06/03/2026
If I dropped everything and decided I was going to start an electrical company, these are what I’d want to have on day 1.
• Public business number that routes to a phone system to direct callers based on reason.
• Id hire knowledgeable staff that can qualify leads. If your strapped on funding an AI receptionist works too, make sure it integrates with the CRM.
• a Customer Relationship Management software that can organize my entire lead-to-invoice pipeline. Preferably one that integrates or has job management built in. Worth noting a field service platform (ServiceTitan, FieldEdge type) bundles CRM, dispatch, and scheduling into one spine, so I’d pick one platform instead of running a separate CRM and separate dispatch software.
• Website designed to funnel leads to the CRM.
• Google Business Profile, Local Services Ads, and a review engine. Statewide volume comes from here, not just the website.
• Estimating and takeoff software. Electrical lives or dies on accurate bids.
• Job costing tied to real labor and materials, not just QuickBooks alone.
• Certified payroll and prevailing wage handling. Going statewide means public jobs, and that’s a hard requirement.
• Customer financing at the table (Wisetack, GreenSky type), plus card-on-file and ACH.
• Inventory and supply house integration. Truck stock and material ordering tied to jobs.
• M365 or Google Gsuite for scalable communication and data security.
• Work vehicles with GPS tracking. If business is booming I’d have cellular or starlink connectivity built into the trucks as well.
• dispatch software to keep the crew informed on their jobs and help communicate status.
• managed rugged work phone with the required apps preinstalled. All managed by Microsoft Intune.
• HQ would have Ubiquiti networking with internet failover so dispatch and phones don’t die with the ISP, spot.AI for cameras and Kisi door access.
• I’d have the work computers managed by Microsoft Entra and Intune, all computers backed up with Onedrive, and my M365 environment backed up to an additional cloud backup solution.
• EDR on every endpoint, email security to stop BEC and wire fraud, MFA and conditional access enforced, and security awareness training for the crew.
Each one of these things serves a very important purpose to protecting and positioning my electrical company to scale. Im not here to play games, I’m here to build a business that thrives.
Did I miss anything? What would you add to this list? What kind of tools do you have for your company?