Skip to content

Built in Prince Edward Island · Priced in Canadian dollars · Support from the people who built it

Electrical

The CRM that quotes at the panel.

Daybook runs an electrical contractor end to end: a request becomes a booked service call, the electrician quotes at the panel from your own price list, and the service call report, the panel upgrade sheet and the rough-in sheet are filled in on the phone — permit number, inspection, photographs before the drywall. Then the invoice, with GST/HST by province.

The job “Wes Chen — Panel & service upgrade” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves and what is waiting on us.

The rules the trade lives under

Built around the paperwork an electrical contractor already answers to.

  • The Canadian Electrical Code, as your province adopts it

    The upgrade sheet has you tick grounding and bonding to code and AFCI/GFCI where required, and take the readings at completion; the rough-in sheet asks whether the smoke and CO alarms are interconnected — on Crew and up.

  • Electrical permits and inspections

    A panel upgrade does not close without the permit or inspection number, the photographs of the open panel, the label and the meter base, and the customer’s sign-off. The rough-in sheet wants every wall photographed before the drywall.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the techs on site, filled in on the phone at the start of the day and filed on the job the moment they land.

  • CRA automobile allowance rates

    A mileage log that keeps itself, at the per-kilometre rate you set, ready for the accountant at year end.

Daybook names these so you can see where it helps. It is not a compliance product: it does not pull a permit, book an inspector or check your work against the code. The sheets record what you did, the hazard assessment is yours to fill in, and the inspector has the last word.

Three things that go wrong

The headaches every electrical contractor knows.

The price given at the panel

A request sits in a voicemail, the call is booked by text, and the price the electrician gave at the panel lives in somebody’s head until the customer rings to ask about it.

In Daybook A request becomes a booked service call, and once the call is done the job’s next step is Mark won — with a quote there when the job needs one. A 200 A upgrade still gets quoted before the utility disconnect is booked.

The wall is closed, and nobody photographed it

The drywallers came Thursday. The rough-in was right — and now there is no picture to prove it, and no note of the inspection number.

In Daybook The rough-in sheet wants the openings, the circuits, the wire, the permit number and every wall photographed before drywall, signed by the electrician — and the job is not complete until it is filled in.

The return visit, and which panel was it

The second trip starts with a phone call back to the office: what is in that house, how old is it, and what did the last tech find?

In Daybook The unit stays on file at the address — make, model, serial and age — and the service call report keeps the panel, the circuit, the fault and the readings, so the tech arrives knowing what is there.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe finished job: a new breaker panelFrom the site: rough-in wiring in open studsFrom the site: new pot lights in a kitchenFrom the site: testing a new outlet
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The electrical toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — electrical gets its own shape. A visit is a service call, not a site visit; the button says Book a service call; and the drafts, the replies and the job summaries say circuit, breaker, panel, service, opening and device the way an electrician does.

The service call

A request becomes a booked call. Not a site visit.

Every request lands on one board with its service type — troubleshooting, a panel upgrade, an EV charger, a rough-in — and one button: Book a service call. The electrician troubleshoots and quotes at the panel; when the call is done, the next step is Mark won.

The requests board in Daybook: “Heather Kowalczyk — Rough-in & renovation” and “Priya Langille — Lighting & device install”.

The service call

A request becomes a booked call. Not a site visit.

Every request lands on one board with its service type — troubleshooting, a panel upgrade, an EV charger, a rough-in — and one button: Book a service call. The electrician troubleshoots and quotes at the panel; when the call is done, the next step is Mark won.

  • The requests board in Daybook: “Heather Kowalczyk — Rough-in & renovation” and “Priya Langille — Lighting & device install”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Service call, Quote and Mark won.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • Six service types: troubleshooting & repair, panel & service upgrade, EV charger & generator, lighting & device install, rough-in & renovation, commercial & industrial
  • Book a service call from the request — and plan the day’s route from the same board
  • Service call, then Quote, then Mark won — a quote is there when you want one, never in the way
  • The unit on file at the address: make, model, serial and age, for the next call
  • Requests from your website’s book-an-electrician form land here as real requests
Scheduling

The price list

Priced by the call, the circuit and the opening.

An electrician quotes from a price list, not an estimator — so yours starts labelled: the diagnostic and the after-hours call, panel upgrades and sub-panels, new and dedicated circuits, EV chargers and generators, pot lights, rough-in and finish per opening, wire by the foot. Your own prices go on it, and every quote and invoice reads from it.

Per opening the call, the circuit, the panel, the fixture and the rough-in — the way the trade is sold

The price list

Priced by the call, the circuit and the opening.

An electrician quotes from a price list, not an estimator — so yours starts labelled: the diagnostic and the after-hours call, panel upgrades and sub-panels, new and dedicated circuits, EV chargers and generators, pot lights, rough-in and finish per opening, wire by the foot. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Service calls, panels, circuits, fixtures, rough-in per opening, labour by the hour, parts by the piece
  • Cost, price and markup beside each item
  • Quotes and invoices in an electrician’s words — approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The paperwork

Three sheets, written for electricians.

