Electrical contractor software for a clearer job handoff.
Keep the scope the customer accepted visible to the people doing the work. narra connects customer records, itemized quotes, scheduled visits, crew notes and invoices for electrical contracting teams.
Private pilot
Name the task before you price or schedule it.
A request to fix a fault, replace a fixture or add something new can lead to different work. Keep the customer’s request, your assessment and the approved task distinct. An accurate job handoff gives the crew a clear starting point and gives the office a way to explain a later change without reconstructing scattered messages.
- 01
Record the request and relevant location
Keep the customer and service address with the proposed task. Describe the areas or items involved and note any information still to be confirmed on site. Separate a customer’s description of a fault from your professional assessment. Do not turn an uncertain request into a fixed scope by omitting the unanswered questions.
- 02
Describe the customer’s proposal
Use line items and descriptions for the work you intend to provide. Make supplied items, assumptions and exclusions clear where relevant to the agreement. If the visit is for assessment rather than a completed installation, describe that purpose and your terms. Explain the proposal in language the customer can review.
- 03
Give the crew a usable plan
Schedule the visit, assign the team and put the relevant access and task instructions with the work. Keep an agreed appointment distinct from a proposed date. If the work spans multiple visits, record what each visit is intended to achieve so the crew does not assume the calendar entry covers the whole project.
- 04
Document changes before billing
Record completed tasks and outstanding work. If the customer asks for an extra task, keep that request separate from approval of a revised scope. Review the accepted quote and existing linked invoices before billing. Use a clear outcome note so the office knows whether the visit finished the agreed work or left a return action.
Keep small calls and larger work equally understandable.
A short service visit
A small task still uses travel, setup and administrative time. Explain your service charge and what it covers before the appointment. The minimum-charge guide helps review your own cost assumptions; narra does not prescribe a universal rate or decide whether a reported fault can be resolved in one visit.
A customer adds another task
Write down the extra request and explain its effect on scope, timing and price. Obtain approval for the proposal you intend to carry out. The change-order guide supplies a practical communication structure; it does not replace your own agreement or make an informal comment equivalent to a customer decision.
Work spans more than one visit
Keep the job agreement connected while making the purpose of each visit clear. Notes about incomplete tasks and agreed next steps help the returning crew prepare. Review progress and existing bills before sending another invoice, rather than treating every completed calendar entry as a separately purchased service.
Frequently asked questions
Can I create itemized electrical quotes?
Yes. Use narra quote line items and descriptions to explain the work being proposed. The customer can review and approve through a private link. Keep technical assumptions and items still requiring assessment clear; software does not determine the scope or price on behalf of your business.
Can I assign visits and share notes with the crew?
Scheduled visits can carry crew assignments, tasks and notes, with Field access for the people doing the work. Prepare those details before dispatch. Use the handoff guide to check that the visit record describes the accepted scope and the relevant property instructions rather than an unrelated generic task list.
Does narra include electrical design or compliance tools?
This page does not claim electrical design, load calculations, inspection certification or dedicated compliance reporting. It describes customer and job management. Review the specialized tools your business relies on separately, and keep technical decisions and required records within the professional process appropriate to your work.
How should I evaluate it for my contracting business?
Bring a small service call and a job with several visits. Follow the customer request through assessment, quote approval, crew instructions and invoicing. Check the handling of changes and unresolved tasks, then discuss specialized needs. The private pilot is a fit review, not a promise of an electrical setup preset.