CRM for Electrical Contractors: Manage Service Calls, Estimates, Electricians, and Payments With DunaHub

An electrical contracting company needs to respond quickly, understand the customer’s request, schedule the right electrician, prepare an accurate estimate, organize the approved work, and collect payment.

At the same time, the company may be managing:

• new service calls;
• residential and commercial customers;
• property addresses;
• photos and videos;
• site inspections;
• estimates;
• materials;
• electrician availability;
• emergency inquiries;
• scheduled installations;
• recurring maintenance;
• invoices;
• customer follow-up;
• Google reviews.

When this information is spread across text messages, spreadsheets, paper calendars, email threads, and personal phones, the business loses visibility.

A homeowner reports that several outlets stopped working. A property manager needs repairs at multiple locations. A commercial customer requests an electrical-panel estimate. Another customer approved a proposal, but nobody scheduled the installation.

Meanwhile, the electrician receives only a short text containing an address, without the approved scope, access instructions, or customer history.

DunaHub helps electrical contractors connect the commercial and administrative workflow:

New inquiry → Qualification → Site visit → Proposal → Approval → Scheduled job → Work completed → Invoice → Review → Future service

The platform brings together:

• CRM pipeline;
• Conversation AI;
• customer communication;
• public forms;
• visual proposals;
• job scheduling;
• online invoices;
• customer portal;
• Google review requests;
• follow-up automations;
• business website.

Why do electrical contractors need a CRM?

Electrical companies receive work from several sources:

• phone calls;
• text messages;
• website forms;
• Google searches;
• referrals;
• property managers;
• general contractors;
• real estate professionals;
• previous customers;
• commercial accounts.

Each request may involve a different level of urgency, complexity, and preparation.

An electrical contractor may provide services such as:

• troubleshooting;
• outlet and switch replacement;
• lighting installation;
• ceiling-fan installation;
• circuit repairs;
• electrical-panel replacement;
• panel upgrades;
• breaker installation;
• dedicated circuits;
• EV charger installation;
• generator-related work;
• residential rewiring;
• commercial maintenance;
• code-correction work;
• preventive inspections;
• recurring property service.

A CRM pipeline for contractors helps answer practical questions:

• Which customers contacted us today?
• Which service calls still need a response?
• Who needs to send an address or photos?
• Which customers need an on-site visit?
• Which proposals were sent?
• Which estimates require follow-up?
• Which customers approved?
• Which electrician is responsible?
• Which jobs are scheduled today?
• Which jobs have been completed?
• Which completed services still need an invoice?
• Which customers should receive a review request?
• Which commercial accounts need another visit?

Without a central system, these answers may depend on the owner’s memory or a search through several inboxes.

What is the difference between an inquiry, lead, proposal, and job?

These records represent different stages of the customer journey.

Inquiry or service call

The inquiry is the customer’s initial request.

Example:

Half of the kitchen outlets stopped working.

The company still needs to collect information and determine the next appropriate step.

Lead

The lead is the potential customer inside the CRM.

The record can include:

• customer name;
• phone number;
• email;
• service address;
• lead source;
• requested service;
• assigned employee;
• pipeline stage;
• communication history.

Proposal

The proposal presents the commercial scope.

It may include:

• labor;
• services;
• quantities;
• materials, when applicable;
• pricing;
• exclusions;
• terms;
• expiration date;
• customer approval.

Job

The job represents the scheduled visit or approved work.

A job can include:

• customer;
• service address;
• date;
• time;
• service type;
• value;
• assigned electrician;
• administrative notes;
• current status.

The connected process becomes:

Inquiry → CRM lead → Proposal → Customer approval → Scheduled job

How should an electrical contractor’s pipeline be organized?

The pipeline should represent the company’s actual sales process.

A practical structure may include:

1. New Inquiry;
2. Initial Contact;
3. Information Needed;
4. Site Visit Scheduled;
5. Estimate in Progress;
6. Proposal Sent;
7. Follow-Up;
8. Approved;
9. Job Scheduled;
10. Completed;
11. Lost.

New Inquiry

The customer has just contacted the business.

The first step is to identify:

• who the customer is;
• where the property is located;
• what service is requested;
• whether an urgent hazard has been reported;
• who should respond.

