Quote call-outs while details are fresh
Build quotes straight after inspection so testing notes, likely faults and access constraints are not lost. Faster quoting means fewer missed approvals.
Handle switchboard and upgrade scopes clearly
List components, labour and exclusions in plain language so customers know exactly what is included. Clear scope helps reduce rework arguments later.
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Convert approved electrical work into invoices quickly
Move from accepted quote to invoice without retyping line items. This is useful for busy electricians juggling multiple small jobs each day.
Keep safety-related documentation references organised
Store job notes, photos and document references alongside the quote and invoice workflow so admin stays structured after the site visit.
Quoting examples
- →Supply and install 6 x double power points in renovated living areas.
- →Fault finding call-out for intermittent RCD tripping in kitchen circuit.
- →Main switchboard upgrade with new safety switches and circuit relabelling.
Invoicing & payments
- →Final invoice for switchboard upgrade including parts, labour and testing time.
- →After-hours emergency call-out invoice for loss of power at retail tenancy.
- →Invoice for pendant light replacement and dimmer fit-off across two rooms.
Expenses
- →Wholesaler purchase: RCBOs, clipsal outlets and conduit fittings.
- →Scissor lift hire for warehouse high-bay light replacement.
Photos & AI
- 📷Capture existing switchboard before upgrades to confirm starting condition.
- 📷Attach completed fit-off photos for customer handover records.
- ✦Draft a quote from photos of a crowded board needing reconfiguration.
- ✦Turn voice notes from a fault-finding visit into line-item quote text.
