For solo and small electrical businesses Book the job. Do it. Get paid.
Half the kitchen outlets dead, a breaker that won't stay on, a generator interlock before storm season. Schedule it, price it from your own list, write down which circuit, and get it signed and paid by card, on your phone before you leave the driveway. Card payments run through Stripe; its standard fees apply.
Available on the App Store and Google Play.
- Schedule in time windows
- 14 electrical services, your prices
- A Circuit line on every service
- Deposits on panel upgrades
- Invoices signed and paid by card
- Reports and what's owed
See it on your phone
Swipe through the screens from the App Store.
One day with OnsiteBoard
Five things you already do. Less typing in each of them.
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Book.
Customers pick a day and a window on your booking link. Or paste their text, "Half the kitchen outlets stopped working…": name, phone, address and the problem fill in. Either way it lands in the app, and you confirm the booking.
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Drive.
Tap On my way. The status changes, a text to the customer opens with your message already written, and navigation opens to the address.
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Do the work.
Write down where and which circuit, "Kitchen counter, breaker 14". Tap Draft: service lines are proposed from your notes as Location, Circuit, Problem and Service, priced from your list.
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Sign.
Hand over the phone. The total sits above the pad, so the customer signs for a number they've seen. Or text the estimate with a deposit to start, and they approve it from the couch.
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Get paid.
Send the invoice by text or email, with your license number on it. The customer pays by card from the link, tip included, and Stripe sends it to your bank. Cash or check? Record it on the job. Card payments run through Stripe; its standard fees apply.
What's in the box
Everything you need. Nothing you don't.
Your day, in time windows
Jobs sit in the arrival windows you set, 8–10, 10–12, and so on, with a reminder before each one.
Jobs that come in on their own
Customers pick a day and a window on your booking link. Or paste their text, and the name, phone, address and problem fill in, for you to check.
Electrical services, ready to go
Fourteen common calls to start from, an $89 service call to a $2,400 200A panel upgrade, each with a starting price you change in Settings.
A Circuit line on every service
Every line starts with Location and Circuit blanks: "Kitchen counter, breaker 14". Filled in, they print on the invoice; left blank, they don't.
Storm-season work, priced
A generator interlock kit and inlet at $650 and a whole-home surge protector at $395 are on the starting list.
Your license #
Enter it once in Settings, under Business info. Your license number prints on every estimate and invoice.
Draft from your notes
Tap Draft and the service lines are proposed from the job's notes as Location, Circuit, Problem and Service. Prices come from your list only; you edit and save.
Deposits on estimates
Ask for a deposit up front, as a percentage or any amount, within your state's limits. Record it, or the customer pays it by card. The invoice counts it as paid. Card payments run through Stripe; its standard fees apply.
Signed on your phone or online
The customer signs on your screen, with the total right above the pad, or approves the estimate from a link.
Know who's calling
On iPhone, a customer's name shows on the incoming call, even if they're not in your phone's contacts.
Remind in one tap
Finished jobs that still owe money show the balance in red on your schedule, with a Remind button that writes the text for you.
Paid by card, no reader
Customers pay the invoice from a link and can add a tip; Stripe sends the money to your bank.
Customers and their jobs
Search by name, street or phone, see every past job, import from a spreadsheet or CSV, export any time.
Reports that answer the question
Revenue collected, jobs completed, average ticket and what's still owed, by week, month or year.
Jobs save without signal
In the phone app, open your jobs and add new ones in an attic or a garage with no bars; they sync when you're back in range.
Also in there: hourly labor at your rate, with electrical labor starting at $115/hr · one-tap On my way, with a ready-made text and navigation · alerts when a customer books, signs or pays · message templates · a PDF of every estimate and invoice · your trade in Settings, so the service list and the assistant fit electrical work.
Which circuit, on every line. Storm-season work, ready to quote.
Your customer, or the next electrician to open that panel, can see what you did and where. And the jobs homeowners ask for before and after a storm are already on your list.
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Write down the circuit.
Every service line starts with Location and Circuit: "Kitchen counter, breaker 14". It prints under the line on the invoice. A blank you leave empty doesn't print.
- 2
Storm season, on your list.
Generator interlock kit and inlet, $650. Whole-home surge protector, $395. Change the prices or add your own in Settings.
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Ask for a deposit on the big one.
A 200A panel upgrade starts at $2,400 on your list, a Level 2 EV charger install at $850. On the estimate, tap Ask for a deposit: 10%, more where your state allows, or any amount. Record cash or check, or the customer pays it by card from the estimate link. Card payments run through Stripe; its standard fees apply.
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Invoice the rest.
When the estimate becomes the invoice, the deposit is already on it as Paid so far, your license number is at the top, and the customer pays the balance by card.
The Circuit line is a note on your invoice, not a permit or an inspection record. OnsiteBoard doesn't file anything; permits and inspections are still yours to handle.
Start free trial
A Book Online button for your website.
Every account comes with its own booking page. Put the link behind a button on your website, your Google Business Profile, Facebook, Nextdoor or Yelp, and customers send a booking request for a window you're free; you confirm it with one tap.
- Your windows. The page offers the arrival windows you set in Settings, and nothing else.
- Only times you're really free. The page reads your schedule, including jobs you put in by hand, so a customer can't book on top of work you already have.
- Notice you control. Set the earliest day in Settings: one day means a full 24 hours from the moment they book.
- It lands in the app for you to confirm. Name, phone, address and what's wrong, in the arrival window they picked, with an alert on your phone. Tap Confirm booking and the customer gets their confirmation email.
