Electrical Contractor CRM for Small Businesses
Stop forcing your jobs, technicians, and customer relationships into rigid tools. Build a CRM around your real estimating, dispatch, and service workflows — using AI, templates, and full customization. No credit card required • No coding • Start free
Why Most CRM Tools Don’t Work for Field Service Management Businesses
Electrical contractors manage more than leads — you manage site visits, permits, crews, materials and recurring service. Generic CRMs are built for sales, not field execution.
Rigid Feature Sets
Predefined lead→deal stages ignore permits, inspections, multi-phase installations and load calculations — forcing manual workarounds.
Disconnected Workflows
Customer records, scheduling, invoicing and compliance details are scattered across tools — increasing errors and slowing dispatch.
Scaling Complexity
As technicians and commercial projects grow, permissions, SLAs and recurring contracts become hard to manage with rigid CRMs.
Software That Adapts to Your Field Service Workflow
With Fuzen you define how inquiries become estimates, how approved estimates turn into scheduled jobs, and how completed work triggers billing or follow-ups.
Modify workflows, add approval layers, or introduce automation as your projects scale — shape software around real operations, not the other way round.
- Remove unnecessary modules
- Customize workflows anytime
- Control permissions and automation
- Align software to real operations
What You Can Build for Your Field Service Management Business
Operational workflows that reflect how electrical jobs actually flow — from site visit to repeat service and upsells.
Lead-to-Site-Visit Qualification
Capture inquiries, assign estimators, schedule inspections, attach photos and only move qualified jobs to estimation.
Estimate Approval & Revision Tracking
Generate estimates, log client revisions, track material changes and require approvals before scheduling crews.
Job Scheduling & Crew Assignment
Convert approved estimates to jobs, assign technicians by skill/availability, and link required tools and checklists.
Permit & Inspection Management
Track permit submissions, approval dates and inspections within the same job workflow to keep compliance visible.
Service & Maintenance Contracts
Manage recurring maintenance agreements, automate reminders, log service history and schedule renewal jobs.
Post-Job Follow-Up & Upsell Tracking
Trigger follow-ups after completion, request feedback, and create opportunities for upgrades or energy audits.
Describe Your Process. Generate Your CRM.
Describe how your electrical business operates and AI will generate stages, fields and automations you can refine visually.
Adjust approval thresholds, safety checklists, and recurring contract rules after generation — no devs needed.
Start from a Template. Customize Everything.
Choose an electrical contractor template and tailor every stage, field and automation to your business.
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Simple CRM
The Simple CRM Template is a free, ready-to-use CRM app built on Fuzen to help businesses organize and manage their leads in one central place. It provides a clean dashboard with a table view of all leads, making it easy to track progress, status, and recent activity at a glance. With dedicated lead detail pages, you can manage contact information, record meeting logs, upload documents, create proposals, and monitor every activity related to a lead. The built-in Kanban view helps you visually manage your pipeline, while the product management section allows you to organize offerings and attach them to proposals. You can fully customize this CRM using Fuzen AI to match your exact workflow — without any coding.
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Project Management App (Basic)
The Project Management App Template by Fuzen is a ready-to-use solution for teams to plan, track, and deliver projects efficiently. Built with collaboration, visibility, and automation in mind, it helps teams manage tasks, team members, and documents all in one place. Whether you’re running software projects, marketing campaigns, or client deliverables - this template streamlines your workflow from planning to completion. Fully customizable using Fuzen AI, you can tailor the app to your project structure - add custom fields, automate notifications, or integrate with your favorite tools - without writing a single line of code.
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Real Estate CRM
The Real Estate CRM Template built on Fuzen helps real estate teams manage leads, properties, and client relationships in one place. It features a Dashboard that gives a quick overview of new leads, pipeline status, recent activities, and quick action shortcuts. You can manage all your Contacts and Properties easily, with dedicated detail pages for each. The Pipeline view displays all leads and contacts in a clean Kanban format, making it simple to track deal progress at every stage. A built-in Tasks section helps your team stay organized and follow up on important actions. This CRM can also be customized using Fuzen AI to match your agency’s workflow perfectly.
Building on Fuzen vs. Buying Software
Built for Technicians — Field-First
Technicians can receive jobs, checklists and upload inspection evidence from their phones — no back-and-forth or duplicate entry.
Works on any phone
Mobile web forms let techs log photos, safety checks and completion notes instantly.
Manage tools & materials
Link required materials to jobs and reduce missed parts or rework on site.
How to Build Your Custom CRM System
Define Workflow
Map how inquiries become estimates, jobs are scheduled, and projects close. Identify approvals, roles and recurring service steps.
Generate with AI or Template
Use an AI prompt or an electrical contractor template to instantly create fields, stages and automations aligned to your process.
Deploy and Evolve
Invite your team, assign roles, and refine automations and audit trails as projects become more complex.
Frequently Asked Questions
Common questions about building an electrical contractor CRM on Fuzen.