Electrician Business HQ
Electrical contractors and electricians
Quote electrical jobs, track permits and inspections, parts stock, margins and invoices.
Use this templateElectrician Business HQ
Run the electrical business from one page. Estimates become Jobs, jobs get a lead electrician, and Mark done closes them after inspection. Materials shows what to restock, and Invoices shows what is still unpaid. Start with the Dashboard.
Dashboard
Estimating a job
Permits and inspections
Safety checklist before every job
Customers
Homeowners, builders and businesses you wire for, with billing and balances.
| Customer | Type | Status | Phone | Neighborhood | Customer since | |
|---|---|---|---|---|---|---|
| Yara Sandoval | (253) 555-0122 | yara.sandoval@inbox-mail.net | Foxglove Court | Sep 8, 2026 | ||
| Teodor Abernathy | (253) 555-0159 | teodor.abernathy@inbox-mail.net | Stonebridge | Jul 15, 2026 | ||
| Odette Halvorsen | (253) 555-0196 | odette.halvorsen@inbox-mail.net | Harbor Heights | May 21, 2026 | ||
| Rafael Prescott | (253) 555-0133 | rafael.prescott@inbox-mail.net | Willow Creek | Mar 27, 2026 | ||
| Saoirse Zuberi | (253) 555-0170 | saoirse.zuberi@inbox-mail.net | North Ridge | Jan 31, 2026 | ||
| Ravi Galloway | (253) 555-0107 | ravi.galloway@inbox-mail.net | Sunset Flats | Dec 7, 2025 | ||
| Zainab Okafor | (253) 555-0144 | zainab.okafor@inbox-mail.net | Maple Hollow | Oct 13, 2025 | ||
| Jamal Vasquez | (253) 555-0181 | jamal.vasquez@inbox-mail.net | Eastgate | Aug 19, 2025 |
Jobs
Every job from estimate to inspection, who is on it, cost and margin.
| Job | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Panel upgrade - Halvorsen | Completed | Odette Halvorsen | Leopold Ashgrove | Sep 27, 2026 | ||
| EV charger install - Vasquez | Completed | Jamal Vasquez | Casimir Thornquist | Oct 2, 2026 | ||
| Whole-room rewire - Sandoval | Completed | Yara Sandoval | Faye Odoherty | Oct 6, 2026 | ||
| Recessed lighting - Galloway | Completed | Ravi Galloway | Remy Castellano | Oct 9, 2026 | ||
| Troubleshooting call - Tennant | Completed | Ingrid Tennant | Leopold Ashgrove | Oct 12, 2026 | ||
| Ceiling fan install - Prescott | Completed | Rafael Prescott | Casimir Thornquist | Oct 14, 2026 | ||
| Outlet and GFCI upgrade - Delacroix | Cancelled | Liesel Delacroix | Faye Odoherty | Oct 10, 2026 | ||
| Generator hookup - Abernathy | On hold | Teodor Abernathy | Remy Castellano | Oct 13, 2026 |
Materials
Wire, devices and breakers in the shop and trucks, with cost and reorder level.
| Material | Category | Unit | Unit cost (USD) | On hand | Reorder at | Supplier |
|---|---|---|---|---|---|---|
| 14/2 NM cable, 250 ft | roll | $92 | 6 | 3 | Puget Electrical Supply | |
| 12/2 NM cable, 250 ft | roll | $118 | 5 | 3 | Puget Electrical Supply | |
| 20A GFCI outlet | each | $18 | 30 | 12 | Puget Electrical Supply | |
| Breaker 20A single pole | each | $9 | 24 | 12 | Cascade Breaker Co | |
| Breaker 50A double pole | each | $38 | 6 | 3 | Cascade Breaker Co | |
| 200A main panel | each | $310 | 2 | 1 | Cascade Breaker Co | |
| LED recessed light, 6 in | each | $14 | 40 | 20 | Evergreen Lighting Wholesale | |
| Wire nuts assorted | box | $11 | 10 | 5 | Puget Electrical Supply |
Invoices
What has been billed, what is paid and what is overdue.
