Manage your customers, track every job by client, and win more repeat work. Built for electrical contractors β not sales teams.
14 days free. No credit card required.
Everything you need to know about a customer β in one place, before you answer the call.
Store all client contact details, site addresses, and notes in one place. Search and filter your entire customer list in seconds.
See every job, quote, and invoice for each customer at a glance. Know what work was done, when, and at what price before you pick up the phone.
Set reminders to follow up on quotes, check in after a job, or schedule maintenance work. Never let a lead go cold.
Store multiple sites per customer with individual access notes, safety requirements, and contact people. Perfect for commercial and property management clients.
Identify your best customers and nurture repeat business. Track how often clients book and flag those who haven't been in contact.
Every customer record is connected to their quotes, jobs, invoices, and payments. No switching between apps to get the full picture.
Every quote, job, invoice, and payment β visible from the customer record.
Customer records connect directly to GST-compliant invoices, local currency, and compliance documents.
GST Invoicing
All invoices from customer records are GST-compliant at 15% (NZ) or 10% (AU)
Compliance Docs
Attach certificates and compliance documents to each customer and site
Mobile Ready
Access full customer records from the job site on any device
TPT Electrician includes full CRM as part of your all-in-one platform β no extra app required.
Start Your Free 14-Day TrialElectrician CRM (Customer Relationship Management) software helps electrical contractors manage their customer database, track job history, store site details, and follow up on leads and quotes. Unlike generic CRM tools, an electrician CRM is connected to your jobs, invoices, and scheduling so everything is in one place.
A generic CRM (like Salesforce or HubSpot) is designed for sales teams, not tradespeople. An electrician CRM connects your customer records directly to jobs, quotes, invoices, and timesheets. When a customer calls, you can instantly see all their sites, past work, outstanding invoices, and upcoming bookings β without leaving the app.
Yes. All invoices and quotes generated through the CRM are automatically GST-compliant at 15% (NZ) or 10% (AU). Every customer record links to their full invoice history with correct tax calculations.
Yes. Each customer can have multiple site addresses, each with their own contact person, access notes, safety requirements, and job history. This is especially useful for property managers, body corporates, and commercial clients with multiple locations.