Field Pro

Field Pro

Who It’s For · Electrical

Field Pro for electrical contractors.

Estimates customers approve, schedules crews keep

Panel upgrades, fixture installs, and service calls all follow the same loop: capture the request, quote it, get a signature, schedule the work, and bill it. Field Pro runs that loop from your phone, with inspection reports that document the finished work.

How electrical teams use Field Pro

  1. 1

    Capture each service request as a lead with urgency and preferred contact method, so emergency calls stand out from routine quotes.

  2. 2

    Quote a panel upgrade with clear line items and photos of the existing conditions, then collect the customer signature in person before you leave.

  3. 3

    Run an inspection from a template checklist, attach photos, and share the completed report with the customer or inspector over a link.

  4. 4

    Invoice the finished work, record the check or card payment against it, and send the records to QuickBooks when you reconcile.

Common uses

  • Service-call intake
  • Signed estimates on site
  • Template inspection reports
  • QuickBooks invoice export

Field Pro provides these general workflows — it does not include trade-specific calculations, code-compliance tools, or automated material takeoffs.

Keep learning

How-To Guides — step-by-step walkthroughs →Features — the three modules →See It in Action — view-only examples →FAQ — common questions →

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