Boost your electrical business and drive growth with Optera CRM. Streamline your entire workflow—from scheduling and quoting to job management—with powerful electrical contractor software designed for efficiency.
From quick repairs to routine maintenance and complex projects, Optera CRM helps you stay organized, improve efficiency, and keep your business running smoothly.
Optimize scheduling, track job progress, and manage resources efficiently. Optera CRM helps your team stay organized and productive, ensuring every job is completed on time.
Avoid costly delays and budget overruns with real-time tracking and cost control. Optera CRM gives you complete visibility into project timelines and expenses.
Streamline project workflows, monitor expenses, and ensure deadlines are met. With Optera CRM, you can manage every aspect of your electrical projects with precision.
Streamline your scheduling and dispatch process with Optera CRM, eliminating paperwork and minimizing administrative tasks for smoother job management.
View your team’s availability and location, then assign nearby jobs to make the most of your resources.
Keep customers and staff informed with automated updates and reminders on job statuses.
Easily manage and schedule multiple field staff and equipment at once, ensuring no scheduling conflicts.
Optera CRM helps you calculate labor, material, travel, and other costs effortlessly, allowing you to generate precise quotes. Plus, our invoicing tools streamline your financial processes and boost cash flow.
Use prebuilt templates, pull supplier pricing, and auto-fill customer details. Speed up takeoffs and send more quotes in less time.
Generate invoices, deposit claims, and progress claims effortlessly while ensuring smooth payment collection.
Export invoices and sync financial data directly with your preferred accounting software for hassle-free bookkeeping.
Keep customers informed and improve service with automated reminders, invoice notices, and job updates.
Send email and SMS notifications for appointments, payments, and job completions.
Keep staff updated with real-time alerts via text, email, or desktop notifications.
Ditch the spreadsheets and whiteboards—Optera CRM gives you real-time visibility into your electrical business with one cloud-based solution.
Assign the right staff to the right jobs with structured scheduling dashboards.
Track labor, materials, contractors, and equipment to manage costs effectively.
Monitor job progress from start to finish, with a mobile app for on-the-go note-taking.
Keep your team aligned and simplify project management with real-time tracking and automated workflows.
Quickly generate and share accurate project estimates in just a few clicks.
Use Gantt charts to monitor actuals vs. estimates, forecast timelines, and manage dependencies.
Streamline invoicing to improve cash flow and reduce manual workload.
Electrical job management software helps streamline and organize your electrical business, improving efficiency across estimating, quoting, scheduling, project management, reporting, and fleet tracking.
Any electrical business looking to improve operations, boost productivity, and increase profitability can benefit from job management software.
Improved Job Management – Track jobs from start to finish, including scheduling, quoting, job costing, invoicing, and fleet tracking. Cloud-Based Project Management – Manage estimates, track progress, automate billing, and communicate seamlessly between the field, office, and customers. Data-Driven Growth – Analyze detailed reports to identify areas for business expansion and improvement.
Optera CRM connects with popular tools like Outlook, Google Workspace, Stripe, and other essential business platforms to streamline operations.
Yes! Optera CRM provides a mobile app for on-the-go job management, allowing field teams to stay connected and productive from anywhere.
Optera CRM is dedicated to providing seamless, efficient solutions for managing projects, estimating, and streamlining business operations. Our innovative tools help businesses grow, stay organized, and improve productivity.
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