For an electrician, a CRM earns its keep on the big-ticket quotes. A standby generator, a 400-amp service or a solar-ready panel upgrade is a job the homeowner shops around for, and the contractor who follows up on day three usually wins. The other half of the job is memory: what panel is in that house, when you were last there, and which property manager sends you work every month. We ranked five tools on both. For the rest of your setup, see our guide to software for electrical contractors.
What electrical shops need from a CRM
Most residential electrical work splits into two kinds of sales. Small jobs, like adding a circuit or swapping a fan, close on the first visit. Big jobs close later. A homeowner pricing a 22 kW standby generator, a service upgrade for a heat pump and EV charger, or a full rewire on an old house will get two or three quotes and take a couple of weeks. The money is in those, and so is most of the follow-up.
So the CRM part that matters is simple: every quote has a status, a follow-up date and an owner. Then comes customer memory. Electricians go back to the same houses for years, and a record that shows the panel, the service size, photos from the last visit and what the customer declined last time turns a service call into an upsell without any pressure.
Commercial work adds a third need: accounts with many sites. A property manager with 12 buildings, a restaurant group or a church with three campuses each needs one parent record with sites and contacts under it.
How the picks compare
Jobber and Housecall Pro are close. Jobber wins on entry price and a cleaner quote-to-payment flow, and you can add the Pipeline board for $49/mo when your quote volume justifies it. Housecall Pro wins if marketing is your growth plan, because booking, reviews and campaigns are part of the product. ServiceTitan is the right CRM for a big residential shop with memberships and a call center, and the wrong one for nearly everyone else on this page. Workiz is for phone-driven shops that care about which ad made the phone ring. FieldPulse is the most commercial-friendly of the five.
None of them knows anything about electrical work out of the box. You'll set up the custom fields yourself: service size, panel brand, whether there's a generator inlet, EV charger installed or quoted. Spend an hour on this before importing customers, because adding fields later means going back through hundreds of records. Also set up lead sources that match how you really get work. For many electricians that includes home builders, realtors who need pre-sale repairs done fast, and other trades. An HVAC company that refers you every heat pump install is a lead source worth tracking by name, and a CRM that shows how much work they've sent you makes the annual thank-you lunch an easy decision.
If you're looking at CRMs used across other trades, our roundup of contractor CRM tools covers the wider field.
What to look for before you sign
- Quote status and follow-up reminders. You should see sent, viewed and approved, and get a reminder when a big quote goes quiet.
- Property-level history. Records should hang off the address, not just the person, since houses change owners and the panel stays.
- Lead source tracking. Know whether jobs came from Google, referrals, a home builder or a yard sign.
- Multi-site commercial accounts. If you do property-management work, test a customer with several sites in the trial.
- Add-on pricing in writing. Pipeline, marketing, phones and AI answering are extras on most of these.
- Clean export. Your customer list is the most valuable data you own. Make sure you can export it.
What it costs
Prices as of October 2026, billed annually, before add-ons and card fees.
| Shop size |
Jobber |
Housecall Pro |
ServiceTitan |
| 1 user |
$29/mo (Core); +$49/mo for Pipeline |
$59/mo (Basic) |
Not built for one tech |
| 5 users |
$149/mo (Connect) or $229/mo (Grow) |
$149/mo (Essentials) |
Roughly $1,225 to $2,500/mo (third-party estimate) |
| 15 users |
$299/mo (Connect) or $399/mo (Grow) |
About $544/mo (MAX + 7 users at $35) |
Roughly $3,675 to $7,500/mo (third-party estimate) |
A five-user Jobber setup with Pipeline and the Marketing Suite runs $229 + $49 + $99, or $377/mo, on Grow. Price the add-ons you'll actually use before comparing base plans.
