How does it handle a panel-upgrade quote request?
It books as an estimate visit, separate from same-day service calls, and the property record carries whatever wiring and panel notes exist so the estimate starts with context instead of a blank sheet. The panel's age, its amperage and any earlier rewiring are already on the record when the estimator arrives, so the quote conversation begins with what the panel needs, not with questions the last visit already answered.
Does it separate estimate visits from service calls?
Yes — a panel-upgrade quote and a tripping-breaker call go onto the dispatch board differently, so an estimate visit does not get treated like an emergency, and a real service call does not get pushed to next week. The two also differ in length and in who can take them: an estimate needs a full morning and a technician signed off for the work, a breaker reset needs an arrival window.
Is the electrical software really free?
Core is $0 forever for CRM, customers and jobs, a basic pipeline, basic booking and calendar, and one production employee. Business phone and AI Receptionist start with Copper; Smart Dispatch and technician workflows are paid-tier capabilities.
What does it replace?
The separate scheduling and dispatch tools a small electrical contractor ends up paying for. It is not a load-calculation or permit-filing tool; it is the office side of the day: who is going, to which panel, on which permit stage, and what the last visit found at that address.
How does it handle permits for a panel upgrade?
The permit filed with the local inspection department is tracked as its own job stage. Rough-in work stays on hold until that permit is in hand, and the software will not let a crew book the utility disconnect for a day the inspector has not confirmed. The office sees which panel jobs are waiting on a permit and which are cleared, so nobody discovers the hold on the morning of the visit.
Does it flag a recurring GFCI trip instead of booking it as a new call?
Yes. When the same address shows a GFCI trip pattern within a short window, the board flags it instead of treating it as a fresh service call, so the office can decide whether a five-minute reset is still the right visit or the job belongs on the estimate track. The earlier trips, their dates and what each technician found stay on the same property record, so the decision is made from history, not from memory.
How does it schedule an EV charger installation?
It checks the panel's existing amperage against the charger's load before dispatch. If the panel can carry it, the job books as a same-day circuit run; if not, it moves to a panel-upgrade estimate with permit lead time booked in up front instead of discovered on arrival. The customer hears about the panel upgrade before the van is at the door, not while standing in the garage.
Does a rewire go onto the board as one visit or several?
A rewire stages as linked visits — rough-in, inspection and trim-out — on the dispatch board, so the job does not quietly reopen twice when it was actually three visits with a permit in between. Each visit keeps its own arrival window, and a room that still owes a trim-out shows on the record until it is done.
