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CRM FOR AUSTRALIAN ELECTRICIANS

Less chasing paperwork. More clarity on every job.

Connect electrical enquiries, site information, quotes and technician reports, from a residential fault to a commercial maintenance visit.

  • Fault finding
  • Switchboard upgrades
  • Lighting installation
  • Commercial maintenance
Apply for early access Watch the job lifecycle
Electrical technician on a switchboard upgrade job
Built for electricians

Every switchboard upgrade starts with a call and ends with an invoice. Everything in between belongs in one place.

Richmond, VIC · Site inspection · quote approval · access notes

  1. 01 Make quote follow-up visibleKeep the scope, customer conversation and quote status together, with tasks for the next action.
  2. 02 Send technicians with contextBring the site address, access arrangements, requested work and customer contact into the booking.
  3. 03 Keep a clear service recordUse configurable report templates for observations and photos, with the completed report linked to the job.
A practical electrical workflow

From “can you help?” to a completed job.

Configure the steps around how your team already works.

  1. 01

    Log the enquiry

    Capture the fault or project, customer details and service location.

  2. 02

    Define the scope

    Record site information and prepare an itemised quote for review.

  3. 03

    Schedule the work

    Confirm access and assign the right team member to the booking.

  4. 04

    Complete the record

    Save job observations and photos, then prepare the invoice.

REAL WORK. PRACTICAL USE CASES.

How electricians
can use the CRM.

Start with the situation. See the features you can use, what to configure and how the work moves through your team.

01

Fault enquiries

A fault enquiry needs a clear inspection handover.

The office receives an incomplete description. The electrician needs the reported issue and site context before assessing the work.

What to capture
  • Reported fault
  • Site postcode
  • Access and contact details
CRM FEATURES TO USE

How to set it up

  1. 1
    Form Builder

    Ask service-specific questions

    Configure fault-enquiry fields and save incoming-call notes alongside the lead.

  2. 2
    Bookings & team assignment

    Arrange the assessment

    Review service coverage and availability, then assign an electrician with the reported issue and access details.

  3. 3
    Service reports & photos

    Keep the observations

    Use an inspection report template for notes and photos, keeping any required statutory documentation in your separate process.

WHAT THIS HELPS YOUR TEAM DOThe technician starts with the information the office already collected.

Enquiry → office review → electrician

See the illustrated step
02

Project quotes

A switchboard project moves from assessment to approval.

The scope may change after inspection. Your office needs an itemised quote and a visible follow-up before committing a booking.

What to capture
  • Inspection notes
  • Agreed scope
  • Customer decision
CRM FEATURES TO USE

How to set it up

  1. 1
    Dynamic service catalogue

    Structure the proposed work

    Configure assessment and project services with appropriate sub-services and optional items.

  2. 2
    Quote preparation

    Review the itemised quote

    Prepare the agreed scope using configured rates and keep the reviewed quote with the customer record.

  3. 3
    Stages & automation

    Follow the decision

    Use a quote stage and configured reminders or tasks; confirm acceptance and availability before booking.

WHAT THIS HELPS YOUR TEAM DOThe office can see what was quoted and what needs a response.

Assessment → quote → approval → booking

See the illustrated step
03

Commercial servicing

A commercial site needs a useful service record for the next visit.

Different team members may attend the same site. Earlier observations and the customer contact should remain easy to find.

What to capture
  • Site and access contact
  • Requested maintenance
  • Previous job observations
CRM FEATURES TO USE

How to set it up

  1. 1
    Properties & site contacts

    Link the site context

    Keep the property, customer account and access contact distinct and attach them to the booking.

  2. 2
    Service reports & photos

    Use a consistent report

    Collect the agreed observations and photos in the service template and retain the linked job history.

  3. 3
    Built-in customer campaigns

    Arrange agreed follow-up

    Build a customer campaign for approved maintenance follow-up using an eligible audience and sending window.

WHAT THIS HELPS YOUR TEAM DOThe next visit has earlier service context and a clear contact.

Site contact → technician → office follow-up

See the illustrated step

WHAT YOU CAN USE IN BETAHUB

The features behind
the workflow.

Connect the capabilities your business needs. Expand a feature to see what you configure, or jump into its illustrated workflow.

  1. 01 / GET THE CONTEXT

    Capture the right enquiry

    Know what is needed, where the work is and who should respond.

    Form Builder

    Branded forms with mapped lead fields and conditional questions.

    What to configure

    Choose a form type, map the fields and add the questions each service needs.

    Explore this feature
    Incoming calls

    Voice Centre, caller context and communication history.

    What to configure

    Connect your Agency number, configure human routing and assign the team that handles enquiries.

    Explore this feature
    Postcode service areas

    Postcodes, suburbs, exclusions and geographic service pricing.

    What to configure

    Define your covered postcodes and exclusions, then link the applicable services and rates.