| Invoice | Status | Job | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Panel upgrade - Halvorsen | Odette Halvorsen | $2,984.80 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | EV charger install - Vasquez | Jamal Vasquez | $1,547.20 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Whole-room rewire - Sandoval | Yara Sandoval | $4,792.60 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Recessed lighting - Galloway | Ravi Galloway | $971.40 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Troubleshooting call - Tennant | Ingrid Tennant | $342.20 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Ceiling fan install - Prescott | Rafael Prescott | $514.80 | Oct 14, 2026 | Oct 30, 2026 |
Jobs by status, revenue by type of work and unpaid invoices.
| Job | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Panel upgrade - Halvorsen | Completed | Odette Halvorsen | Leopold Ashgrove | Sep 27, 2026 | ||
| EV charger install - Vasquez | Completed | Jamal Vasquez | Casimir Thornquist | Oct 2, 2026 | ||
| Whole-room rewire - Sandoval | Completed | Yara Sandoval | Faye Odoherty | Oct 6, 2026 | ||
| Recessed lighting - Galloway | Completed | Ravi Galloway | Remy Castellano | Oct 9, 2026 | ||
| Troubleshooting call - Tennant | Completed | Ingrid Tennant | Leopold Ashgrove | Oct 12, 2026 | ||
| Ceiling fan install - Prescott | Completed | Rafael Prescott | Casimir Thornquist | Oct 14, 2026 | ||
| Outlet and GFCI upgrade - Delacroix | Cancelled | Liesel Delacroix | Faye Odoherty | Oct 10, 2026 | ||
| Generator hookup - Abernathy | On hold | Teodor Abernathy | Remy Castellano | Oct 13, 2026 |
| Job | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Panel upgrade - Halvorsen | Completed | Odette Halvorsen | Leopold Ashgrove | Sep 27, 2026 | ||
| EV charger install - Vasquez | Completed | Jamal Vasquez | Casimir Thornquist | Oct 2, 2026 | ||
| Whole-room rewire - Sandoval | Completed | Yara Sandoval | Faye Odoherty | Oct 6, 2026 | ||
| Recessed lighting - Galloway | Completed | Ravi Galloway | Remy Castellano | Oct 9, 2026 | ||
| Troubleshooting call - Tennant | Completed | Ingrid Tennant | Leopold Ashgrove | Oct 12, 2026 | ||
| Ceiling fan install - Prescott | Completed | Rafael Prescott | Casimir Thornquist | Oct 14, 2026 | ||
| Outlet and GFCI upgrade - Delacroix | Cancelled | Liesel Delacroix | Faye Odoherty | Oct 10, 2026 | ||
| Generator hookup - Abernathy | On hold | Teodor Abernathy | Remy Castellano | Oct 13, 2026 |
| Invoice | Status | Job | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Panel upgrade - Halvorsen | Odette Halvorsen | $2,984.80 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | EV charger install - Vasquez | Jamal Vasquez | $1,547.20 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Whole-room rewire - Sandoval | Yara Sandoval | $4,792.60 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Recessed lighting - Galloway | Ravi Galloway | $971.40 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Troubleshooting call - Tennant | Ingrid Tennant | $342.20 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Ceiling fan install - Prescott | Rafael Prescott | $514.80 | Oct 14, 2026 | Oct 30, 2026 |
Overdue jobs
| Job | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Panel upgrade - Halvorsen | Completed | Odette Halvorsen | Leopold Ashgrove | Sep 27, 2026 | ||
| EV charger install - Vasquez | Completed | Jamal Vasquez | Casimir Thornquist | Oct 2, 2026 | ||
| Whole-room rewire - Sandoval | Completed | Yara Sandoval | Faye Odoherty | Oct 6, 2026 | ||
| Recessed lighting - Galloway | Completed | Ravi Galloway | Remy Castellano | Oct 9, 2026 | ||
| Troubleshooting call - Tennant | Completed | Ingrid Tennant | Leopold Ashgrove | Oct 12, 2026 | ||