Initial Contact

The office has begun the conversation and is qualifying the request.

Information Needed

The company still needs details such as:

• complete address;
• property type;
• photos;
• equipment information;
• number of fixtures or outlets;
• availability;
• access instructions.

Site Visit Scheduled

The scope cannot be priced accurately without an inspection.

Estimate in Progress

The company has enough information to prepare the commercial scope.

Proposal Sent

The customer received the proposal.

Follow-Up

The proposal remains open and needs another contact.

Approved

The customer confirmed that they want to proceed.

Job Scheduled

The work has a date, time, and assigned electrician.

Completed

The administrative job workflow has been finished.

Lost

The customer declined, postponed the project, hired another contractor, or was outside the company’s service area.

The DunaHub visual pipeline allows stages to be renamed, reordered, and customized.

How should urgent inquiries be separated from planned electrical work?

Electrical contractors may receive two broad types of requests.

Potentially urgent situations

A customer may report:

• sparks;
• smoke;
• a burning smell;
• hot electrical components;
• repeated breaker trips;
• loss of power;
• possible electrical shock;
• visible damage near wiring.

The company should have a clear safety and escalation process for these inquiries.

The CRM can help the office:

• record the customer;
• identify the location;
• mark the inquiry as a priority;
• assign a qualified person;
• document the callback;
• preserve the communication history.

The CRM should not provide an automatic diagnosis or encourage an unqualified customer to open panels, touch wiring, reset unsafe equipment, or attempt a repair.

Planned projects and installations

Examples include:

• lighting installation;
• new outlets;
• panel upgrades;
• EV charger installation;
• remodeling work;
• commercial electrical service;
• preventive maintenance;
• property inspections.

These requests can generally move through a planned workflow:

Qualification → Site visit → Proposal → Approval → Scheduling

Keeping urgent requests separate prevents them from becoming mixed with routine estimate follow-up.

What information should be collected from an electrical lead?

The initial conversation should collect enough administrative information to decide what happens next.

Useful questions include:

• What is the complete service address?
• Is the property residential or commercial?
• What service are you requesting?
• When did the issue begin?
• Does it affect the entire property or one area?
• Are there photos that can be taken safely?
• Is the property currently occupied?
• Who will provide access?
• Is there a preferred service window?
• Is this a repair, installation, inspection, or project estimate?
• Is an on-site visit required?

The first response does not need to become a complete technical diagnosis.

Its purpose is to determine:

• whether the company serves the location;
• whether the requested work fits its services;
• who should handle the inquiry;
• whether a site visit is necessary;
• whether the issue needs immediate human attention.

A first-response template could say:

Hi {{lead.name}}, thank you for contacting us. Please send the service address and a brief description of the electrical work you need. Only send photos that can be taken safely without opening equipment or approaching exposed components.

How should photos and videos be handled?

Customer photos may help identify:

• equipment type;
• panel brand;
• fixture style;
• room or work area;
• access limitations;
• approximate quantities;
• visible exterior conditions.

However, the business should never instruct an unqualified person to:

• open an electrical panel;
• remove covers;
• expose wiring;
• touch conductors;
• test energized equipment;
• climb into an unsafe area;
• dismantle electrical components.

A safer message is:

Please send only photos that can be taken from a safe distance. Do not remove covers, open electrical equipment, or touch any part of the installation.

Images may support initial qualification, but they do not replace an on-site inspection when the scope, safety, or condition requires one.

How can DunaHub Conversation AI assist with new inquiries?

DunaHub Conversation AI can help with predictable administrative questions.

It can respond through supported channels such as:

• webchat;
• SMS;
• missed-call text-back;
• WhatsApp.

For an electrical contractor, the AI can be configured to:

• explain business hours;
• list services;
• confirm service areas;
• request a customer name;
• collect the address;
• request a brief description;
• create a CRM lead;
• transfer the conversation to an employee.

The business context should clearly instruct the AI not to:

• diagnose electrical problems;
• provide repair instructions;
• recommend unsafe testing;
• tell customers to access panels;
• provide technical advice beyond approved business information.

An example business context could say:

We provide residential and commercial electrical services in the Orlando area. Collect the customer’s name, phone number, service address, property type, and a brief description. Do not provide electrical repair instructions or diagnoses. Transfer any report involving fire, smoke, sparks, electric shock, exposed wiring, or immediate danger to a human according to our emergency process.