    Explore this feature
  2. 02 / KEEP IT MOVING

    Turn scope into a decision

    Prepare the quote and make the next action visible.

    Dynamic service catalogue

    Services, sub-services, quantities and optional addons.

    What to configure

    Create the service hierarchy, eligible extras and quantity rules for your business.

    Explore this feature
    Quote preparation

    Configured pricing and itemised quotes with saved job context.

    What to configure

    Set your rates and area rules. Review the prepared scope and amount before sending.

    Explore this feature
    Stages & automation

    Lead stages, next actions and configured email, SMS or task workflows.

    What to configure

    Define stage triggers, conditions, recipients and templates, including when to stop following up.

    Explore this feature
    AI follow-up & voice feedbackControlled rollout preview

    Illustrated agent conversations for quotes and after-service feedback.

    What to configure

    For an authorised rollout, configure the agent, approved purpose, consent and calling provider.

    Explore this feature
  3. 03 / DO THE WORK

    Give the team a useful handover

    Carry the agreed service and site details into the visit.

    Bookings & team assignment

    Booking windows, technicians and service-address handovers.

    What to configure

    Confirm team availability and assign the visit with scope, customer and access notes.

    Explore this feature
    Properties & site contacts

    Separate customer, property, access contact and equipment context.

    What to configure

    Link the property and equipment where enabled, and identify the approval and site-access contacts.

    Explore this feature
    Service reports & photos

    Configurable visit questions, observations and completion photos.

    What to configure

    Choose a service-report template and agree which observations and photos the team should collect.

    Explore this feature
  4. 04 / SEE THE OUTCOME

    Close the loop. Plan the next job.

    Connect accounts, customer follow-up and acquisition reporting.

    Invoices & Xero

    Job-linked invoices and configured accounting synchronisation.

    What to configure

    Authorise the Xero organisation, review account and tax mappings, and check sync outcomes.

    Explore this feature
    Built-in customer campaigns

    Customer email and SMS campaigns for agreed follow-up.

    What to configure

    Choose an eligible audience, message template, channel and sending window.

    Explore this feature
    Campaign cost tracking

    Lead sources, booked outcomes and imported Google/Meta spend.

    What to configure

    Connect the advertising account and sync the reporting dates. Compare spend within its currency.

    Explore this feature
    Connected record history

    Trace the enquiry, conversation, quote, booking, report and invoice.

    What to configure

    Keep records linked to the same customer and job so the next person can see the context.

    Explore this feature

Availability depends on your plan, Agency setup and provider connections. AI voice examples are controlled-rollout previews; live AI calling is not generally available on this deployment.

WATCH THE WORK CONNECT

Your services.
A CRM that joins the dots.

Explore an illustrated electrical journey. Choose a step, or play the workflow from enquiry to follow-up.

BBetaHub / ElectricalIllustrative preview

Requires your configuration

Forms & incoming calls

01 / 10
Branded enquiry formForm Builder
Requested serviceSwitchboard inspection
What work do you need?Switchboard assessment
Service locationRichmond, VIC · 3121
Enquiry captured → Lead created
Incoming enquiryCaller context and notes in the same CRM
Voice Centre
HOW THE WORK CONNECTS

Capture enquiry → create lead → assign the next action

A page-specific form or incoming call captures the enquiry, customer and requested work. Conditional fields collect the details this service needs.

Illustrated product walkthrough with fictional sample data. Features depend on your plan, Agency setup and provider connections. Playback does not send messages, place calls, create quotes or bookings, or connect to Xero.

A FEW PRACTICAL ANSWERS

Before you get started.

Choose a workflow that fits the work you actually do.

Can we adapt reports to our electrical work?

Configurable service-report templates let you collect the observations, photos and job information your team needs. Confirm your required fields during onboarding. A CRM report does not replace any required electrical licence, inspection or statutory certificate.

Is BetaHub for a trade business or for homeowners booking a tradie?

BetaHub is CRM and job-management software for the business running the work. These pages show how trade and service teams can organise their own enquiries, quotes, bookings, reports and invoices.

Can we keep our existing services and process?

You can configure service types, enquiry forms, quote stages, workflow rules and service-report templates. Explore the CRM features and setup guides for examples. During onboarding, review your process with the team and confirm the fields and features you need.

What needs to be configured?

Feature availability depends on your plan and Agency configuration. Voice, SMS, campaigns and Xero require the relevant provider setup; usage allowances and charges are explained in the plans and usage allowances. Property and equipment features are enabled according to your Agency setup.

How do we get started?

Apply through the early-access form with your business type, team size and main operational issue. The onboarding conversation can then focus on your trade and the workflow you want to improve.

Apply for early access

Your business. Your next step.

See how BetaHub fits your electrical business.

Tell us what you do and where the admin gets in the way. Start there.

Apply for early access View plans and usage