TRADES & HOME SERVICES
Electrical CRM — enquiries, jobs and compliance
Price the job properly, get the certificate issued, and keep the testing work that commercial clients actually buy.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“You quoted against someone who left the certification out, and lost on price to a job that was not the same job.”
- 02
“The switchboard arrived three weeks after the crew was booked.”
- 03
“The power went off at a commercial site without anyone being warned.”
THE SYSTEM
The electrical system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Leads & Quotes
- Jobs & Scheduling
- Testing, Tagging & Compliance
3 forms
- Tell us what you need done
- Commercial and property manager enquiry
- How did we do?
2 booking links
- Book a site visit
- Fifteen minutes on the phone
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to callback
- booked meeting prompts the switchboard photo and power-off check
- certification is a stage task, not a hope
- won opens the job card and orders long-lead gear
THE INSIGHT
“Certification is the line item cheap quotes leave out, and it is not optional work. Naming it on your quote is what makes yours comparable — and it is the reason the cheaper one comes back as a variation. **CTA** · See how an electrical contractor runs on it **Meta** · *Electrical CRM Software for NZ Electricians | Penguin Pilot* — Quotes that include the paperwork, jobs that get certified, and a testing round that books itself. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES