How does ServiceGrid handle change orders?

Change orders are first-class on the work order. The tech adds a change-order line item with description, hours, parts, and price; the customer signs by SMS link before the work happens. The original quote, every change, and the final invoice all live in one record. Disputes get resolved with a single timestamp; you collect on work that previously went uncharged.

Does it track electrical permits?

Yes — at the workflow level, not as a permitting authority. Each job has a permit field with permit number, jurisdiction, status (pulled / inspection pending / passed / failed), and photos of the permit doc and final inspector sign-off. We don't pull the permit for you; we track its lifecycle so 'where's the permit on the Reyes job?' is a 5-second answer.

Can I track which assets (panels, EV chargers) are installed at each customer?

Yes. Each customer can have one or many structured equipment records: main panel (amperage, manufacturer, install date, breaker count), sub-panels, EV charger circuits (charger model, circuit rating, installation date, dedicated/shared), major-load equipment. Service history attaches to the asset, not just to the customer, so when an EV charger comes back for service a year later, you see exactly what was installed.

Does it support code-current quoting?

Service menu items can reference the code spec they're built around (e.g., 'EV charger 60A circuit per 2023 NEC 625.42'). When code updates, you update the menu item once and every future quote pulls the new spec. Field techs see the same line-item description the office uses — no drift between what was quoted and what was installed.

How does it handle commercial customers with multiple sites?

Customer records can hold a single residence or a commercial customer with multiple sites, each with its own equipment, billing terms, SLA, and inspection schedule. Recurring inspections per site auto-generate work orders on the right cadence. We don't ship enterprise procurement workflows for multi-state commercial — if you're a regional commercial electrical contractor with 200 sites and master service agreements, ServiceGrid will need extension. For 1–10 trucks with a mix of residential and small-commercial, it's the right shape.

Can I bill differently for emergency vs. standard service?

Yes. Service menu items have multiple rate tiers (standard / after-hours / emergency). The dispatcher routes a call as emergency; the work order pre-fills emergency rates; the tech can override at the truck. The invoice shows what rate was applied and why.

Does it integrate with QuickBooks?

Yes — invoices, payments, customers sync to QuickBooks Online. Stripe-direct card and ACH payment processing means transactions auto-reconcile. We don't replace your accounting system; we feed it operational data so your books stay clean without manual entry.

Can customers see what work was done at their property?

Yes, via the customer portal. Every job, every photo, every signed work order, every invoice lives in their portal. Means fewer 'what did you guys do last year?' calls and better answers when they get a competing bid for related work.

How does it compare to ServiceTitan for electrical?

ServiceTitan is enterprise-tier — built for 20+ truck operators with sophisticated commercial workflows and integrated marketing engines. Their pricing reflects that. ServiceGrid is built for the 1–10 truck residential and light-commercial electrical operator who wants the operational rigor without the enterprise weight. If you're scaling past 20 trucks, ServiceTitan starts to make sense; below that, ServiceGrid is the cleaner economics.

Does it handle EV charger installs as a distinct workflow?

Yes. EV charger installs are a service-menu category with permit-required flag, common circuit configurations (60A dedicated / 80A dedicated / shared 50A), and quote templates for the most-installed chargers. The asset register tracks the charger model, circuit rating, and any service history — so a future warranty claim or upgrade reads off the same record.

Can techs capture equipment photos during service?

Yes — photo capture is built into every work order. Panel photos, EV charger nameplates, before/after of any rework. Photos attach to the asset record so they persist across service visits, not just to one work order.

What does the customer see when I send a quote?

A mobile-friendly branded page with line items, total, expiration, and an Accept button. Tap-to-call your number is right there. They sign electronically; signed quotes auto-convert to scheduled work orders. No PDF download, no email forwarding, no missed approvals.

For electrical operators

Electrical software for the way the work actually happens

Service calls, panel upgrades, EV charger installs, and recurring inspections — dispatched, quoted, and invoiced from one shared record.

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What's costing you time and money

These are the patterns we hear over and over from operators in your trade.

Quote scope shifts mid-job

What started as a panel inspection becomes a service upgrade, a permit, and three days of work. Without a way to evolve the quote in real time, change orders happen verbally — and get billed wrong.

Electrical permits are a paperwork tax

Every panel swap, every EV charger install, every service upgrade needs documentation pulled, tracked, and signed off. Paper-based workflows cost 2–4 hours per permitted job that nobody bills for.

Code changes don't propagate to the field

NEC updates, AFCI/GFCI requirements, EV charger code — change every cycle. Without a central spec library, each tech's interpretation drifts and rework piles up.

Commercial accounts demand documentation residential never asked for

Building owners want monthly inspection logs, asset registers, and circuit-level histories. If your tools were built for residential, the commercial workflow falls back to spreadsheets — and the customer notices.

Built for the way the work actually happens

Quote-as-it-changes workflow

Quotes evolve mid-job with itemized change orders the customer signs by SMS before the work happens. The original scope, every change, and the final total live in one record. No more 'I never agreed to that' arguments.

Eliminate change-order disputes; protect 5–10% of revenue that previously went uncollected

Permit tracking + inspection sign-off

Tag jobs that need a permit; track permit number, jurisdiction, status, and final inspector sign-off photo. Permitted work history per customer means a re-permit a year later starts with the prior data already loaded.

Cut permit-tracking time by half; reduce missed inspections to zero

Service menu with code-aligned line items

Service menu items reference current code requirements (AFCI/GFCI rules, EV charger circuit ratings, panel ampacity). Update once and every quote pulls the latest. Techs in the field see the same spec the office uses.

Stay code-current across the team without retraining everyone every year

Equipment + asset register per customer

Each customer's panel, sub-panels, EV charger circuits, and major-load equipment live in a structured asset record. Service history attaches to specific assets, not just to the customer. Means a 5-year-old install is one click away when it comes back for service.

Know what's installed where without asking the senior tech

Live on ServiceGrid in 5 days

Electrical contractors typically migrate from paper or a generic CRM in less than a week without losing schedule continuity.

01
Import customers + asset register (day 1)
Customer list with addresses and any equipment notes you have. The structured asset register (panel, EV charger circuits, etc.) can build incrementally as techs document on each visit — no need to populate it all on day one.
02
Set up service menu + permit-required tags (day 2)
Translate your service rate sheet and common installs (panel swap, service upgrade, EV charger install, generator transfer) into a service menu with line items, code references, and permit-required flags. Build 3–5 quote templates for the most common jobs.
03
Roll dispatch + quoting live (days 3–5)
Move next-week's schedule into the dispatch board. Onboard one tech first to test the field experience, then the rest. Quote templates and SMS-link quote delivery turn on. By Friday, paper goes in a drawer.

Electrical software for the way the work actually happens

What's costing you time and money

Quote scope shifts mid-job

Electrical permits are a paperwork tax

Code changes don't propagate to the field

Commercial accounts demand documentation residential never asked for

Built for the way the work actually happens

Quote-as-it-changes workflow

Permit tracking + inspection sign-off

Service menu with code-aligned line items

Equipment + asset register per customer

Live on ServiceGrid in 5 days

Import customers + asset register (day 1)

Set up service menu + permit-required tags (day 2)

Roll dispatch + quoting live (days 3–5)

Electrical questions

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