CRM & JOB MANAGEMENT FOR ELECTRICAL CONTRACTORS

From quote to site visit to invoice — without losing the next action.

WorkQuarter gives electrical contractors one customer and job history across planned work, reactive calls, quotes, engineer visits, invoices and recurring service.

Customers & sitesJobs & diaryQuotes & invoicesServiceRecurring revenueCustomer portalRevenue Finder
WHY WORKQUARTER

The job should move forward without the office rebuilding it at every stage.

WorkQuarter connects quoting, work delivery, invoicing, documents and customer history so the team spends less time copying information between systems.

Quote-to-job continuity

Keep accepted work connected instead of re-keying the same customer and site details.

Field + office separation

Give the field team what they need while office users retain commercial controls.

Commercial follow-up

Revenue Finder helps surface overdue money, quotes and recurring opportunities.

THE PROBLEM

Less chasing the software. More running the business.

WorkQuarter is designed to keep the commercial and operational picture connected without forcing a service company into an enterprise implementation project.

Re-keying customer detailsKeep the same customer/site context through quote, job and finance.
Paperwork spread everywhereAttach files and service history to the correct account.
Quote follow-up is inconsistentMake waiting quotes visible instead of relying on someone’s inbox.
Growing teams need permissionsSeparate owner/admin/office and field access as the business grows.
BUILT AROUND REAL WORK

Built for planned, reactive and repeat electrical work.

Use one system for one-off installs, service visits, multi-site customers and ongoing maintenance without forcing every job into the same shape.

Project workKeep quote, customer, site and job context connected.
Reactive callsLog service requests and repeated visits against the right location.
Multi-site customersSeparate each site while keeping a customer-wide history.
Planned maintenanceTrack recurring commitments and future renewal dates.

See WorkQuarter with your workflow.

Start the 14-day trial yourself, or book a short founder demo and show us how your team currently handles jobs, quotes, service and recurring work.

FAQ

Before you switch.

Does WorkQuarter replace accounting software?

WorkQuarter includes estimates, invoices and operational finance workflow. External accounting integrations are being added provider-by-provider during early access.

Can office staff and engineers have different access?

Yes. WorkQuarter uses role-based permissions.

Can I start without importing everything?

Yes. Early-access onboarding is designed to get the core workspace operational first, then build/import history as needed.

Is there a contract?

The current early-access offer is presented as monthly pricing with a 14-day trial; final billing setup is being completed before paid launch.