jobs to your crew, set arrival windows, and send each person a link with the job details. Your crew confirms from their phone, and you'll see who's confirmed right on your Today list.
- Assign jobs and set arrival windows
- Crew confirms from their phone
- Before-and-after photos on every job
Frequently asked questions
Can I track residential, commercial, and property manager clients?
Yes. Tag each client as Residential, Commercial, or Property manager, and filter your list by type.
How do estimates work?
Save your services and prices as a price list, then pull them into an estimate in seconds. Send a link and your client approves it online.
Can I store panel and generator details for each client?
Yes. Custom fields capture panel size in amps, panel brand, home age, generator type, and EV charger status.
What does it cost?
$7 per user per month after a 30-day free trial. Crew job links are free.