A CRM for electricians who win work on the specifics.
Every charger install, panel swap, and fit-out you're chasing on one board. The panel size, the permit status, and the next call sit on each one.
One CRM for electricians,
from the site walk to the inspection.
Capture the lead
A Level 2 charger inquiry at 9:15pm lands as a lead, tagged Web lead with an owner on it before your first coffee.
Contacts
1 new from your website
Marisol Delgado
Delgado Residence, Alder Ct
Jon Alvarez
P. Okafor
Dana Okonjo
Juniper Coffee Co.
Ellis Bram
Delgado Residence
Nora Patel
K. Novak
Quote from the catalog
The 200A panel, the 60A charger circuit, the Level 2 unit, the permit. Pick the lines and send it. The sent version locks, with the price good for 30 days.
Quote Q-2087
Delgado Residence
200A panel, supplied and installed
Main breaker, 40-space
EV charger circuit, 60A
Breaker, conduit, and wire run
Level 2 charger unit
Supplied and mounted
Permit and inspection
Filed with the city
Patch and make good
Drywall and paint at the panel
Record the panel
Log the panel and the charger you fitted, at which address, and when. Size, model, and install year stay on the customer record.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Follow up on the day
The follow-up you set with Monday's quote comes back on the day, on the right job. Overdue turns red and goes to the top of the list.
Tasks
Today · 1 of 3 done
Follow up on the Delgado panel quote
Delgado Residence · $5,778
Walk the Juniper Coffee build-out
8:30am · 214 Garland Ave
Send revised lighting counts
Ironline Fitness
Call Okafor about panel photos
P. Okafor
Homeowners, sites,
leads and customers.
Contacts
5 people · search by name
Marisol Delgado
Homeowner · Delgado Residence, Alder Ct
Jon Alvarez
Owner · P. Okafor
Dana Okonjo
Office manager · Juniper Coffee Co.
Ellis Bram
Purchasing · Delgado Residence
Nora Patel
Site contact · K. Novak
Homeowners, sites,
leads and customers.
Every homeowner and site contact you deal with, with their phone, email, and the notes from the site walk. Search by name and you're there. See how contacts and businesses work.
Every homeowner and site contact you deal with, with their phone, email, and the notes from the site walk. Search by name and you're there. See how contacts and businesses work.
The cafe, the gym, the property group. Sites, panels, open jobs, and every contact who works there, on one page.
The homeowner who asked for a charger price is a lead until the panel swap is won. Then it's a customer. Same record, no re-entry.
Jobs and pipelines.
Sales pipeline
5 open · $101,078 · drag a deal to move it
EV charger install
P. Okafor
Cafe build-out wiring
Juniper Coffee Co.
Alder Ct panel and charger
Delgado Residence
Basement remodel wiring
K. Novak
Gym fit-out, 3-phase service
Ironline Fitness
Jobs and pipelines.
Every open job with its value, its stage, and the next follow-up. Drag it forward as the work moves. Mark it won and the customer record updates itself.
Every open job with its value, its stage, and the next follow-up. Drag it forward as the work moves. Mark it won and the customer record updates itself.
Residential service, EV chargers, commercial fit-outs. One pipeline per kind of work, each with its own stages and its own board. See how deals and pipelines work.
Lead, site walk, quote sent, negotiation, won. Rename, reorder, add or remove stages until the board reads like your shop.
Pick the panel from the catalog.
Send it as a quote.
200A panels, 60A charger circuits, Level 2 units, and permit filing are saved once. Add them to a job while the site walk is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
200A panel, supplied and installed
service · Main breaker, 40-space
EV charger circuit, 60A
product · Breaker, conduit, and wire run
Level 2 charger unit
product · Supplied and mounted
Permit and inspection
service · Filed with the city
Patch and make good
product · Drywall and paint at the panel
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Delgado Residence · 36 Alder Ct
Value
$5,350
Owner
MK
Follow-up
May 6
Line items · from the catalog
200A panel, supplied and installed
1 × $3,150
EV charger circuit, 60A
1 × $820
Level 2 charger unit
1 × $680
Permit and inspection
1 × $400
Patch and make good
1 × $300
Northgate Electric
hello@fieldservices.co
Quote
Q-2087
Prepared for
Delgado Residence
36 Alder Ct
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
200A panel, supplied and installed Main breaker, 40-space | 1 | $3,150 |
EV charger circuit, 60A Breaker, conduit, and wire run | 1 | $820 |
Level 2 charger unit Supplied and mounted | 1 | $680 |
Permit and inspection Filed with the city | 1 | $400 |
Patch and make good Drywall and paint at the panel | 1 | $300 |
50% deposit on acceptance. Permit approval usually takes 5 to 7 days. · Thank you for your business.
Installed panels and service dates.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Installed panels and service dates.
Log the panel, the charger, or the 3-phase service you fitted, at which site. Size, model, and install year stay on the record with the service history. See how installations and service work.
Log the panel, the charger, or the 3-phase service you fitted, at which site. Size, model, and install year stay on the record with the service history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The panel check stops waiting for the customer to call.
A panel check every year, a thermal scan on the commercial boards. Set the interval once and Liteo opens the next job every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Delgado Friday 9am about the panel quote" becomes a reminder on the Delgado record, with the date already set.
Type it the way you'd say it. "Call Delgado Friday 9am about the panel quote" becomes a reminder on the Delgado record, with the date already set.
One list for the day, with an electrician on every line. Tick off the rough-in inspection and the job keeps the trace. See how reminders, tasks and notes work.
What the inspector said about the missing nail plate, logged on the job in the order it happened. Whoever answers the phone reads it straight off the record.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the trades next door.
Every trade gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put every open job on a CRM for electricians.
Load the jobs you're chasing, add your prices once, and send the charger quote you've been meaning to write.
- 14 days free
- No card
- Cancel anytime