- Electrical Contracting with Full Project Management
Electrical Contractor Software for Field Operations
Simplify scheduling, invoicing, and resource allocation with tools purpose-built for the needs of electrical contractors.
Unified Job Management
Manage jobs from start to finish, track each step for smooth operation, and immediately access critical project details.
Real-Time Tracking
Track technician and job progress, enabling efficient planning and on-time service.
Streamlined Scheduling and Resource Allocation
WorkCase allows electrical contractors to schedule resources with precision, ensuring the right person with the right skills is at each job. This setup reduces scheduling errors and keeps projects moving smoothly, minimizing delays and maximizing resource utilization.
- Reduce downtime through efficient scheduling.
- Improve response times for enhanced turnaround.
- Dynamically adjust schedules to accommodate project changes.
- Features
Precise Job Costing and Budget Tracking
Track HVAC job expenses to prevent budget overruns and maintain financial control. WorkCase’s job costing features allow you to monitor labor, material, and equipment costs in real time.
Quotes and Proposals
Create professional estimates on-site, giving clients transparent pricing and a faster service turnaround.
Compliance and Documentation
Keep track of compliance needs, licenses, and certifications to ensure projects adhere to safety standards.
Profit Analysis
Evaluate revenue versus expenses to maximize profitability across all electrical projects.
Profitability Reports
Monitor profit margins on completed jobs, identifying areas for cost savings and revenue improvement.
Labor Efficiency Metrics
Evaluate technician productivity to refine resource allocation and boost overall efficiency.
Customizable Dashboards
Set up dashboards to monitor key metrics that matter most to your business, from job completion rates to financial health.
Robust Reporting and Analytics for Performance Insights
WorkCase’s reporting tools track timelines, cost efficiency, and technician productivity to analyze job metrics. Tailored reports help contractors understand project outcomes and make data-driven improvements.
Financial Management with Detailed Cost Tracking
Track all costs related to labor, equipment, and materials to maintain job profitability. Work Case financial tools provide visibility into budgets versus actual spending, empowering project managers to make adjustments and protect profit margins.
- Track labor, material, and overhead costs.
- Match actual expenses against budgets.
- Make informed financial adjustments to maximize profitability.
Enhanced Communication and Client Engagement
WorkCase strengthens team communication and keeps clients updated, ensuring smooth coordination. Real-time updates allow everyone to stay informed, enhancing client trust and reducing miscommunication.
Client Portals
Provide clients with a secure portal to track project status, view invoices, and follow key milestones.
Real-Time Notifications
Notify team members and clients about job updates, technician arrivals, and project adjustments in real-time.
In-Field Messaging
Enable technicians to communicate directly with the office and each other for quick decisions and seamless coordination.
How does Workcase handle dispatch for emergency calls and scheduled jobs?
Use a centralized board to assign techs by availability, skills, and location; set arrival windows, push mobile work orders, and update ETAs so customers aren’t left in the dark.
Can I standardize pricing with flat-rate tasks and assemblies?
Yes—build price books (e.g., receptacle add, panel change, EV charger install) and multi-item assemblies. Estimators and field staff pull consistent labour/parts bundles for faster quotes and fewer mistakes.
How are parts and materials tracked from trucks to jobs?
Issue inventory from warehouse or vehicle to the work order, scan or select items, and record quantities used. Consumption posts to job costing automatically to protect margin.
What does the tech see on site (safety, checks, documentation)?
Mobile work orders with scope, checklists (lockout/tagout, test steps), photos/files (schematics, as-builts), and notes. Capture signatures, meter readings, and pass/fail results for a clean audit trail.
How do change orders and billing flow?
Raise COs with scope, pricing, and approvals; approved time/parts roll into invoices (T&M, flat-rate, progress draws). AR status (draft/sent/paid/overdue) and job profitability stay up to date.
- FAQs
Electrical Contractor Software — FAQs
Built for both service and project work, Workcase helps electrical contractors schedule crews, manage work orders, capture time and parts from the field, and keep estimates, change orders, and invoices tight—so you finish safely, on time, and on budget.