Industry

Electrical contractors

Commercial lighting retrofits, residential service calls, panel upgrades — one platform from lead to invoice.

Typical pain

Electrical contractors juggle warehouse retrofits, residential service calls, and panel work — usually across three separate tools.

The workflow

  1. Step 01

    Lead in

    Capture the lead, link to a future client record.

  2. Step 02

    Site survey

    Walk the site on mobile; capture fixtures, photos, quantities.

  3. Step 03

    Proposal + quote

    Convert the survey to a proposal; client approves online.

  4. Step 04

    Schedule + execute

    Crew on the clock; work item with tasks; before/after photos.

  5. Step 05

    Invoice + payment

    Estimate converts to invoice; client pays online.

Industry-relevant features

  • Lighting retrofit templates

    Pre-built proposal templates for warehouse retrofit common quantities.

  • Fixture-level survey

    Capture HiBay, 4ft Strip, Shoebox, Wallpack counts in the field.

  • Rebate tracking placeholder

    Hooks for utility rebate workflows in a future release.

  • Permit-aware tasks

    Add permit checkpoints to the work item task list.

What teams gain

  • Cut bid prep from hours to minutes with reusable templates.
  • Field crew clocks in on-site with GPS verification.
  • Approved proposals roll straight to invoice — no double entry.

Typical work types

  • Commercial lighting retrofit

    Multi-fixture survey → multi-section proposal → milestone invoicing.

  • Residential service call

    Same-day service ticket with parts + labor.

  • Panel upgrade

    Single-day job with permit + inspection tasks.

Recommended modules

Frequently asked

Do you support utility rebate workflows?

Foundation hooks are in place. Full rebate templating ships with the utility-program release.

Can we manage permits in BisHub?

Permit milestones live as tasks on the work item today. Dedicated permit module ships later.

Do you have lighting-specific templates?

Yes — proposal + estimate templates seeded for warehouse retrofits.

What about commercial vs. residential?

Both. Work-item type field handles the split (service_call vs. project).

Can techs invoice from the truck?

Yes — mobile UI supports invoicing on completion of a service call.

Do you integrate with QuickBooks?

CSV export today; direct integration with the accounting release.

Try BisHub for electrical contractors

Free for small teams; activate per-module as you grow.