Electrician CRM + Live Dashboard (Digital Download)
One-time price. No monthly subscription.
- Instant download: Excel + Google Sheets workbook
- Live dashboard for phone, tablet and computer
- 3 team seats included
- Secure checkout
Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.
Service calls, projects, permits and service agreements in one place, with response time and recurring revenue you can see at a glance.
Made for electrical contractors. Log service calls with dispatch, arrival and completion times, track projects and estimates, keep permits and inspections moving, and manage maintenance agreements. The live dashboard shows revenue, average service ticket, first-time completion, response time, close rate, recurring revenue (MRR) and what needs attention today.
What's included
- Electrician CRM + Live Dashboard - BLANK.xlsx (ready for your data)
- Electrician CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
- Access card (PDF) with setup steps and a QR code to your live dashboard
- Live online dashboard for phone, tablet or computer
- 3 team seats: you plus 2 teammates
What it does
- Service calls with dispatch, arrival and completion times, first-time fix and ticket amount
- Projects and estimates: backlog, close rate and project margin
- Permits and inspections: permit pipeline, upcoming inspections and first-attempt pass rate
- Service agreements: recurring revenue (MRR), renewals in the next 30 days and visits used
- Billable utilization and hours by tech
- Invoices with AR aging and days to pay, plus reviews and a follow-up list
- Goal gauges for revenue, billable utilization, inspection pass rate and MRR
The live dashboard
Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Service Calls & Dispatch, Projects & Estimates, Permits & Inspections, Service Agreements, Techs, Invoices & AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a service call with no tech, the dashboard tells you.
Team seats
Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.
How it works
- Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
- Go to buckeye-planners.web.app/pro-crm-electricians and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
- Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
- Tap Team to add teammates by email. They sign in with that email and see the same dashboard.
Good to know
- Room for 2,000 rows per tab.
- Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
- Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
- One-time price, no monthly subscription.
- Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
- Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,500).
- Digital download only. No physical item is shipped.
- Sample names and numbers are made up.
- Figures are estimates from your own data, not financial, legal or tax advice.
Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.