CRM for Electricians: Properties, Certificates and Inspection Renewals

An electrician's CRM works best when it is built around properties, not just customers: one landlord can have twenty addresses, each with its own certificate and inspection due date. Describe how you work and Mythex builds a CRM with customers, properties, quotes and a renewal list that fills quiet months.

Who it's for

Contractors with landlord and letting agent clients, firms that send several quotes a week and lose track of which were accepted, and anyone whose job history lives in a diary and a phone.

What you can build

Customers linked to one or many properties
Certificate numbers and dates per property
Inspections due in the next 60 days
Quote status from sent to won or lost
Enquiry source: directory, referral, builder, search
Job history per address

Properties are the core record

Store each property with its address, type, last certificate number and date, and the next inspection due. Link it to its owner, and to a letting agent if one manages it. When a house is sold or a tenant changes, the history stays with the address.

Address and property type
Last certificate and due date
Owner and managing agent

Renewals are bookable work

Periodic inspections come round on a cycle. A list of properties due in the next 60 days becomes steady, bookable work for quieter months, and landlords appreciate being reminded before it becomes urgent.

Follow up the quotes

Give every quote a status and a follow-up date. A weekly look at quotes sent but not answered recovers jobs that went quiet only because the customer was busy. Comparing win rates by job type shows whether rewires or chargers need a different price or presentation.

What to put in first

Landlords and their properties, with current certificate dates. Then open quotes. Older domestic customers can be imported later from a spreadsheet as CSV.

A prompt to start from

Build a CRM for my electrical contracting business. Customers can have many properties; each property stores address, type, last certificate number and date, next inspection due date and managing agent. Track quotes with value, job type, status and follow-up date. Show a list of inspections due in the next 60 days and a quote win rate by job type. Add CSV import.

Questions

How can I remind customers when an inspection is due?

Store the next due date on each property and list those due soon. Sending reminders by email or SMS needs an account you connect yourself.

Can one landlord have many properties?

Yes. Ask for customers and properties as separate records, so one landlord or agent links to every address.

Can I import my existing customers?

Yes. Export them as CSV from your current tool or spreadsheet and ask Mythex to import and map the columns.

Can my team use it on site?

Yes. Ask for staff logins; the app works in a phone browser, and on Pro it can become Android and iPhone apps that open your published app.

What does it cost?

Build and publish on the Free plan with daily credits and no card. Pro at $25/month adds code editing, export and a custom domain.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Customer Health Dashboard Template — Churn scoring with explainable charts
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture
CRM Dashboard Template — Contacts, pipeline, and deal tracking