Business software for electricians
Electrical work is quoted before it is done and paid after it is finished, with materials and time in between. BusinessPilotOS connects those steps, so the numbers on the quote are the numbers on the invoice.
Quotes with labour and materials
Build the quote from labour lines and material lines, with the tax rate that applies to you, and convert it to an invoice when accepted.
Site visits across the week
Schedule jobs with their address and open the site in Google Maps for directions. The calendar shows jobs, bookings and tasks together.
Materials bought for one job
Record each purchase against the job it belongs to, so a supplier invoice does not disappear into general costs.
How a job flows through it
- 1Record the customer and the site address
- 2Send an itemised quote with labour and materials
- 3Turn the accepted quote into a job and assign an engineer
- 4Log hours and link material purchases to the job
- 5Invoice from the job and record payment
Who it suits
Sole traders and small firms who quote per job and want to see, job by job, whether the price covered the time and materials.
What to know before you start
Compliance paperwork, certificates and stock control are not part of the product. Use your usual systems for those. Payments are recorded by hand.
Frequently asked questions
Does it handle certificates and compliance forms?
No. It covers customers, quotes, jobs, invoices, payments and costs. Keep your compliance paperwork in the tools you already use.
Can I track my apprentice's time?
Yes. Time entries can be recorded against a job and submitted for approval.
Will it work on site from a phone?
Yes. The workspace is built to work in a mobile browser.