Request, Estimate and Visit Management System for an Electrical Installation Company

We're an electrical installation company and we still conduct all work on paper: requests, estimates, invoices. Because of this we lose time and money, and errors happen constantly. We need a web system that covers the entire work cycle for an object — from incoming client request to closing documents. It should include request intake and logging, site visits for measurements, estimate and quote calculation, scheduling and allocation of installer visits, material and work accounting, invoice generation and creation of completion certificates and work reports.

The key to the system is estimate calculation. From a request we want to compile a detailed estimate with separate lines for work and materials, apply our price list and markup, and turn an approved estimate into a scheduled visit with one click. The calendar should show which electrician is free and where they are now working, how long the visit will take, and remind both the visit and the client. After work completion, the estimate should automatically turn into an invoice, account for additional work and generate a completion certificate and brief report for the object.

Make this a convenient mobile app that our electricians can use right on site and in the van. Suggest the technology yourself — for us reliability, clear numbers and work logic that matches how the electrical installation business really works are most important.