Industry
Electrical contractors
Commercial lighting retrofits, residential service calls, panel upgrades — one platform from lead to invoice.
Typical pain
Electrical contractors juggle warehouse retrofits, residential service calls, and panel work — usually across three separate tools.
The workflow
- Step 01
Lead in
Capture the lead and connect it to a client, project, booking, or work item.
- Step 02
Site survey
Walk the site on mobile; capture fixtures, photos, quantities.
- Step 03
Proposal + quote
Convert the survey to a proposal; client approves online.
- Step 04
Schedule + execute
Crew on the clock; work item with tasks; before/after photos.
- Step 05
Invoice + payment
Estimate converts to invoice; client pays online.
Industry-relevant features
Lighting retrofit templates
Pre-built proposal templates for warehouse retrofit common quantities.
Fixture-level survey
Capture HiBay, 4ft Strip, Shoebox, Wallpack counts in the field.
Rebate tracking
Track rebate notes, documents, tasks, customer communication, and related project files.
Permit-aware tasks
Add permit checkpoints to the work item task list.
What teams gain
- Cut bid prep from hours to minutes with reusable templates.
- Field crew clocks in on-site with GPS verification.
- Approved proposals roll straight to invoice — no double entry.
Typical work types
Commercial lighting retrofit
Multi-fixture survey → multi-section proposal → milestone invoicing.
Residential service call
Same-day service ticket with parts + labor.
Panel upgrade
Single-day job with permit + inspection tasks.
Recommended modules
Frequently asked
Do you support utility rebate workflows?
Yes. Use projects, tasks, files, OCR, AI document analysis, notes, and customer communication to manage rebate workflows.
Can we manage permits in BisHub?
Yes. Permit milestones, documents, approvals, and reminders can live on the project or work item.
Do you have lighting-specific templates?
Yes — proposal + estimate templates seeded for warehouse retrofits.
What about commercial vs. residential?
Both. Work-item type field handles the split (service_call vs. project).
Can techs invoice from the truck?
Yes — mobile UI supports invoicing on completion of a service call.
Do you integrate with accounting workflows?
Yes. Finance exports and reports help reconcile invoices, payments, expenses, revenue, and profit tracking.
Try BisHub for electrical contractors
Free for small teams; activate per-module as you grow.