Conversation AI supports intake.

It does not replace a licensed or otherwise qualified electrical professional.

How can missed-call text-back recover electrical leads?

Electricians cannot answer every call.

The owner or technician may be:

• driving;
• on a ladder;
• working with tools;
• inside an electrical room;
• helping another customer;
• outside normal office hours.

A customer who reaches voicemail may immediately call another contractor.

With DunaHub Missed-Call Text-Back, the caller can receive a prompt SMS.

Example:

Sorry we missed your call. Reply with your name, service address, and a short description of the electrical service you need. If there is an immediate danger, contact the appropriate emergency service and avoid approaching the affected equipment.

The missed call can remain linked to the CRM record, allowing the office to continue the conversation.

How can the Unified Inbox improve customer communication?

Electrical customers may communicate through:

• SMS;
• email;
• WhatsApp;
• website chat;
• phone calls.

The DunaHub Unified Inbox helps supported conversations remain connected to the customer.

This reduces situations where:

• two employees provide different information;
• nobody assumes responsibility;
• the electrician receives incomplete details;
• the customer repeats the same story;
• communication stays on a personal phone;
• history is lost when an employee leaves.

Before replying, employees should review:

• the original request;
• information already collected;
• photos or administrative notes;
• proposal status;
• previous appointments;
• the agreed next action.

Which message templates can electrical contractors use?

First response

Hi {{lead.name}}, thank you for contacting us. Please send the service address and a brief description of the electrical work you need.

Safe photo request

If it can be done safely, please send a general photo of the area or equipment. Do not open panels, remove covers, or touch electrical components.

Information received

Thank you, {{lead.name}}. We received the information. Our team will review the request and contact you with the appropriate next step.

Site-visit scheduling

We need to inspect the property before preparing the proposal. These are our next available visit times: [options].

Proposal delivery

Hi {{lead.name}}, your electrical-service proposal is ready. You can review the scope, pricing, and terms here: [proposal link].

Proposal follow-up

Were you able to review the electrical proposal? We can answer questions about the scope, materials, pricing, or scheduling.

Job confirmation

Your electrical-service appointment is scheduled for {{date}} at {{time}}. Please let us know if there are any updated access instructions.

On-my-way message

Your electrician is on the way to the service address.

Scope-change notice

During the evaluation, we identified additional work outside the original scope. We will send the description and price for approval before proceeding.

Invoice message

The invoice for the completed electrical work is available here: [invoice link].

Review request

Thank you for choosing our company. We would appreciate your honest feedback about the electrical service: [review link].

How can website forms capture electrical-service leads?

DunaHub Public Forms can be embedded on the company’s website or shared through a direct link.

An electrical-service form may request:

• customer name;
• phone number;
• email;
• service address;
• city or ZIP code;
• residential or commercial property;
• requested service;
• preferred timing;
• brief description;
• referral source.

Avoid asking the customer to provide a complete technical report.

The form should collect enough information for the office to begin qualification.

When the form is submitted, the lead can enter the pipeline directly.

How can the Auto Website help electrical contractors?

The DunaHub Auto Website can display:

• company name;
• logo;
• contact information;
• service descriptions;
• business hours;
• service area;
• reviews;
• lead form;
• booking link.

An electrical contractor may list services such as:

• residential electrical repair;
• commercial electrical service;
• lighting installation;
• panel upgrades;
• EV charger installation;
• outlet and switch installation;
• troubleshooting;
• property-maintenance service;
• electrical estimates.

Avoid vague descriptions such as:

We handle every electrical need with quality.

Use specific wording:

We provide residential and light-commercial electrical repairs, installations, panel upgrades, lighting work, and scheduled electrical estimates throughout the Tampa area.

Visitors should quickly understand:

• what the company provides;
• where it works;
• how to request an estimate;
• what information they should send.

When should online booking be offered?

The DunaHub Online Booking page works best for appointment types with a predictable duration and clear purpose.

Suitable options may include:

• electrical estimate visit;
• project consultation;
• scheduled inspection;
• previously defined installation;
• commercial account meeting;
• maintenance appointment.

