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FIELD CONSOLE PRO / ELECTRICAL CONTRACTOR CRM & OPERATIONS SOFTWARE

From a service call
to a clearly scoped project.

Give electricians and office staff connected customer records, quotes and scheduled work, whether the visit is at a residence, retail space or commercial facility.

Get started View plans & pricing

PROPOSAL TO VISIT

The work changes.
The context stays close.

  • Small service calls and larger project estimates need different next steps.
  • Office and field staff need the same authorized job context when a visit changes.
  • Repeat commercial clients expect previous work to be easy to reference.
Field Console ProYour workspace
Conceptual example

Brightline Electrical Services

Proposal to visit

Lighting upgrade · Workshop

Quote accepted · Office schedules the work

Customer & location
Connected to the visit
Assigned team
Authorized work context
Service Record
Business documentation and customer summary
Fictional business and service example—not a screenshot or customer account.

PRACTICAL TOOLS. CONNECTED RECORDS.

Make room for
the work you do.

01

Prepare the scope

Use quotes, reusable Price Book items and quote templates to explain the proposed work. Manage PDF Agreements through their separate signing workflow.

Explore quotes and Agreements
03

Keep a record beyond the visit

Connect Service Records, service photos and attachments to the job. Share only the customer-facing summary through the portal.

Explore Service Records

Team permissions and plan capacity apply. Recurring schedules require eligible monthly-plan access; online payments require payment setup. Scheduling, customer decisions and invoicing remain separate business actions.

AN EXAMPLE, NOT A REQUIRED SEQUENCE

Electrical work.
From context to completion.

Choose the steps the work needs. Keep the customer and the record connected.

  1. Review the customer’s site and previous job history.

  2. Prepare and send a project quote for a clear customer decision.

  3. Have office staff convert and schedule the approved work when ready.

  4. Document completion and prepare the final invoice.

A LITTLE MORE CLARITY

Questions about electrical work

Can I manage service calls and project quotes together?
Yes. Keep both connected to customer records, with separate quote and job workflows. A quote is not required for every job.
Can I use Agreements for electrical work?
Field Console Pro supports uploaded PDF Agreements, electronic signing and completed signing records. Prepare your Agreement PDF externally; quote approval remains a separate workflow.
Can assigned electricians see their work context?
Authorized field team members can access their assigned work and permitted service documentation. Team permissions and plan capacity apply.
Explore all industries

HVAC

Equipment history, seasonal maintenance and the people behind each visit.

Plumbing

Service calls, property records and the context for a return visit.

Handyman

Small repairs and scoped projects, without disconnected records.

Explore all Field Console Pro features

YOUR BUSINESS. YOUR NEXT CHAPTER.

Bring your next visit
into focus.

Connect your customers, jobs, team and commercial work with Field Console Pro.

Get started Explore plans & pricing Registration, business review and plan activation are separate steps.