Electrical Contractor Software

The one that holds both halves of your week — the short service calls and the multi-day installs — without charging per module. A two-truck operation needs the same things a fifteen-electrician company does. That means a calendar with conflict warnings, a job record with photos and a permit status, estimates that become invoices, and payroll for the crew. Judge the shortlist on total cost with every piece switched on, and on whether an electrician can run their part of it from a phone in a crawlspace.

Yes. You define a work permit process for each coverage area: the issuer type, the required documents, and any fee. Documents might be the permit form, worker IDs, insurance, and vehicle registration. When you book a job at an address in that area, JobTrail flags the matching process automatically. Apply it and the permit shows Needed. You move it to Requested and Obtained as you go, and the crew sees the status on the job. JobTrail does not file the permit with the permit office online or track its expiry — it tracks your paperwork and status.

On the address, using Property Details. Define the fields once in Settings — panel amperage, brand, meter location, breaker map notes, garage access — as text, number, or dropdown, and every property you service carries them. They show in Field Mode too, so the electrician reads the panel brand on their phone in the driveway instead of calling the office to check the last job.

Keep it as one job with several time slots. Use Range mode for consecutive days, or add separate slots when the crew comes back after the inspection or the drywall. The scope, crew, photos, and permit status all stay on that one record. The customer history shows the install as one piece of work, not a string of unrelated visits. If the inspector calls you back, raise a revisit and it links to the original job.

Clone the estimate. You quoted an EV charger, then found the panel is full and needs a service upgrade. Duplicate the original estimate, add the new line items, set a new expiry, and send the revision. When the customer accepts, convert it to an invoice in one click with the line items and tax carried over. Note that customers do not approve or sign estimates online in JobTrail — you record the acceptance yourself, and the on-site signature lives on the job completion certificate.

Yes. Record a payment against the invoice for whatever the customer pays at each stage — cash, card, bank transfer, or check — and the invoice moves to Partially Paid, then Paid. Overpayments become a customer credit you can apply to the next job. What JobTrail does not do is process card payments online or send payment reminders; you take the payment your usual way and record it against the invoice.

Yes. In Field Mode an electrician can raise a flag on the job for a defect, a safety issue, work that needs a quote, or a customer complaint, and attach photos or video. Aluminum branch wiring, a double-tapped breaker, a scorched receptacle — each becomes a flag the office can comment on without a phone call. Open flags show on the job list, and photos stay tagged Before, During, or After so the evidence holds if the customer disputes it later.

Yes, on a weekly pattern. Set a job schedule to Weekly, pick the weekdays with Repeat On, set a start and end date, and every visit lands on the calendar. JobTrail does not generate a monthly or quarterly series for a generator test or a lighting round. Add each visit as a time slot on the same job, and it still keeps one history. Recurring visits are scheduled, not billed automatically; you raise each invoice yourself.

Plans start at $39 a month for a solo operator and scale with your team. Every plan includes every feature — scheduling, jobs, estimates, invoicing, HR and payroll, fleet, permits, and the AI assistant. There are no add-on modules and nothing is locked behind a higher tier, so the price you see is for the whole platform. The tiers run Solo at $39 a month for one user, Team at $139 for up to five, Growth at $199 for up to ten, and Scale at $299 for up to fifteen, each with a 14-day free trial.

Yes. JobTrail offers a 14-day free trial with full access to every feature and no credit card required. Set up your customers, put a week of real jobs on the calendar, and send a live invoice before you decide.