A request involving an unknown condition or possible hazard should not be offered as a guaranteed direct repair booking without qualification.

Instead of listing:

Complete electrical repair

the company may list:

Electrical diagnostic visit

or:

On-site project estimate

The customer can:

1. Select the appointment type;
2. Review available times;
3. Enter contact information;
4. Confirm the booking.

DunaHub then creates:

• a CRM lead;
• a scheduled job.

The current automatic confirmation is sent by email.

When is an on-site visit necessary?

A visit may be required when pricing depends on:

• existing electrical condition;
• panel type;
• number of circuits;
• cable routing;
• distance;
• accessibility;
• equipment requirements;
• fixture quantity;
• load-related information;
• property construction;
• project complexity;
• required permits.

During the visit, the company may record commercial and administrative information such as:

• areas included;
• quantities;
• access conditions;
• customer priorities;
• expected materials;
• exclusions;
• target timeline;
• proposal deadline.

Technical calculations, testing records, diagrams, permits, code documentation, and safety records should remain in the appropriate professional systems and processes.

How should electrical proposals be structured?

DunaHub Visual Proposals allow contractors to organize line items, descriptions, quantities, and pricing.

Avoid sending only:

Electrical project — $4,500

Break the scope into understandable sections.

Item	Description
Site evaluation	Review of the areas and equipment listed in the proposal
Labor	Installation or repair work included in the approved scope
Electrical points	Quantity and locations described below
Panel work	Approved work related to the existing or new panel
Materials	Materials included or supplied separately
Final testing	Tests and verification included in the approved service
Cleanup	Removal of service-related debris

The proposal may also explain:

• included work;
• excluded work;
• who supplies materials;
• permit responsibility;
• access requirements;
• expected shutdowns;
• estimated schedule;
• payment terms;
• proposal expiration;
• change-order process.

Clear scope protects both the customer and the contractor.

DunaHub proposals support text and line items. Project photos, plans, technical diagrams, and other attachments need a separate approved file-sharing process.

How should material responsibilities be explained?

Electrical contractors may structure materials in several ways.

Contractor-supplied materials

The proposal should explain:

• what is included;
• quantities;
• specifications when relevant;
• approved substitutions;
• warranty terms, when applicable.

Customer-supplied materials

The proposal should clarify:

• which products the customer must purchase;
• compatibility requirements;
• delivery deadline;
• what happens if the supplied item is unsuitable.

Materials confirmed after inspection

The contractor may separate:

• labor;
• known materials;
• allowances;
• items subject to confirmation.

Avoid leaving material charges undefined without explaining how the final price will be determined.

DunaHub can organize commercial line items, but it does not replace advanced inventory, purchasing, or warehouse-management software.

How do approved proposals become scheduled jobs?

After the customer approves, a proposal can be converted into a DunaHub Job.

The job can include:

• customer;
• service address;
• date;
• time;
• service;
• value;
• assigned electrician;
• administrative notes;
• status.

Example:

Customer: Lakeview Property Management Service: Troubleshooting and repair of exterior-lighting circuit Address: 840 Lake Drive Date: July 13 Time: 8:00 AM Assigned to: Michael Administrative notes: Check in at the management office. Property manager will provide access.

This gives the electrician more information than:

Lakeview, Monday at 8.

The assigned person should understand:

• where to go;
• who to contact;
• what was approved;
• which areas are included;
• what access instructions apply.

How should electricians be assigned?

Each job can be assigned to a specific user.

Assignment may depend on:

• location;
• availability;
• license or qualification;
• experience;
• project type;
• equipment requirements;
• customer history;
• job complexity.

The company should also define:

• who qualifies new inquiries;
• who prepares estimates;
• who schedules jobs;
• who assigns electricians;
• who approves scope changes;
• who marks work completed;
• who sends invoices.

Individual logins provide more accountability than one shared company account.

Which job statuses are available?

The documented workflow includes:

• Scheduled;
• On the way;
• In progress;
• Completed;
• Cancelled.

Scheduled

The date, time, and assigned person have been confirmed.

On the way

The electrician is traveling to the service address.

Changing the status can send an SMS using one credit.

In progress

The scheduled work has begun.

Completed

The administrative service workflow is finished.