- Written for your trade. The example in the "What needs fixing?" box follows the trade you picked: "e.g. half the kitchen outlets stopped working".
- One window, one request. Two people on the page at once can't both take the same window.
<a href="https://onsiteboard.com/book/your-link">Book online</a>
Copy your own link from Settings → Your online booking link.
Two small things you'll use every day.
Know who's calling.
Your customers' names show on incoming calls, even when they're not in your contacts. Pick up knowing it's a customer, not a spam call. iPhone only.
A text becomes the customer.
Paste the message and tap Fill in from message. "Half the kitchen outlets stopped working…" becomes the customer's name, phone and address, with the problem in the notes, written up the way an electrician would. Check it, save, add the job.
Get paid before you leave the driveway.
Text the invoice. The customer opens it, signs it, tips, and pays by card. No app on their side. No card reader on yours. Card payments run through Stripe; its standard fees apply.
- A hosted invoice page. Every estimate and invoice is a link you send by text or email. The customer sees the line items, the location and circuit under each line, the totals and the balance due — no account, no download.
- Sign online. The customer signs to approve, right on the page. An estimate can be declined, too, and you're told either way.
- Pay by card. One button takes the balance through Stripe. The customer's card number never touches OnsiteBoard.
- Tips, built in. The invoice page offers no tip, 10%, 15% or 20%. Each tip is its own line in the job's payment history.
- The deposit counts. Money taken on the estimate shows as Paid so far, so the customer only pays the balance.
- Your bank, your money. Payouts go to the Stripe account you connect from Settings, inside the app. Stripe may ask to verify your identity. Stripe's card processing fee applies; OnsiteBoard adds no fee of its own.
- Cash and check, too. Record any payment on the job. Reports show what's been paid and what's still owed; the job's payment history shows each payment and each tip.
- Still unpaid? Remind in one tap. A finished job that still owes money shows the balance in red on your schedule. Tap Remind and a text with the amount and the invoice link is ready to send.
Same account. Bigger screen.
The browser dashboard is for the evening at the desk: the week, the quotes, and who still owes you.
- Today at a glance. What's on today, what came in this week, what's outstanding.
- The week as a grid. Your time windows down the side, days across. An empty cell is a free window.
- The day's route. The stops in order, the drive between each pair in miles and minutes, and a map, all estimated from the addresses on the jobs. Hand the whole run to Google Maps in one click.
- Needs attention. Unpaid invoices by age, jobs waiting on a part, and payments and bookings as they come in.
Nothing to install. Same sign-in as the phone. Book jobs, edit customers, send invoices, run reports and export CSV, with a keyboard.
Bring your customers and jobs with you.
Export a customer list or a job history from your old app or spreadsheet, as .xlsx or CSV, and pick it in Customers. A job history comes in too: each past job with its total and payment, so your work history and revenue reports are there from day one. OnsiteBoard works out which kind of file it is and shows you what it found before anything is imported.
It's built not to double anyone up. Every row is matched against the customers you already have — by phone number first, then by name and address. A match only gets its blank details filled in, nothing you typed is overwritten, and a repeat is skipped. Run the same file twice and you get the same customers, not two of each. Everything exports back out any time.
Electrical business software for a small shop
OnsiteBoard is a field service app for a small home service business: schedule the job, send the estimate, do the work, send the invoice and get paid.
Electrician scheduling software
Jobs sit in the arrival windows you set, 8–10, 10–12, and so on, with a reminder before each one. Customers pick a day and a window on your booking link.
Electrician invoicing app
Build estimates and invoices from your services and materials, get them signed on your phone or online, and send them by text or email. Customers can pay by card from the link you send. Card payments run through Stripe; its standard fees apply.
CRM for an electrician
Search by name, street or phone, see every past job, import from a spreadsheet or CSV, export any time.
Electrician software for one- to three-person shops
Made for solo service pros and one- to three-person shops, not for a fleet. One plan with every feature. 14 days free, no card to start.
One plan. Every feature.
Try all of it free for 14 days. No card needed to start.
or $479.00 a year (about $39.92/mo). Save about $120 a year with the yearly plan, compared with paying monthly.
- Online booking, signatures and payment reminders are in the one plan. No add-ons, no higher tier.
- 14 days free, no card to start
- iPhone, Android and the browser dashboard, one account
- Cancel anytime in your App Store or Google Play settings
Billed through the App Store or Google Play; renews until you cancel. You can start in a browser. The plan itself is bought in the iPhone or Android app. After the trial, without a plan, your jobs, customers and invoices stay viewable and exportable. Creating new work and sending documents by email from OnsiteBoard need a plan. Stripe's card processing fees are separate.
Working out your prices? Use the electrician price calculator.
More on this: Card payments · Online booking · Payment reminders · Import customers · Move your data from another app · Job estimate template
Questions electricians ask
Where does the circuit go?
Can it read a label or nameplate from a photo?
Can I take a deposit before a panel upgrade?
Are the service prices set for me?
Where does my license number go?
Can I charge by the hour?
Does it work for other trades?
Do I need a card reader?
Does it work offline?
Can I import my customers?
What about Android?
Can my customer pay without an account?
What happens after the trial?
Is my data mine? Can I export it?
Do you track my location?
Can it draft my invoice?
A customer texted me instead of booking. Do I retype it?
Is OnsiteBoard a CRM for an electrician?
Free electrical invoice templateFree electrical estimate template
Start with tomorrow's jobs.
Download OnsiteBoard, pick Electrician when you sign up, add tomorrow's calls, and send your first invoice from the driveway. 14 days free, every feature, no card to start.
Available on the App Store and Google Play.