A service call report with the panel, the circuit, the fault and the readings. A panel and service upgrade sheet with the utility disconnect, the labelled panel and the inspection. A rough-in sheet with every wall photographed before drywall. They attach themselves to the right jobs, and the last two will not let a job close unfinished.

The checklists in Daybook: “Service call report” and “Panel & service upgrade sheet”, the second marked as blocking a job’s completion.

The paperwork

Three sheets, written for electricians.

A service call report with the panel, the circuit, the fault and the readings. A panel and service upgrade sheet with the utility disconnect, the labelled panel and the inspection. A rough-in sheet with every wall photographed before drywall. They attach themselves to the right jobs, and the last two will not let a job close unfinished.

  • Service call report: panel, circuit, fault found, work done, parts, readings, tested, power restored
  • Panel & service upgrade sheet: the utility disconnect, grounding and bonding, the labelled panel, the permit or inspection number
  • Rough-in sheet: openings, circuits, wire, alarms interconnected, every wall photographed before drywall
  • Photographs and a sign-off on each — the customer’s or the electrician’s
  • Attached to the right service types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Safety on site

The FLHA, filled in on the phone. Filed before the panel cover comes off.

Pick the job and the address and the techs come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the sheets and the photos, with no signal if it comes to that.

An FLHA in the crew app, “Replace the meter base and mast for a 200 A service”: the task with its hazard and its control.

Safety on site

The FLHA, filled in on the phone. Filed before the panel cover comes off.

Pick the job and the address and the techs come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the sheets and the photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 11 active: “Greg Moreau — Troubleshooting & repair” and “Brett Ferreira — Lighting & device install” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Replace the meter base and mast for a 200 A service”: the task with its hazard and its control.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the techs on site
  • Clock-in and timesheets from the phone in their pocket
  • The service call report and the upgrade sheet filled in on the job
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the call. Chased without you.

The invoice is raised off what was agreed at the panel — or by stage on a long rough-in. A reminder you set once does the following-up, with a Pay Now link. E-transfers are matched to their invoices for you to confirm; cards online; EFT read and reconciled.

A paid invoice in Daybook: CE-INV-0003, paid, $5,608.73.

Getting paid

Invoiced off the call. Chased without you.

The invoice is raised off what was agreed at the panel — or by stage on a long rough-in. A reminder you set once does the following-up, with a Pay Now link. E-transfers are matched to their invoices for you to confirm; cards online; EFT read and reconciled.

  • An invoice off the service call, or progress invoices by stage on a long job
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • GST/HST by province, and the Sales Tax report ready for filing
  • Profit & Loss, Cash Flow and A/R Aging, built from the work itself
Invoicing & payments

The techs

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every journeyman and apprentice has the app: the day’s calls, clock-in, the FLHA, the sheets, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 11 active: “Greg Moreau — Troubleshooting & repair” and “Brett Ferreira — Lighting & device install” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Service call, Quote and Mark won.
  • The checklists in Daybook: “Service call report” and “Panel & service upgrade sheet”, the second marked as blocking a job’s completion.

The economics

Priced on the office. Free for the techs.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people pulling wire alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The techs Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every journeyman and apprentice gets the app.
Electrical tools A generic job form; the permit number lives in a text message. The service-call shape, a labelled electrical price list, three electrician’s sheets, and the unit on file at the address.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. An electrical site template on every plan, with a panel-upgrades page and a book-an-electrician form that mints a real request.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Electrical runs on the trades rate card — every plan the same app, the office seats counted and the techs free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets an electrical contractor running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The electrical price list is already labelled, from the diagnostic to wire by the foot. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The electrical template is already written for the work, with a panel-upgrades page — your photographs and your words go in, and the book-an-electrician form drops requests straight into Daybook.

Questions electrical contractors ask.

Does it pull permits or book the inspection?

No. The panel upgrade sheet and the rough-in sheet record the permit or inspection number and whether the inspection passed, with the photographs beside them. Pulling the permit and booking the inspector stay with you.

Is there an electrical estimator?

No — an electrician quotes from a price list, so that is what Daybook gives you: the call, the circuit, the panel, the fixture and the rough-in per opening, labelled on day one, with your own prices on it.

Can I change the checklists?

Yes. The service call report, the panel and service upgrade sheet and the rough-in sheet are yours to edit, and you can add your own. Checklists are on Crew and up.

What does a tech cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Is the FLHA a real form, or a checkbox?

A real form in the crew app, on Crew and up: the job and site, the day’s conditions, each task with its hazard and its control, and the techs on site — filled in on the phone at the start of the day and filed on the job.

Does it work in a basement with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real tripping breaker. Watch it booked.

Your own calls beat any feature list — start the trial, book one, mark it done and see what the job page already knows.

14-day free trial · No credit card · Bring your client list