When the Review Engine is enabled, this status can trigger a review request.

Cancelled

The scheduled appointment will not proceed.

Consistent updates help the office understand field activity without calling every electrician.

How does the “On my way” message help?

The customer may need to:

• unlock a gate;
• contact building security;
• provide panel-room access;
• move equipment;
• meet the electrician;
• notify tenants;
• make the work area accessible.

The company can send:

Your electrician is on the way to the service address.

Do not promise an exact arrival time unless the business can reliably meet it.

Traffic, supply stops, and earlier service calls can affect field schedules.

How should scope changes be managed?

Electrical work may uncover conditions that were not visible during the original estimate.

When additional work is required:

1. Stop before completing work outside the approved scope;
2. Explain the new condition;
3. Document the additional service;
4. Present the revised price;
5. Obtain customer approval;
6. Update the commercial record;
7. Continue according to company policy.

A useful customer message is:

During the service, we identified additional work that was not included in the original proposal. We will send the scope and pricing for approval before proceeding.

Avoid relying only on an undocumented verbal authorization for significant changes.

How can follow-up automations improve proposal conversion?

Electrical estimates are not always approved immediately.

Customers may need to:

• compare contractors;
• speak with a property owner;
• request HOA approval;
• review the budget;
• coordinate a renovation;
• decide which work to complete first.

DunaHub Stage Automations can send follow-up according to the lead’s pipeline stage.

Example:

Stage: Proposal Sent Delay: Three days

Hi {{lead.name}}, were you able to review the electrical proposal? We can answer questions about the scope, materials, pricing, or scheduling.

A later message might say:

Would you like to proceed with the full project or discuss completing the work in phases?

When the customer approves, declines, or requests future contact, move the lead to the correct stage so the old sequence stops.

How can commercial electrical accounts be managed?

Electrical companies may serve:

• property managers;
• apartment communities;
• restaurants;
• retail stores;
• offices;
• warehouses;
• builders;
• multi-location businesses.

These customers may need:

• preventive maintenance;
• recurring inspections;
• service calls;
• lighting repairs;
• tenant-turn work;
• scheduled upgrades;
• emergency-response agreements.

A commercial pipeline may include:

1. New Business Lead;
2. Qualification;
3. Walkthrough Scheduled;
4. Service Agreement Proposal;
5. Negotiation;
6. Active Account;
7. Renewal;
8. Closed.

DunaHub can organize:

• account contacts;
• proposals;
• service locations;
• scheduled jobs;
• invoices;
• customer communication;
• service history.

Complex service-level agreements, technical asset inventories, compliance programs, and maintenance plans may require specialized complementary systems.

How should invoices be sent?

After the work is completed, the contractor can create a DunaHub Invoice.

An invoice can include:

• customer;
• sequential invoice number;
• service line items;
• quantities;
• prices;
• total;
• payment status.

A practical process is:

1. Electrician completes the job;
2. Office verifies the approved scope;
3. Approved additional work is included;
4. Invoice is created;
5. Customer receives the public link;
6. Payment is tracked.

For eligible U.S. Pro accounts, Stripe Connect can allow customers to pay by:

• credit card;
• ACH bank transfer.

DunaHub applies a 1% platform fee, while Stripe fees are separate.

Without Stripe Connect, the invoice remains an informational billing document.

DunaHub invoices do not replace:

• accounting software;
• tax records;
• permits;
• inspection documentation;
• electrical test records;
• professional certifications;
• code-compliance documents.

How does QuickBooks Online fit into the workflow?

Eligible U.S. organizations can connect DunaHub with QuickBooks Online.

The integration can send supported records from DunaHub to QuickBooks Online, including:

• customers;
• invoices;
• eligible payments.

The synchronization is one-way:

DunaHub → QuickBooks Online

This allows the electrical contractor to use:

• DunaHub for leads, proposals, scheduling, and customer operations;
• QuickBooks Online for the corresponding accounting workflow.

The integration does not replace professional accounting advice or jurisdiction-specific financial requirements.

How can the Customer Portal help?

The DunaHub Customer Portal provides a private link where customers can review supported records such as:

• proposals;
• invoices;
• payments;
• service history.

It may be particularly useful for:

• property managers;
• commercial customers;
• repeat residential clients;
• multi-location accounts;
• customers with multiple invoices;
• maintenance relationships.

