For electrical contractors
Panel upgrades, EV circuits and rewires, from quote to paid.
Count the devices, price them from your catalog, send the crew with the photos they need. Your licences and insurance certificates sit in the same place, with their expiry dates.
Your trade, set up
What Electrical comes with.
Optracs runs an electrical company's jobs by work type: service call, repair, circuits & outlets, lighting, panel upgrade, EV charger, generator install and rewire. Switch off what you don't use, or make the trade your own.
Sales steps
- New Lead
- Contacted
- Site Visit
- Quote Sent
- Follow-Up
Work steps
- Ready to schedule
- Scheduled
- Rough-In
- Rough Inspection
- Trim-Out
- Wrap-Up
Service call steps
- To Schedule
- Scheduled
- On Site
Work types
Service call Repair Circuits & outlets Lighting Panel upgrade EV charger Generator install Rewire
Checklists
- Electrical job
- Panel upgrade
- EV charger install
- Generator install
- Rewire
- Permit & inspection
The panel upgrade checklist
- Photos of the old panel, its label and the meter
- Load worked out and the new panel sized for it
- Power company shutoff and reconnect scheduled
- Customer told when the power goes off and for how long
- Every existing circuit identified and marked before the old panel comes out
- New panel mounted, and each circuit landed on the right size breaker
- Grounding and bonding checked, and upgraded where needed
- Lugs and breakers tightened to the manufacturer's torque
- Every circuit labeled in the panel directory
- Photos of the finished panel, cover off and cover on
- Power restored and every circuit tested
Shown at the Standard size. Setup starts on the Simple size, the same few steps for every trade, and you can pick Standard or Detailed there or later in Settings.
In Optracs
The same job, in Optracs.
The office sends the estimate; the crew opens the job on site. Recreated from Optracs with sample data.
Sample workspace
-
An estimate built from your own catalog
Standard line items from your catalog, quantities from the takeoff, and a profit slider that reprices the estimate to your margin.
-
A takeoff for electrical
Typed in or imported from a supported report or a CSV.
Receptacles Switches Recessed cans Circuits Home runs Service size
-
The crew's day, on the job
Tasks with a person and a due date. Photos, notes and files go onto the job as the work happens.
Photograph the old panel and meter Label every circuit Photograph the finished panel
Documents
The paperwork, on the job.
Written from your own templates, signed by the customer from one link, kept with the job.
Estimate
Every line from your own catalog, priced to your margin, with upgrade options when you want them.
Work agreement
From your template, signed by the customer typing their name.
Permit and inspection photos
Attached to the job they belong to, with the date.
Licences and insurance
Each certificate is kept with its expiry date and flagged before it runs out.
Invoice and payments
Deposit, progress and final payments, each recorded against the invoice.
A day in the trade
A job, start to finish.
7:30 AM
Office
Two new leads overnight, both on a response clock. Log the first call and the deal moves to Contacted.
10:00 AM
Basement
Photos of the old panel and the meter go onto the job, with a dictated note about the service size.
1:00 PM
Office
The panel, breakers and EV circuit come from your catalog with the device counts from the takeoff. The profit slider sets the margin, and it goes out as one link.
Next week
On site
The crew's tasks are on the job. They attach the permit card photo and the finished panel to the job.
End of job
Office
Invoice it, record the payment, and the customer's link shows nothing owed.
The trade, by the numbers.
From the US Census Bureau. More in our research.
83,342
76.9%
Try it
See it with a sample company.
A company with a few months of work in it, ready to click through. We email you a code to open it.