CRM Software for Electricians
Keep every customer, quote, job, and payment in one organised system
Workever gives electrical businesses one place to manage customer data, connect quotes and jobs, track history, and keep office and field teams working from the same up-to-date information.
Trusted by electrical and field service businesses
Rated 4.6★ by real users across leading review platforms
Customer relationships get harder to manage when your information is scattered
Customer records are hard to access
If office staff and electricians cannot quickly find the right contact, site, notes, or history, even simple customer interactions become slower than they should be.
Quote follow-up is inconsistent
When quotes are not tied cleanly to customer records and approvals, opportunities slip simply because the process feels fragmented.
Repeat customers do not feel remembered
If previous jobs, invoices, photos, notes, and documents are not connected to the customer profile, every returning job starts with unnecessary backtracking.
The office & field team work with different info
Without synced data across desktop and mobile, customer service becomes inconsistent and updates get lost between teams.
Admin grows with every extra customer
As the business grows, spreadsheets and disconnected systems make customer management harder instead of easier.
Customers get a less professional experience
Slow replies, missing context, and unclear billing or quote visibility make the business feel less organised than it really is.
CRM software built around real customer and job workflows
Add and update customer information quickly
Contacts can be added and edited in seconds from the office or the field, with everything syncing automatically via the cloud.
Keep the customer overview easy to access
Manage customer data more easily with quick customer information at hand.
Connect quotes, jobs, and payments in one workflow
Repeat and time sensitive work is made easy through connected processes from customer enquiry to quote, job, invoice, and payment.
Keep customer history and job evidence linked to the profile
Your customer history, files, notes, images, billing and statements are all in one place.
Give customers more visibility without more admin
Customers can view quotes, jobs, invoices, schedule appointments, view jobs
Keep office and field teams aligned around the same customer record
All info is automatically synced acrossany device your teams use, meaning all info is ready when needed.
See how Workever works
Discover how simple and user-friendly Workever is for your whole team. Watch our short two-minute video below!
Workever is easy for anyone to setup
Anyone can use our software no matter how good you are with technology, its as easy as 1,2,3
Set up your customer records and workflow
Create customer profiles, sites, locations, custom fields, and supporting documents in one place.
Get your electricians connected on mobile
Field staff can use the mobile apps to view jobs, capture data, take pictures, and send updates back from the field.
Manage customer relationships with better visibility
As quotes, jobs, documents, and payments move through the system, your team keeps a clearer record of every customer interaction.
Helping businesses just like yours
Great software for our nationwide team
With steady growth and incline in customers, we approached Workever. We rapidly went from dis-organised excel files to one centralised, organised system that our entire enterprise now operates on.
Miles Ward
Spalls Nationwide Cleaning & Facilities
It’s really easy to use!
We now have everyone working digitally, we can plan in advance, and the technicians can easily see what’s going on all the time, so changes to schedules are no longer a problem. The technicians no longer have to keep coming into office.
Mike Philbin
Manager at Nu-Life Floor Care Ltd
50% reduction in paperwork!
The Workever and Xero integration has helped us eliminate the need to double enter data. I love the fact I can invoice in Workever and all of my data automatically appears in Xero. It’s brilliant!
Michelle Avis
Office Manager at Drains Ahead
Integrate with what you already use
Supercharge your account with Add-ons that make working even easier, administration faster and communication with staff and customers effortless.
Stripe Payments
Process credit and the debit card payments from in the office or whenout in the field
Xero Accounting
Sync your data between Workever and Xero and have your invoices automatically sync to Xero
QuickBooks Accounting
Sync your data between Workever and Quickbooks and have your invoices automatically sync
Calendar Sync
Sync appointments directly to your personal calendar. Outlook, Apple, Google and exchange supported.
Frequently Asked Questions
Workever is built for field service businesses, so customer information is connected to the practical work your electricians do every day.
Yes. Fieldworkers can use the mobile app to view job details, capture data, take pictures, add updates, and send information back to the office. This helps reduce paperwork and keeps the office informed without engineers needing to return just to hand over job details.
Yes. Workever supports quote creation, customer approvals, job connection, and invoicing workflows. This helps electrical businesses move more smoothly from enquiry to quote, from quote to job, and from completed work to invoice.
Workever includes customer portal functionality that can allow customers to view quotes and job-related information, depending on how permissions are set up.
Yes. Workever is designed for service and trade businesses, including electricians, and is suitable for sole traders and small teams as well as larger field service businesses.
Workever is designed to be easy to use, with in-app assistance and resources available. The electrician software page specifically notes that the system is designed to be accessible regardless of skill level.
Bring your customers, jobs, quotes, invoices, and field updates together
No commitment, no auto subscriptions, no credit card required