The customer does not need to install an app or create a traditional account.

Treat the portal link as private and send it only to authorized contacts.

How can electrical contractors collect more Google reviews?

Trust is an important factor when customers choose an electrician.

Customers may evaluate:

• communication;
• punctuality;
• professionalism;
• cleanliness;
• clarity of pricing;
• respect for the property;
• completion of the agreed work.

The DunaHub Google Review Engine can send a review request 30 minutes after a job is marked Completed.

Available channels may include:

• WhatsApp;
• email;
• SMS, using one credit.

Example:

Hi {{lead.name}}, thank you for choosing our electrical company. We would appreciate your honest feedback about the service: [review link]

The company should:

• use the correct Google review link;
• ask every eligible customer;
• avoid review gating;
• avoid incentives for positive reviews;
• never create fake reviews;
• respond professionally.

The generated QR code can also be used on:

• invoices;
• business cards;
• service vehicles;
• printed materials;
• leave-behind cards.

How can the Growth Package generate electrical-service leads?

Electrical contractors that need more inquiries can consider the DunaHub Growth Package.

The service can combine:

• managed Google Ads;
• managed Facebook Ads;
• a landing page or website;
• configured CRM;
• performance reporting;
• growth support.

Campaigns may focus on services such as:

• residential electrician;
• electrical repair;
• panel upgrade;
• lighting installation;
• EV charger installation;
• commercial electrician;
• electrical estimate.

The workflow becomes:

Ad → Landing page → Lead → Qualification → Site visit → Proposal → Scheduled job

Before increasing advertising, the company should be ready to:

• answer leads quickly;
• confirm service areas;
• distinguish urgent from planned work;
• schedule site visits;
• send proposals;
• follow up;
• assign electricians;
• track results.

Advertising increases inquiry volume.

It does not repair a disorganized customer-service process.

Example: residential troubleshooting call

A homeowner finds the company through Google.

1. The customer opens the website;
2. Submits the service form;
3. A lead enters the pipeline;
4. The office collects the address and a safe general description;
5. A diagnostic visit is scheduled;
6. The electrician evaluates the issue;
7. A proposal is sent when additional work is required;
8. The customer approves;
9. The job is scheduled;
10. The service is completed;
11. The invoice is sent;
12. A review request follows.

Example: panel-upgrade proposal

A homeowner is planning a larger electrical project.

1. The customer sends an inquiry;
2. The lead enters the pipeline;
3. A site visit is scheduled;
4. The existing conditions are evaluated;
5. A proposal is created with clear line items;
6. The customer asks a question;
7. The proposal is updated;
8. The customer approves;
9. The project becomes a scheduled job;
10. The assigned electrician receives the scope;
11. Billing follows the approved terms;
12. The customer receives the portal and review links.

Example: property-management account

A property-management company needs electrical service across several units.

1. The business contact enters the commercial pipeline;
2. Service areas and requirements are reviewed;
3. A proposal or service agreement is prepared;
4. The account is approved;
5. Each service request becomes a separate job;
6. Electricians are assigned;
7. Status is updated;
8. Invoices remain connected to the account;
9. The customer reviews service history through the portal;
10. Renewal is tracked in the CRM.

Example: proposal without a response

A customer receives an estimate for an EV charger installation.

1. The lead moves to Proposal Sent;
2. A follow-up is sent after three days;
3. The customer says they are waiting for HOA approval;
4. The employee records the update;
5. A future contact date is defined;
6. The approval arrives;
7. The proposal is accepted;
8. The installation is scheduled.

Without a pipeline, the opportunity could remain forgotten in a text-message thread.

How should DunaHub be configured for an electrical company?

1. Add the company information

Include:

• business name;
• phone;
• email;
• address;
• service areas;
• business hours;
• logo;
• brand colors.

2. Add the services

Examples:

• diagnostic visit;
• electrical estimate;
• outlet installation;
• lighting installation;
• panel upgrade;
• EV charger installation;
• commercial maintenance;
• scheduled inspection.

3. Customize the pipeline

Use clear stages that reflect the actual process.

4. Create an urgent-inquiry procedure

Define how the team handles reports involving possible immediate hazards.

