Electrical Contractor Field Service App

A field service platform for Trahan's Electrical

Quotes go out as a link the customer signs on their phone, and every job carries one record from the first call to the paid invoice.

Client

Trahan's Electrical Service & Repair, Acadiana, Louisiana

Industry

Electrical contracting

What it is

Field service platform

Status

Crew live since September 21

2,210customers brought over, with 3,240 past invoices

17accepted quotes in the first two weeks

9.5 weeksfrom signing to the crew going live

Two apps, and nothing telling the owner what's going on.

Quotes and invoices lived in the accounting software, the schedule lived in a shared calendar with one color per tech, and photos lived in a third app. Nothing tracked a job from the call to the payment.

Quotes went unanswered until a customer called back about them, and an unpaid residential job could go weeks or months before anyone caught it.

“I cannot see what jobs are out there, what stage they're in... it's like, I'm a detective trying to piece together a crime scene of what is going on.”

L.T., Owner, Trahan's Electrical

The owner sees every job, every tech and every dollar without calling the truck.

Every call becomes a ticket

Customers are matched instead of duplicated, every ticket is numbered, and a ticket with no quote shows up on the owner's needs-attention list.

Quotes from the price book

Search finds any item whatever order the words are in. Each line gets a location, and the tech answers the permit and prep questions on the spot.

Signed on the customer's phone

The quote goes out from the owner's own email with a link and a PDF. Signing it moves the ticket forward on its own.

A calendar the crew lives in

The office drags jobs onto a color-coded team calendar, and each tech sees their own day on their phone.

Invoices that chase themselves

A quote becomes an invoice in one click, due dates set themselves, overdue invoices get flagged, and the customer pays by card from the invoice.

Books without typing

Paid invoices and payments book into the accounting software on their own, checked against its totals first.

This is what we built for Trahan's Electrical Service & Repair. The demo above is similar software on invented data, not their system.

Who does each step, before and now.

StepBeforeNow

Step 1The call

Before

OwnerBooks it on the shared calendar, and nothing tracks it after that

Now

OfficeCreates the ticket
AutomaticMatches the customer and tags the lead source
AutomaticKeeps it on the needs-attention list until it's quoted

Step 2The schedule

Before

OwnerAdds it to the calendar, one color per tech

Now

OfficeDrags the job onto the team calendar
AutomaticShows each tech their own day on their phone

Step 3The quote

Before

OwnerWrites it in the accounting software, hunting for items its search won't find

Now

TechBuilds it from the price book on site
AutomaticFills in prices and descriptions, and asks for the permit and prep details

Step 4Send and sign

Before

OwnerSends it, and nobody tracks the reply

Now

TechPresses Send
AutomaticEmails it from the owner's own address with a link and a PDF
CustomerSigns on a phone
AutomaticMoves the ticket to Accepted

Step 5The invoice

Before

OwnerBuilds the invoice in the accounting software

Now

OfficeTurns the quote into an invoice in one click
AutomaticSets the due date and flags it when it's overdue
CustomerPays by card from the invoice

Step 6Collecting

Before

OwnerFinds the unpaid job weeks or months later

Now

AutomaticWon't close a residential job without a payment or a reason

Step 7The books

Before

OwnerEnters it in the accounting software by hand

Now

AutomaticBooks the paid invoice and the payment, checked against the totals first

The software does part of the work at 7 of 7 steps. The office and the techs still check every quote and invoice before it goes out.

Live at the Monday crew meeting, with the history already in it.

The crew went live at the 8 a.m. meeting on Monday, September 21, about nine and a half weeks after signing. The history came across first: 2,210 customers, 3,240 past invoices on each customer's timeline, and 796 job photos, 611 of them matched to the right customer automatically.

Two weeks in there were 17 accepted quotes, 7 of them signed by the customer online, with quotes and invoices going out from the owner's own email.

“Love the ability to move photos up into the customer box and back down to internal only.”

L.T., Owner, Trahan's Electrical

What it runs on.

Proven services underneath, so the client owns the system and nothing is locked to us.

About the client

Trahan's Electrical Service & Repair

A residential and commercial electrical contractor serving Breaux Bridge, Lafayette and the rest of Acadiana.

Visit trahanselectrical.com ↗

A field service platform for Trahan's Electrical

Try similar software

Two apps, and nothing telling the owner what's going on.

The owner sees every job, every tech and every dollar without calling the truck.

Every call becomes a ticket

Quotes from the price book

Signed on the customer's phone

A calendar the crew lives in

Invoices that chase themselves

Books without typing

Who does each step, before and now.

Live at the Monday crew meeting, with the history already in it.

What it runs on.

Trahan's Electrical Service & Repair

If you have to call the truck to know where a job stands.

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