| Ceiling fan install - Prescott | Completed | Rafael Prescott | Casimir Thornquist | Oct 14, 2026 | ||
| Outlet and GFCI upgrade - Delacroix | Cancelled | Liesel Delacroix | Faye Odoherty | Oct 10, 2026 | ||
| Generator hookup - Abernathy | On hold | Teodor Abernathy | Remy Castellano | Oct 13, 2026 |
My jobs
| Job | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Panel upgrade - Halvorsen | Completed | Odette Halvorsen | Leopold Ashgrove | Sep 27, 2026 | ||
| EV charger install - Vasquez | Completed | Jamal Vasquez | Casimir Thornquist | Oct 2, 2026 | ||
| Whole-room rewire - Sandoval | Completed | Yara Sandoval | Faye Odoherty | Oct 6, 2026 | ||
| Recessed lighting - Galloway | Completed | Ravi Galloway | Remy Castellano | Oct 9, 2026 | ||
| Troubleshooting call - Tennant | Completed | Ingrid Tennant | Leopold Ashgrove | Oct 12, 2026 | ||
| Ceiling fan install - Prescott | Completed | Rafael Prescott | Casimir Thornquist | Oct 14, 2026 | ||
| Outlet and GFCI upgrade - Delacroix | Cancelled | Liesel Delacroix | Faye Odoherty | Oct 10, 2026 | ||
| Generator hookup - Abernathy | On hold | Teodor Abernathy | Remy Castellano | Oct 13, 2026 |
Overdue invoices
| Invoice | Status | Job | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Panel upgrade - Halvorsen | Odette Halvorsen | $2,984.80 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | EV charger install - Vasquez | Jamal Vasquez | $1,547.20 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Whole-room rewire - Sandoval | Yara Sandoval | $4,792.60 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Recessed lighting - Galloway | Ravi Galloway | $971.40 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Troubleshooting call - Tennant | Ingrid Tennant | $342.20 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Ceiling fan install - Prescott | Rafael Prescott | $514.80 | Oct 14, 2026 | Oct 30, 2026 |
A good estimate counts materials, labor, permit fees and the risk of what is behind the wall.
Steps
Visit the site and photograph the panel, meter and work area.
Count devices, wire runs and breakers.
Price materials, then labor hours at the shop rate.
Add permit and inspection fees as their own line.
Add overhead and a contingency for older buildings.
Presenting it
Send the estimate within a day. Offer good, better and best when there is a real choice, and state how long the price is valid.
Never energize new work before it is inspected where the law requires it.
Steps
Check whether the job needs a permit with the local office.
File with the address, scope and license number.
Book the rough-in inspection when the wiring is open, and the final when it is complete.
Mark the job On hold if an inspection fails and fix the notes the same day.
Records
Save the inspection sign-off in the job notes. It is the proof of work if the customer sells the home.
The same four steps before every job.
Checklist
Verify power is off with a tester at the panel and at the device.
Lock out and tag the breaker.
Wear the right gloves and eye protection for the task.
Tell the customer which circuits are off and for how long.
If something looks wrong
Stop, photograph it, and call the owner before touching it. Aluminum wiring, scorched panels and double-tapped breakers get a written recommendation.
What's inside
5 tables · 16 views · 1 form · 2 row actions · 1 agent5 pages
- Electrician Business HQ
- Dashboard
- Estimating a job
- Permits and inspections
- Safety checklist before every job
4 tables
- Customers2 views · 12 sample rows
- Jobs7 views · 21 sample rows
- Materials2 views · 10 sample rows
- Invoices5 views · 6 sample rows
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