5. Connect customer communication

Configure the supported channels employees actually monitor.

6. Create public forms

Collect the customer, address, property type, and initial service request.

7. Prepare proposal line items

Create clear descriptions for frequently sold services.

8. Invite electricians and office staff

Use individual accounts.

9. Define job responsibilities

Document who creates, assigns, updates, completes, and invoices each job.

10. Configure review requests

Add the correct Google review link.

11. Test the complete journey

Simulate:

• new lead;
• qualification;
• site visit;
• proposal;
• approval;
• job;
• completion;
• invoice;
• review request.

How much does DunaHub cost?

Current DunaHub Plans and Pricing use flat-rate company pricing.

Plan	Monthly price	Users
Free	$0	Up to 3
Starter	$9.90	Up to 5
Pro	$49	Unlimited

Free

Free currently includes:

• up to 50 total leads;
• three users;
• ten jobs per month;
• ten proposals per month without e-signature;
• ten invoices per month;
• ten bookings per month;
• ten active portal customers;
• one public form;
• visual pipeline;
• auto website;
• Google Review Engine;
• limited Conversation AI usage.

Starter

Starter includes:

• unlimited jobs;
• unlimited proposals;
• unlimited invoices;
• unlimited bookings;
• unlimited customer portals;
• up to five users;
• proposal e-signatures;
• email integration;
• basic stage automation;
• expanded Conversation AI usage.

Check the current pricing page for the active lead and form limits.

Pro

Pro includes:

• unlimited users;
• unlimited operational features;
• unlimited public forms;
• multi-step drip automations;
• Stripe Connect for eligible U.S. organizations;
• expanded Conversation AI usage.

The subscription is not multiplied by each electrician within the user allowance of the selected plan.

Which plan may fit an electrical contractor?

Free

Free may work for:

• an owner-operator;
• an independent electrician;
• a new company;
• a contractor testing a CRM;
• a business with fewer monthly jobs.

Starter

Starter may fit when:

• the business exceeds ten monthly jobs;
• up to five employees need access;
• the company sends proposals regularly;
• basic automated follow-up is useful;
• email integration is needed.

Pro

Pro may fit when:

• several electricians need access;
• the company has office and field teams;
• multi-step follow-up is required;
• online card or ACH payments are part of the process;
• the business has a larger lead and job volume.

What does DunaHub not replace?

DunaHub should not be presented as a replacement for:

• electrical licensing;
• permit applications;
• inspections;
• National Electrical Code requirements;
• local code requirements;
• OSHA safety programs;
• NFPA 70E procedures;
• lockout/tagout programs;
• employee qualification records;
• electrical test records;
• arc-flash studies;
• one-line diagrams;
• engineering calculations;
• load calculations;
• design software;
• material inventory;
• fleet tracking;
• GPS;
• payroll;
• tax accounting.

It organizes customer relationships and administrative service operations.

Technical decisions and regulated documentation must remain with qualified professionals and the appropriate systems.

Common mistakes electrical contractors should avoid

Attempting to diagnose every problem by text

Messages and photos can support qualification, but some conditions require an on-site assessment.

Asking customers to open equipment

Never encourage an unqualified person to expose or touch electrical components.

Mixing urgent reports with routine estimates

Create a priority and escalation process.

Sending vague proposals

Explain labor, materials, exclusions, responsibilities, and change procedures.

Forgetting proposal follow-up

Every open estimate should have a next action.

Scheduling without the complete address

Confirm the property, contact, and access instructions.

Sending electricians without the approved scope

The job record should explain what the customer approved.

Performing additional work without approval

Document scope and pricing changes first.

Failing to update job status

The office needs current visibility.

Delaying invoices

Send billing promptly according to the approved terms.

Treating invoices as technical documents

Billing, safety, permitting, and code records have different purposes.

Keeping customer history on personal phones

The company should retain the relationship and communication history.

Electrical-contractor CRM checklist

• Add the company profile;
• Define service areas;
• Add electrical services;
• Build a simple pipeline;
• Define an urgent-inquiry process;
• Document qualification questions;
• Connect customer channels;
• Create message templates;
• Configure the Unified Inbox;
• Set Conversation AI restrictions;
• Create the public form;
• Review the auto website;
• Create proposal line items;
• Define when site visits are required;
• Set proposal follow-up rules;
• Invite office staff and electricians;
• Use individual accounts;
• Define job responsibilities;
• Record complete addresses and access notes;
• Keep job statuses current;
• Test the On my way SMS;
• Create a change-order process;
• Define the invoicing process;
• Connect Stripe when appropriate;
• Connect QuickBooks Online when appropriate;
• Configure Google review requests;
• Review new leads daily;
• Review open proposals weekly;
• Record lost reasons;
• Keep technical and safety records in the proper systems.

Summary: how does DunaHub help electrical contractors?

DunaHub connects the commercial and administrative stages of an electrical-service business.

The platform can help contractors:

• capture new service calls;
• organize lead qualification;
• schedule estimate visits;
• send proposals;
• automate follow-up;
• convert approvals into jobs;
• assign electricians;
• track job status;
• notify customers when the electrician is on the way;
• create invoices;
• accept eligible online payments;
• organize commercial accounts;
• preserve customer history;
• request Google reviews;
• capture website leads;
• track advertising inquiries.

The complete journey can become:

Customer contacts the company → Office qualifies the request → Site visit is scheduled → Proposal is sent → Customer approves → Electrician receives the job → Work is completed → Invoice is sent → Review is requested

Instead of managing every stage through separate spreadsheets, inboxes, calendars, and text messages, the company maintains one connected customer history.

Frequently Asked Questions

Is DunaHub suitable for electrical contractors?

Yes. It can organize inquiries, leads, site visits, proposals, electricians, jobs, invoices, reviews, and commercial accounts.

Can an independent electrician use DunaHub?

Yes. The Free plan can support an owner-operator with a smaller monthly volume.

Can I customize the electrical-service pipeline?

Yes. Pipeline stages can be renamed, reordered, and customized.

Can website inquiries enter the CRM?

Yes. Public forms can create leads directly in the pipeline.

Can DunaHub handle missed calls?

Yes. Missed-Call Text-Back can send an SMS and connect the inquiry to the customer workflow.

Can I use Conversation AI for electrical leads?

Yes, for administrative intake and basic business information. It should not diagnose problems or provide electrical-repair instructions.

Can several employees manage customer messages?

Yes. Authorized users can work through the Unified Inbox.

Can I schedule site visits?

Yes. A site visit can be created as a job with a date, time, address, and assigned user.

Can customers book an estimate online?

Yes. Suitable appointment types can be offered through online booking.

Does online booking create a lead?

Yes. It creates both a lead and a scheduled job.

Can I send electrical proposals?

Yes. Proposals can include line items, quantities, descriptions, prices, and terms.

Can customers approve proposals online?

Starter and Pro include lightweight electronic approval and signature.

Can an approved proposal become a job?

Yes. This reduces duplicate data entry.

Can I assign jobs to individual electricians?

Yes. Each job can be assigned to a responsible user.

Does DunaHub send an On my way text?

Yes. Moving a job to On the way can send an SMS using one credit.

Does DunaHub include GPS tracking?

No. It should not be presented as a GPS fleet-management or advanced route-optimization system.

Can I create invoices?

Yes. Invoices remain connected to the customer record.

Can customers pay online?

Eligible U.S. Pro organizations can connect Stripe for card and ACH payments.

Does DunaHub integrate with QuickBooks?

Eligible U.S. organizations can use one-way synchronization with QuickBooks Online.

Does DunaHub replace electrical permits or code documentation?

No. Licensing, permits, inspections, codes, safety documentation, and technical records remain the contractor’s responsibility.

Can DunaHub request Google reviews?

Yes. The Review Engine can send a request after a job is completed.

Is a website included?

Yes. The Auto Website is included according to the current plan documentation.

Is there a free plan?

Yes. Free includes up to 50 leads, three users, and ten jobs per month.

Does DunaHub charge for every electrician?

No. Pricing is flat per company within the user allowance of the selected plan.

Manage every electrical service call from inquiry to payment

Your company should not have to manage customers, addresses, proposals, electricians, and invoices through separate spreadsheets, calendars, and text-message threads.

Create your free DunaHub account, customize your electrical-service pipeline, and manage every opportunity from the first inquiry to the completed job.